InvestTalk
InvestTalk

<p><strong>InvestTalk</strong> is your daily guide to stock market analysis, portfolio management, and unbiased financial education. Hosted by experienced wealth managers Justin Klein and Luke Guerrero, CFA, of KPP Financial, this daily investing podcast cuts through the noise to answer <em>your</em> specific investment questions.</p><p>With over 60 million downloads, InvestTalk is trusted by investors who want institutional-grade research and actionable strategies. Every weekday, Justin and Luke break down complex macroeconomic trends and discuss highly searched topics, including: stock and ETF analysis, 401(k) and retirement optimization, precious metals and commodities, real estate and housing markets, the financial impacts of inflation, AI, and global economic shifts</p><p>No investment inquiry is off-limits. You can call our 24/7 voice bank at 888-99-CHART to have your specific stock ticker or portfolio strategy analyzed live on the air.</p><p>Follow <strong>InvestTalk</strong> today to build a more resilient portfolio, and learn more at <a href="http://www.investtalk.com" rel="nofollow">InvestTalk.com</a>.</p>

Trump's decision to hike Canada auto tariffs to 50% after trade talks collapsed marks one of the most aggressive moves yet in the ongoing US-Canada trade war. We explain how this reshapes auto supply chains, raises car prices for American consumers, and what the broader tariff escalation signals for North American economic integration.Today's Stocks & Topics: The Hershey Company (HSY), Market Wrap, DICK'S Sporting Goods, Inc. (DKS), Memory Squeeze, Gold, Trade War 2.0: Canada Auto Tariffs Hit 50% and What It Means for Your Wallet, Target Corporation (TGT), Blue Bird Corporation (BLBD), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, KPP Newsletter, Long Term Care in Retirement.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The US dollar is hovering near multi-month lows as debt concerns and geopolitical risk unnerve investors, and that weakness has ripple effects across everything from import prices to emerging market assets. We break down why the dollar is under pressure, who wins and who loses, and what a sustained dollar slide would mean for the American investor.Today's Stocks & Topics: Danaher Corporation (DHR), Market Wrap, NICE Ltd. (NICE), Electricity Prices, Devon Energy Corporation (DVN), Why Is the Dollar Weakening? What Multi-Month Lows Mean for Your Purchasing Power, Saving to Buy a House, Buzzi S.p.A. (BIT:BZU), Grab Holdings Limited (GRAB), Rare Earth Metals.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Germany's Ifo Institute reported this week that its aging population is pushing social spending to record highs, a fiscal dynamic that closely mirrors the pressures the US Social Security and Medicare systems are heading toward. We examine what demographic-driven fiscal stress looks like, how it affects bond markets and currency strength, and what lessons American investors can draw.Today's Stocks & Topics: Old Dominion Freight Line, Inc. (ODFL), Market Wrap, Sibanye Stillwater Limited (SBSW), Lockheed Martin Corporation (LMT), The Charles Schwab Corporation (SCHW), Single Stock ETFs, Barrick Mining Corporation (B), Germany's Aging Population and Record Social Spending: A Preview of America's Fiscal Future?, State Street SPDR S&P Health Care Services ETF (XHS), Sectors to Invest In, LeMaitre Vascular, Inc. (LMAT), The Hackett Group, Inc. (HCKT), Caterpillar Inc. (CAT), GE Vernova Inc. (GEV), Bad Investments.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Ray Dalio warned this week that Treasury Secretary Bessent's market intervention signals a debt crisis is getting closer — and he's recommending gold and bitcoin as hedges. We dig into what the bond market is telling us about US fiscal sustainability and whether Dalio's alarm bells should change how everyday investors position themselves.Today's Stocks & Topics: Costco Wholesale Corporation (COST), Market Wrap, TTM Technologies, Inc. (TTMI), Oil Markets, The Manitowoc Company, Inc. (MTW), Ray Dalio's Debt Crisis Warning: Is the US Heading for a Fiscal Breaking Point?, Energizer Holdings, Inc. (ENR), Digital Core REIT (SGX:DCRU), T. Rowe Price Group, Inc. (TROW), Saving to Buy a House.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The Senate has delayed work on the Clarity Act while regulators continue building a broader framework for digital assets, with the White House preparing a meeting of crypto executives, the SEC, and the CFTC. We will walk through what a regulatory framework would actually change for ordinary investors, and how to evaluate this space without treating it as a portfolio cornerstone. Today's Stocks & Topics: Robinhood Markets, Inc. (HOOD), Market Wrap, Cracker Barrel Old Country Store, Inc. (CBRL), Private Credit, Joby Aviation, Inc. (JOBY), Regulation catches up to digital assets, Rubrik, Inc. (RBRK), EnerSys (ENS), Investment Loss, AAON, Inc. (AAON), US Packaged Food Companies.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The Kansas City Fed set this year's Jackson Hole theme as financial innovation and its implications for payments and policy, arriving alongside a stablecoin float above $307 billion. We will break down what tokenized money and instant payments actually change about the plumbing of the financial system, and what investors should and should not read into it.Today's Stocks & Topics: VanEck Gold Miners ETF (GDX), Market Wrap, Sandisk Corporation (SNDK), How to Identify Winning Stocks?, Nucor Corporation (NUE), Steel Dynamics, Inc. (STLD), Financial innovation is now a Fed problem, Vanguard FTSE Developed Markets ETF (VEA), Vanguard FTSE All-World ex-US Index Fund (VEU), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Sonos, Inc. (SONO), IMAX Corporation (IMAX), State Street SPDR S&P Regional Banking ETF (KRE), Taxable Account.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The dollar has fallen to a two-month low against the euro, near 1.1590. On tomorrow's InvestTalk, we explain why currency moves quietly drive a large share of international fund returns, and whether hedged or unhedged exposure makes more sense from here.Today's Stocks & Topics: VBWX Technologies, Inc. (BWXT), Market Wrap, Blue Bird Corporation (BLBD), Money Market Funds, First Majestic Silver Corp. (AG), The dollar's slide and what it does to your foreign holdings, Nucor Corporation (NUE), Zoetis Inc. (ZTS), T. Rowe Price International Value Equity Fund (TRIGX), iShares Core MSCI Total International Stock ETF (IXUS), SEC’s Plan to Eliminate Quarterly Reporting.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The Russell 2000 set a fresh record to close out last week even as large caps struggled. On tomorrow's InvestTalk, we look at what leadership rotation historically signals, and how investors should think about size exposure without chasing a two-week move.Today's Stocks & Topics: Vanguard Morningstar Mid-Cap Value Index Fund Admiral Shares (VMVAX), Market Wrap, Rollins, Inc. (ROL), Household Debt, American Electric Power Company, Inc. (AEP), Small caps woke up: is the rally finally broadening?, Physical Gold or Gold Stocks, Apple Inc. (AAPL), Housing Insurance.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The federal government will spend about a trillion dollars on interest this year, roughly what it spends on national defense, and every rate increase makes that number larger. We will explain why the government’s own borrowing costs now shape monetary policy, what that means for long-dated bonds, and why central banks around the world are buying gold at the fastest pace in years.Today's Stocks & Topics: Credo Technology Group Holding Ltd (CRDO), Market Wrap, Valero Energy Corporation (VLO), Marathon Petroleum Corporation (MPC), Phillips 66 (PSX), Car Makers and Motor Oil, The Trillion-dollar Interest Bill Nobody Votes On, Avantis International Equity ETF (AVDE), Short Selling vs Put Options, Chevron Corporation (CVX), Salesforce, Inc. (CRM), ServiceNow, Inc. (NOW).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In the same week that vessel traffic through the Strait of Hormuz dwindled and a new Iran bill threatens to bar 'hostile' ships, Turkish officials confirmed Black Sea passage continues while Houthi attacks escalate in the Red Sea region. We map out how simultaneous threats to multiple critical waterways create compounding risks for global trade, inflation, and investor portfolios.Today's Stocks & Topics: Positions Sizing, Market Wrap, Innovative Industrial Properties, Inc. (IIPR), Private Investments, Vanguard Total World Stock ETF (VT), Global Shipping Under Siege: How Hormuz, the Black Sea, and Red Sea Threats Hit Your Investments, Equity and Retirement, Williams-Sonoma Inc. (WSM), Big Tech Earnings, ONEOK, Inc. (OKE), AvalonBay Communities, Inc. (AVB), Interest Rates.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
A weaker-than-expected U.S. jobs report sent the dollar sliding and pushed back market expectations for a Federal Reserve rate hike. We explore what softer labor data means for the rate outlook, bond markets, and where investors should be positioned.Today's Stocks & Topics: The Glimpse Group, Inc. (GGRP), Market Wrap, FreightCar America, Inc. (RAIL), Veralto Corporation (VLTO), Market Rotation, V.F. Corporation (VFC), Soft Jobs Report and the Dollar's New Direction: What It Means for Investors, KPP Newsletter, Otis Worldwide Corporation (OTIS), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Vanguard Health Care ETF (VHT), Boston Scientific Corporation (BSX), How Much Money Do You Need To Be Happy?Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
A new report shows homes are selling below asking price in 38 of the 50 biggest U.S. cities, a signal that the long-dominant seller's market may be finally turning. We examine what this shift means for real estate as an asset class, homebuilder stocks, and mortgage-sensitive portfolios.Today's Stocks & Topics: AeroVironment, Inc. (AVAV), Market Wrap, Regeneron Pharmaceuticals, Inc. (REGN), Affordable Care Act (ACA), Onto Innovation Inc. (ONTO), U.S. Housing Market Cracks: Homes Selling Below Asking Price in 38 Major Cities, Pulse Biosciences, Inc. (PLSE), Uber Technologies, Inc. (UBER), Robinhood Markets, Inc. (HOOD), Dillard's, Inc. (DDS), Margin Debt.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The S&P 500 is approaching another record high after a few weeks, powered in part by record-breaking options activity and a recovery from July's brief selloff. We will dig into whether the fundamental and technical picture supports this rally or if investors are getting ahead of themselves.Today's Stocks & Topics: GSK plc (GSK), Market Wrap, Stop Orders, S&P Global Inc. (SPGI), “Refine, Baby, Refine”, iShares MSCI Global Gold Miners ETF (RING), S&P 500 Near Record Highs: Is the Stock Market Rally Sustainable in 2026?, The Greenbrier Companies, Inc. (GBX), WisdomTree US Value Fund of Benef Interest (WTV), Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Software stocks are swinging wildly amid growing debate over whether AI is cannibalizing traditional SaaS business models—a phenomenon some are calling the 'SaaSpocalypse.' We explore the structural risks to software sector valuations and what a shifting tech landscape means for investors with heavy tech exposure.Today's Stocks & Topics: Digital Realty Trust, Inc. (DLR), Market Wrap, Barrick Mining Corporation (B), Heidelberg Materials AG (ETR:HEI), Agnico Eagle Mines Limited (AEM), The SaaSpocalypse Debate: Are AI Stocks Disrupting SaaS in 2026?, General Motors Company (GM), Veeva Systems Inc. (VEEV), European Stocks, Appian Corporation (APPN), The Yen and Bond Markets.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The explosive growth of data centers is creating a surprising surge in demand for workforce housing near construction and operation sites. This under-the-radar connection between AI infrastructure and real estate markets opens up investment angles most people haven't considered.Today's Stocks & Topics: Medtronic plc (MDT), Market Wrap, UWM Holdings Corporation (UWMC), Valero Energy Corporation (VLO), How to Read the Charts, Target Corporation (TGT), Data Centers, Housing, and the Hidden Real Estate Play in the AI Boom, Retirement Account, DoubleVerify Holdings, Inc. (DV), Gold, Roblox Corporation (RBLX), Dell Technologies Inc. (DELL), Credit Markets.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
More Americans are exiting the workforce entirely rather than searching for new jobs, with many citing a job market that has simply worn them down. This shift in labor force participation has deep implications for wage growth, inflation, consumer spending, and the Fed's next move.Today's Stocks & Topics: Dave & Buster's Entertainment, Inc. (PLAY), Market Wrap, Gilead Sciences, Inc. (GILD), AstraZeneca PLC (AZN), HubSpot, Inc. (HUBS), The Progressive Corporation (PGR), Workers Are Dropping Out: What Falling Labor Force Participation Signals for the Economy, Apple Hospitality REIT, Inc. (APLE), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Market Topics, Realty Income, Space X Investors.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The AI Arms Race: Is the US Lead Over China Already Gone?A provocative new op-ed argues the United States has all but lost its AI advantage over China, just as hyperscalers are posting massive earnings from AI infrastructure spending. We examine what this competitive shift means for technology investors and long-term US economic leadership.Today's Stocks & Topics: Digital Realty Trust, Inc. (DLR), Market Wrap, AppLovin Corporation (APP), The Yen, Company's Debt, The AI Arms Race: Is the US Lead Over China Already Gone?, Taiwan Semiconductor Manufacturing Company Limited (TSM), Sterling Infrastructure, Inc. (STRL), The Travelers Companies, Inc. (TRV).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Markets whipsawed this week as Trump called off strikes, Iran denied talks, and stocks surged then pulled back on every new headline. Learning to separate signal from noise when geopolitical events drive extreme short-term volatility is one of the most valuable skills a long-term investor can develop.Today's Stocks & Topics: The Walt Disney Company (DIS), Market Wrap, Aya Gold & Silver Inc. (AYA), Airlines, Expedia Group, Inc. (EXPE), Iran Peace Signals and Market Volatility: How to Invest When Headlines Move Markets, Taking Profits, Palo Alto Networks, Inc. (PANW), Advanced Micro Devices, Inc. (AMD), Artificial intelligence (AI) Use.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
New York just sued prediction market platform Kalshi, calling it an illegal gambling operation — even as sophisticated traders pour into these markets using AI bots and advanced data strategies. We examine what prediction markets tell us about information pricing and whether they belong in an investor's toolkit.Today's Stocks & Topics: Modine Manufacturing Company (MOD), Market Wrap, Matador Resources Company (MTDR), Global Financial System, Newmont Corporation (NEM), Are Prediction Markets Legal? The Kalshi Lawsuit and What It Means for Investors, Roth I-R-A, Anheuser-Busch InBev SA/NV (BUD), Microchip Technology Incorporated (MCHP), abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD), Data Centers.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The explosive growth of GLP-1 obesity drugs is creating a massive cold storage logistics boom, with FedEx, UPS, and DHL racing to build out healthcare supply chain capacity in a market they can't afford to miss. We explore the second and third-order investment opportunities that most investors are overlooking in the GLP-1 revolution.Today's Stocks & Topics: Comcast Corporation (CMCSA), Marke Wrap, Liberty ETFs, Apple Inc. (AAPL), Dividend Reinvestment, Taxes, The GLP-1 Ripple Effect: How Obesity Drugs Are Reshaping Logistics, Healthcare, and Supply Chains, Microsoft Corporation (MSFT), AstraZeneca PLC (AZN).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Bloomberg reports that Trump's tariffs are likely to stick around despite their unpopularity, signaling that businesses and investors need to treat elevated trade barriers as a structural feature of the economy — not a temporary headwind. We examine the long-term investment implications of a world where tariffs are the new normal.Today's Stocks & Topics: Carpenter Technology Corporation (CRS), Market Wrap, Boston Scientific Corporation (BSX), Boston Scientific Corporation (BSX), Leopold Aschenbrenner, Vertiv Holdings Co (VRT), Tariffs Are Here to Stay: How Permanent Trade Barriers Are Reshaping Long-Term Investing, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Return of Equity vs. Return of Assets, Fox Corporation (FOXA), iShares 20+ Year Treasury Bond ETF (TLT), The U.S. Treasury.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
AI-themed ETFs are surging in number even as the sector faces a rough quarter, with companies like Anthropic rolling out cheaper models and AI capital expenditures dominating earnings calls — yet returns remain elusive for many investors. We ask the critical question every listener wants answered: when does the AI infrastructure spending boom actually translate into profits?Today's Stocks & Topics: Parker-Hannifin Corporation (PH), Market Wrap, Bond Concentration Risk, State Street Corporation (STT), AI's Spending Problem: When Does the Massive Cash Burn Start Paying Off?, CrowdStrike Holdings, Inc. (CRWD), Mueller Industries, Inc. (MLI), Fibonacci Extensions, Kinder Morgan, Inc. (KMI).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The US dollar has been whipsawing — pulling back as the US-Iran attacks paused, while simultaneously hitting 40-year highs against the yen — creating a confusing picture for currency and international investors. We explore what these dollar dynamics mean for your international holdings and the broader economic outlook.Today's Stocks & Topics: Brookfield Corporation (BN), Market Wrap, Share Dilution, Amazon.com, Inc. (AMZN), Is the US Dollar Losing Its Edge? The Dollar Outlook in the Age of Oil Shocks and Geopolitical Risk, The Coca-Cola Company (KO), Targa Resources Corp. (TRGP), EMCOR Group, Inc. (EME), Hedge Funds Demand.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The 10-year Treasury yield is hovering near January 2025 highs as oil-driven inflation fears collide with an uncertain Fed path, creating serious turbulence in bond markets. We break down what these yield levels mean for bond investors, mortgage borrowers, and anyone trying to build a balanced portfolio right now.Today's Stocks & Topics: ING Groep N.V. (ING), Market Wrap, Wheaton Precious Metals Corp. (WPM), Pan American Silver Corp. (PAAS), Commercial Real Estate Lending, Autoliv, Inc. (ALV), Bond Market Outlook 2026: What Treasury Yields Near Multi-Year Highs Mean for Your Portfolio, CrowdStrike Holdings, Inc. (CRWD), Corning Incorporated (GLW), Energy Transfer LP (ET), ServiceNow, Inc. (NOW), Big Tech Credit Risks.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
U.S. gas prices have crossed the $4-per-gallon mark again as the ongoing conflict between the U.S. and Iran continues to rattle energy markets. With the Strait of Hormuz under threat and tanker traffic dropping, investors need to understand how this ripple effect reaches their wallets.Today's Stocks & Topics: T. Rowe Price Capital Appreciation Equity ETF (TCAF), Market Wrap, Agnico Eagle Mines Limited (AEM), B2Gold Corp. (BTG), The Industrial Boom, Southern Copper Corporation (SCCO), Gas Prices Going Up in 2026: What the $4 Pump Means for Your Portfolio, American Express Company (AXP), Invesco S&P 500 Equal Weight ETF (RSP), Vanguard S&P 500 ETF (VOO), Liberty Energy Inc. (LBRT), Quant Investing, Banks.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
With oil prices spiking and gas crossing $4 again due to Middle East conflict, the Federal Reserve faces a nightmare scenario where energy-driven inflation could force rate hikes even as the economy shows signs of slowing. This tension between fighting war inflation and supporting growth is the single biggest macro question for investors right now.Today's Stocks & Topics: Cameco Corporation (CCJ), Market Wrap, Oscar Health, Inc. (OSCR), Lumentum Holdings Inc. (LITE), Solventum Corporation (SOLV), The Fed's Impossible Position: War Inflation vs. Rate Cuts, Interest Options, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Dover Corporation (DOV), LiveWire Group, Inc. (LVWR), The Oil Markets.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The U.S. dollar has been gaining ground as investors flee to safety amid escalating Middle East tensions, even as the pound and other currencies give back recent gains. But a stronger dollar has its own set of consequences for multinationals, emerging markets, and commodity prices.Today's Stocks & Topics: Trump Account vs. 529 Account, Market Wrap, abrdn Physical Precious Metals Basket Shares ETF (GLTR), K Shaped Economy, CF Industries Holdings, Inc. (CF), Dollar vs. Emerging Market Currencies: Is the Safe-Haven Rally a Trap?, Blue-Chip Stocks, Meta Platforms, Inc. (META), Private Label Brands, Vanguard Energy Index Fund ETF Shares (VDE), Chubb Limited (CB).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Even as semiconductor stocks sell off and geopolitical headlines dominate, there are pockets of the market quietly delivering solid returns — and most retail investors are completely ignoring them. This week we explore the sectors and themes that are working when tech isn't, and how to find opportunity in the chaos.Today's Stocks & Topics: Jackson Financial Inc. (JXN), Market Wrap, AvalonBay Communities, Inc. (AVB), 401k Allocations, DraftKings Inc. (DKNG), Stocks Beyond Tech: Where Is the Market Actually Working Right Now?, VICI Properties Inc. (VICI), Agree Realty Corporation (ADC), Best Stock Screeners, UGI Corporation (UGI), Avantis U.S. Equity ETF (AVUS), Vanguard Russell 3000 ETF (VTHR), The Dollar.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
With a major earnings season kicking off for the mega-cap tech names, an obscure volatility measure is pointing to a potential breakout — but the bar is sky-high and geopolitical headwinds are creating an unusually uncertain backdrop. How these earnings come in will likely determine whether the broader market can hold its current levels or breaks down.Today's Stocks & Topics: The Western Union Company (WU), Market Wrap, Danaher Corporation (DHR), Trump Imposes 50% Tariffs on Canadian, NIKE Inc. (NKE), Can the Magnificent Seven Earnings Hold the Market Up?, Cameco Corporation (CCJ), Cameco Corporation (CCJ)¸ Target Corporation (TGT), U.S. Oil.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
India is facing a double hit from the Iran conflict — oil import costs are surging while its rupee weakens, squeezing corporate margins and complicating the country's ambitious trade negotiations with the United States. We look at how the world's most populous country is navigating this energy crisis and what it means for emerging market investors.Today's Stocks & Topics: U.S. Bancorp (USB), Market Wrap, NVIDIA Corporation (NVDA), Consumer Price Index (CPI-U) Report, Gaming and Leisure Properties, Inc. (GLPI), India's US Trade Deal in 2026: Can It Survive the Iran Oil Shock?, RTX Corporation (RTX), T. Rowe Price Group, Inc. (TROW), Perpetual Futures.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Contrary to the traditional flight-to-safety playbook, bond yields are rising alongside oil prices as war-driven inflation fears overwhelm demand for U.S. Treasuries as a haven asset. We examine why this unusual bond market behavior matters for every investor who holds fixed income, and what it signals about the durability of the post-pandemic rate environment.Today's Stocks & Topics: ZIM Integrated Shipping Services Ltd. (ZIM), Market Wrap, Netflix, Inc. (NFLX), High Deficit on Bond Markets, Financial Planning, War Bonds vs. War Stocks: How Treasuries Are Really Responding to the Iran Conflict, KPP Newsletter, Zions Bancorporation, National Association (ZION), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Newmont Corporation (NEM), Edison International (EIX), Archer-Daniels-Midland Company (ADM), FCC Trying To Change Quarterly Earnings Rules.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Even as the Strait of Hormuz closed and oil surged, chip stocks and the Nasdaq bounced back sharply as investors bet that AI-driven earnings growth outweighs any geopolitical headwinds. We explore the dangerous psychology of a market that keeps shrugging off war headlines — and whether that confidence is justified.Today's Stocks & Topics: Cincinnati Financial Corporation (CINF), Market Wrap, iShares U.S. Power Infrastructure ETF (POWR), Tema Electrification ETF (VOLT), Defiance AI & Power Infrastructure ETF (AIPO), Oil Traders Warning, Reddit, Inc. (RDDT), Is the AI Rally Ignoring a Real Geopolitical Threat to Tech Stocks?, Berkshire Hathaway Inc. (BRK.B), Financial Sector, The Housing Market.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
New data shows retail traders are piling into speculative assets and individual momentum plays while largely ignoring broad index exposure in the S&P 500 — a behavioral pattern that historically signals late-cycle risk-taking. We explore the psychology behind this trend and why chasing shiny objects almost always ends badly for individual investors.Today's Stocks & Topics: Sprouts Farmers Market, Inc. (SFM), Market Wrap, Brussels and European Banks, Coherent Corp. (COHR), Retail Investors Chase Shiny Objects While Ignoring the S&P 500, iShares Core Dividend ETF (DIVB), Lennox International Inc. (LII), Airbnb, Inc. (ABNB), Charter Communications, Inc. (CHTR), Small Caps.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Oil prices are surging, the Fed is flagging war-driven inflation risks, and consumers are already feeling pain at the pump — raising fears that a second inflation wave could undo the progress made over the past two years. We walk through whether the current macro setup is truly comparable to 2022 and what investors should do differently this time.Today's Stocks & Topics: Covered Calls, Market Wrap, The Auto Industry, S&P Global Inc. (SPGI), Arista Networks, Inc. (ANET), RELX PLC (RELX), How to Protect Your Portfolio from Inflation's Second Wave, Costco Wholesale Corporation (COST), Altria Group, Inc. (MO), Philip Morris International Inc. (PM), Industrial Supply Change.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Follow these seven steps to keep your financial goals on track in the second half of 2026.Today's Stocks & Topics: Micron Technology, Inc. (MU), iShares MSCI South Korea ETF (EWY), SK hynix Inc. (SKHY), Market Wrap, These Simple Portfolio Checks Could Save You from Costly Mistakes, Celsius Holdings, Inc. (CELH), Moving Averages, Costco Wholesale Corporation (COST), Japanese Yen.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Record heat waves and overcrowded peak seasons are driving a surprising offseason travel boom, with airlines, hotels, and travel platforms seeing demand patterns that are rewriting the traditional tourism calendar. For investors, this behavioral shift in consumer spending is a window into the resilience — or fragility — of the American consumer in a high-cost environment.Today's Stocks & Topics: AeroVironment, Inc. (AVAV), TTM Technologies, Inc. (TTMI), HSBC Pulling out from Private Credit, 401k, Travel Stocks 2026: What the Offseason Boom Tells Us About the Consumer Economy, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Tenaris S.A. (TS), B2Gold Corp. (BTG), Murphy USA Inc. (MUSA), Graco Inc. (GGG), Top Heavy Economy.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As the AI trade gets choppier and investors look for alternatives to mega-cap tech concentration, India is emerging as a serious destination for capital seeking growth without the AI boom-bust risk. But before you pivot your portfolio eastward, you need to understand the real risks and opportunities in the world's most populous economy.Today's Stocks & Topics: Rambus Inc. (RMBS), Market Wrap, Fox's Acquisition of ROKU, The Labor Market, Stock Split, Is India the Best Emerging Market to Invest in for 2026?, Vertiv Holdings Co (VRT), Franklin FTSE India ETF (FLIN), ONEOK, Inc. (OKE), Microsoft Corporation (MSFT), Tobacco Stocks.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Electronic warfare, drones, and advanced defense technology are forcing Wall Street to completely rethink how defense companies are valued — moving them closer to tech multiples than old-school defense contractor models. With NATO spending commitments rising and geopolitical risk still elevated, the defense tech theme may be one of the most compelling macro investment stories of 2026.Today's Stocks & Topics: Day Trading, Market Wrap, Constellation Software Inc. (CNSWF), Karooooo Ltd. (KARO), Dividend Stocks, Alphabet Inc. (GOOG), Defense Tech Stocks in 2026: Is This the New Growth Sector Investors Have Been Waiting For?, VanEck Gold Miners ETF (GDX), Dividend Investing.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Bloomberg is reporting that one of the key signals driving the AI trade is losing its reliability — and that raises a critical question for investors who've built positions around AI infrastructure, chips, and related names. When the narrative cracks, understanding what's driving valuations underneath becomes more important than ever.Today's Stocks & Topics: SAP SE (SAP), Market Wrap, Sirius XM Holdings Inc. (SIRI), AI Tokens, Terex Corporation (TEX), What Happens When the AI Bubble Pops? The Trade Is Losing Its North Star, Applied Industrial Technologies, Inc. (AIT), Adobe Inc. (ADBE), SMI 3Fourteen Full-Cycle Trend ETF (FCTE), ROTH Conversions, Hyperscalers.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Mid-year is a smart time to model conversions before year-end tax planning gets rushed. A practical walkthrough of who benefits, how to size a conversion, and the bracket-management math that makes it work.Today's Stocks & Topics: Comcast Corporation (CMCSA), Market Wrap, ATI Inc. (ATI), Leggett & Platt, Incorporated (LEG), AT&T Inc. (T), Capital Flows, Vanguard Health Care Index Fund ETF Shares (VHT), The Roth Conversion Window, CAVA Group, Inc. (CAVA), ExxonMobil Holdings Corporation (XOM), MicroStrategy (MSTR).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: I-R-As, 401k Plan, Compound Frequency, Is It Good Time to Buy Stocks, Fidelity 401k Plan, Small Cap Stocks, Fed Rate Cuts, Relative Strength, Young Investor Looking for Advised, Silver, Start Taking Equity, Financial Terminology, Fundamental Analysis, 457 Retirement Plan.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
When the Russell 2000 is up over 20% and the S&P under 10%, "I just own the index" means very different things depending on which index. A chance to explain how market-cap weighting quietly concentrated listeners into a handful of names.Today's Stocks & Topics: Cardinal Health, Inc. (CAH), Market Wrap, McDonald's Corporation (MCD), Rotation Trade, Oracle Corporation (ORCL), The Index Fund Trap, Barrick Mining Corporation (B), Agnico Eagle Mines Limited (AEM), ImmunityBio, Inc. (IBRX), The Power Grid.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
A look back at what actually worked in the first half of 2026 versus what the consensus predicted in January. Great for humility about forecasts and a setup for second-half positioning.Today's Stocks & Topics: Clean Harbors, Inc. (CLH), Market Wrap, Microsoft Corporation (MSFT), The Streaming Industry, The Campbell's Company (CPB), The Half-Year Scoreboard, Vanguard Information Technology ETF (VGT), State Street Technology Select Sector SPDR ETF (XLK), Xometry, Inc. (XMTR), Iron Mountain Incorporated (IRM), Indexes Performance.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
A major shop just lifted its S&P 500 target to 7,800 on a "Blue Sky" scenario, implying another leg higher from here. A teaching moment on how Wall Street targets are built, why they move, and how little they should drive your decisions.Today's Stocks & Topics: MercadoLibre, Inc. (MELI), Market Wrap, The Williams Companies, Inc. (WMB), EQT Corporation (EQT), NAFTA Renegotiation, The Mosaic Company (MOS), JPMorgan Says 7,800: Should You Believe Price Targets?, Vanguard Health Care ETF (VHT), iShares Global Healthcare ETF (IXJ), AI Jobs Apocalypse, The Buckle, Inc. (BKE).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The SpaceX IPO may be one of the most exciting market events in years, but history shows that the most anticipated IPOs can also be the most dangerous moment for retail investors. This video does not predict whether SpaceX will rise or fall. Instead, it gives investors a clear framework for understanding access, valuation, lockups, liquidity, timing risk, and whether the opportunity actually fits their portfolio.Today's Stocks & Topics: Sibanye Stillwater Limited (SBSW), Market Wrap, Las Vegas Sands Corp. (LVS), Automatic Dividend Reinvestment Program, Constellation Energy Corporation (CEG), The Southern Company (SO), What Are the Biggest Risks of the SpaceX IPO?, ConocoPhillips (COP), Putnam Large Cap Value Fund (PEYAX), Wheaton Precious Metals Corp. (WPM), First Majestic Silver Corp. (AG), S&P 500, Earnings Growth.Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The dollar held steady after the Iran talks while the British pound dropped on political upheaval, the Japanese yen neared 40-year lows, and the Indian rupee snapped a winning streak — all in the same week. Currency moves of this magnitude have real implications for international investment returns, inflation, and the relative attractiveness of global markets.Today's Stocks & Topics: Apple Inc. (AAPL), Market Wrap, KPP Newsletter, Inflation, CleanSpark, Inc. (CLSK), Should You Hedge Currency Risk? The Dollar, Yen, and Rupee in a Shifting Global Order, Applied Materials, Inc. (AMAT), NuScale Power Corporation (SMR), SkyWater Technology, Inc. (SKYT), Aeluma, Inc. (ALMU), Crystal Ball Trading Challenge.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Raising the minimum wage has been a political winner for years, but it's now running into stiff resistance as inflation concerns take center stage. For investors, the debate cuts to the heart of corporate margins, consumer spending power, and the Fed's inflation-fighting mandate.Today's Stocks & Topics: Phillips 66 (PSX), Market Wrap, SpaceX Bond Sale, Lakeland Industries, Inc. (LAKE), Minimum Wage and Inflation: What Higher Labor Costs Really Mean for Your Portfolio, Spotify Technology S.A. (SPOT), StoneX Group Inc. (SNEX), ServiceNow, Inc. (NOW), The Wheel Strategy, Stablecoins.Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
This past week delivered a rare natural experiment — major Fed communications and a historic Middle East ceasefire happened simultaneously, giving investors a live stress test of what truly moves markets. Dissecting which force had more power over stock prices, bond yields, and the dollar can sharpen every investor's macro framework going forward.Today's Stocks & Topics: Roblox Corporation (RBLX), Market Wrap, Option Markets, Fedspeak vs. Geopolitics: Which Force Actually Drives Markets More?, Toast, Inc. (TOST), The Japanese Yen, Owning Silver & Gold, Perpetual Futures.Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The AI trade has dramatically outpaced the hyperscalers who are supposedly its biggest beneficiaries, even as Big Tech's stock buybacks disappear under the weight of massive AI capital expenditures. Investors are now asking whether the AI infrastructure buildout will ever translate into the returns that justify these sky-high valuations.Today's Stocks & Topics: iShares Global Utilities ETF (JXI), Market Wrap, Lockheed Martin Corporation (LMT), Low Cost Loans, Bitcoin, AI's Spending Paradox: Hyperscalers Left Behind as the Trade Evolves, Apple Hospitality REIT, Inc. (APLE), KraneShares CSI China Internet ETF (KWEB), AI Center Facing Backlash in American Communities.Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
This market looks like 2022 in three uncomfortable ways: investors are nervous about inflation, interest rates are still driving market behavior, and expensive growth stocks are vulnerable to sharp resets. But 2026 is not a copy-and-paste repeat of 2022. The investor who understands the similarities and the differences will be less likely to panic, chase, or rebalance at the wrong time.Today's Stocks & Topics: Invesco Aerospace & Defense ETF (PPA), Market Wrap, Grayscale Ethereum Staking Mini ETF (ETH), Allison Transmission Holdings, Inc. (ALSN), Advance Auto Parts, Inc. (AAP), Is This 2022 All Over Again? The Market Risk Checklist for 2026 (Today), Newmont Corporation (NEM), SPDR Gold Shares (GLD), Capital Flowing Into AI Is It A Warning Sign?, Zombie Unicorn Companies. Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Treasury Bill, When to Sell, I-R-A Rollover, Retirement Allocation, Dividend Reinvestment, How A Senior Should Invest, Oil Stocks, Private Equity vs. Private Credit, Roth I-R-A, P.E. Ratio Calculation, Railroad Stocks, SEC Rule Change.Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs”June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Fox announced a $22 billion deal to acquire streaming device maker Roku this week, a blockbuster move that signals how traditional media companies are racing to control the living room hardware layer. We look at what this mega-merger reveals about the economics of streaming, the value of distribution, and what consolidation means for consumers and investors.Today's Stocks & Topics: BNY Mellon Municipal Bond Infrastructure Fund, Inc. (DMB), Viking Holdings Ltd (VIK), ONEOK, Inc. (OKE), YPF Sociedad Anónima (YPF), Kinder Morgan, Inc. (KMI), The Fox-Roku Deal: What Big Media M&A Tells Us About the Streaming Economy, Southern Copper Corporation (SCCO), State Street Materials Select Sector SPDR ETF (XLB), State Street SPDR S&P Metals & Mining ETF (XME), AI Earnings, Simon Property Group, Inc. (SPG), Vanguard Real Estate ETF (VNQ), Bank Regulations.Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Bitcoin's latest price plunge is forcing investors to revisit a fundamental question: why do they actually own it? As the debate over crypto's role in a diversified portfolio heats up again, we break down the real investment thesis for digital assets and whether Bitcoin deserves a seat at the table for long-term investors.Today's Stocks & Topics: Woodside Energy Group Ltd (WDS), Market Wrap, Microsoft Corporation (MSFT), The Charles Schwab Corporation (SCHW), Bitcoin's Identity Crisis: Is It a Store of Value or a Speculative Toy?, Zebra Technologies Corporation (ZBRA), Sectors Affected by the Peace Agreement, Salesforce, Inc. (CRM), Inflation and Interest Rates.Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs”June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Silver didn’t hit $121 because people suddenly wanted more silverware. It exploded because the market is starting to recognize silver for what it really isToday's Stocks & Topics: First Majestic Silver Corp. (AG), Market Wrap, Nu Holdings Ltd. (NU), Remitly Global, Inc. (RELY), Tractor Supply Company (TSCO), Dividend Reinvestment Plan (DRIP), Silver Is Now a Monetary Metal. The $12, Vanguard Real Estate Index Fund ETF Shares (VNQ), Gold, Fundamental Analysis, 457 Retirement Plan. Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
From Honeywell's CEO declaring AI will 'redefine automation' amid mounting labor shortages, to global capitalism doubling down on an AI future that alarms voters, the artificial intelligence investment story is entering a new and more complex phase. We examine whether AI's promises are translating into real economic returns and how investors should position themselves.Today's Stocks & Topics: Amazon.com, Inc. (AMZN), Markt Wrap, How A Senior Should Invest, SEC rule change, AI Automation Stocks to Watch: Are Workers and Investors Ready for What's Coming?, IonQ, Inc. (IONQ), International Business Machines Corporation (IBM), Alphabet Inc. (GOOG), Silvercrest Asset Management Group Inc. (SAMG), Industrial Logistics Properties Trust (ILPT), China.Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Even as geopolitical tensions roil financial markets, wealthy consumers are defying the gloom — private jet demand is surging at events like Monaco and Cannes, and Broadway just recorded a record 1.9 billion dollar season. This divergence between financial anxiety and high-end consumer spending raises important questions about where the real economy actually stands.Today's Stocks & Topics: Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB), Market Wrap, KPP Newsletter, CSX Corporation (CSX), The Wealth Effect Paradox: Why Rich Consumers Are Spending Big While Markets Wobble, Powell Industries, Inc. (POWL), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, AI Build-out and Commodities, Defense Sector.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
USAA is returning nearly one billion dollars to Florida policyholders following legal reforms that have dramatically reduced frivolous claims and litigation costs in the state's notoriously troubled insurance market. This is a powerful case study in how regulatory and legal environments — not just weather — drive insurance affordability across the country.Today's Stocks & Topics: Alexandria Real Estate Equities, Inc. (ARE), Market Wrap, Berkshire Hathaway Inc. (BRK-B), Schwab U.S. Dividend Equity ETF (SCHD), Steel Dynamics, Inc. (STLD), Florida Home Insurance Reform Is Working — And It Could Reshape the Entire Market, Vanguard Small-Cap Value Index Fund ETF Shares (VBR), iShares MSCI Indonesia ETF (EIDO), Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK), Spacex (SPCX), Vanguard Total World Stock Index Fund ETF Shares (VT), The U.S. Treasury issues Treasury Bills (T-Bills).Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Friday's stronger-than-expected jobs report sent stocks tumbling and reignited fears that the Federal Reserve may be forced to raise rates rather than cut them. With gold falling sharply and bond markets repricing, investors need to understand what a potential rate hike cycle means for their portfolios.Today's Stocks & Topics: Hingham Institution for Savings (HIFS), Market Wrap, Constellation Energy Corporation (CEG), Is the Fed's Next Move a Rate Hike? What a Strong Jobs Report Means for Your Portfolio, Investing in Industrials, PayPal Holdings, Inc. (PYPL), Markets and the War, Micron Technology, Inc. (MU), Simon Property Group, Inc. (SPG), Uber Technologies, Inc. (UBER).Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
After years of AI euphoria, a growing bear case is emerging around the mega-cap tech companies pouring hundreds of billions into AI infrastructure — with serious questions about when, or if, those returns will materialize. This week's tech selloff and tumbling AI-related stocks suggest the market may finally be demanding answers.Today's Stocks & Topics: Primoris Services Corporation (PRIM), Market Wrap, Oil Stocks, Is the AI Trade Over? The Bear Case Against Hyperscaler Spending, 401k Allocation, Vanguard Emerging Markets Stock Index Fund (VEMAX), iShares Residential and Multisector Real Estate ETF (REZ), K92 Mining Inc. (KNT.TO), Vanguard S&P 500 ETF (VOO), Vanguard Total Stock Market Index Fund ETF Shares (VTI), The IPO Market.Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
With markets simultaneously hitting record highs on AI optimism while facing war-driven inflation and potential rate hikes, some prominent voices are questioning whether passive index investing is still the right default strategy. We weigh the evidence on when active management or factor-based strategies may genuinely add value — and when they don't.Today's Stocks & Topics: Innovative Industrial Properties, Inc. (IIPR), Market Wrap, Space Exploration Technologies Corp. (SPCX), PPG Industries, Inc. (PPG), Are Index Funds Enough in a Volatile Market? The Case for and Against Active Strategies, Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK), Bitcoin Strategy, NVIDIA Corporation (NVDA), IPOs Time.Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
(From NATO allies boosting budgets in response to Russia's aggression to Asia-Pacific nations rearming amid China's military buildup, defense spending is rising on virtually every continent. We examine how investors can think about the long-term defense sector tailwind without simply chasing headlines.)Today's Stocks & Topics: Lincoln National Corporation (LNC), Market Wrap, AT&T Inc. (T), The Clorox Company (CLX), Insulet Corporation (PODD), Defense Stocks 2026: How the Global Security Boom Creates Long-Term Investment Opportunities, The Hartford Insurance Group, Inc. (HIG), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, WESCO International, Inc. (WCC), KPP Newsletter, Fidelity Total Bond Fund (FTBFX), Vanguard Short-Term Bond Index Fund ETF Shares (BSV), Lithium.Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
A new survey finds that net worth — not income — is the dominant driver of financial anxiety, suggesting that many high earners are far less financially secure than their paychecks imply. We dig into what this means for how everyday investors should be building and measuring their financial progress.Today's Stocks & Topics: Carvana Co. (CVNA), Market Wrap, Expand Energy Corporation (EXE), Vista Shares Electrification Supercycle ETF (POW), Comfort Systems USA, Inc. (FIX), Centrus Energy Corp. (LEU), Net Worth Milestones by Age: Why Net Worth Matters More Than Income for Financial Security, Freeport-McMoRan Inc. (FCX), Marvell Technology, Inc. (MRVL), Archer-Daniels-Midland Company (ADM), CF Industries Holdings, Inc. (CF), Million Dollar Retirement? Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Gold is dipping even as the Middle East conflict intensifies and inflation worries mount — a counterintuitive move that has investors scratching their heads about where to find safety. We explore what's really driving gold prices and whether the precious metal still belongs in a defensive portfolio.Today's Stocks & Topics: Treasury Bill, Market Wrap, Schwab U.S. Dividend Equity ETF (SCHD), Martin Marietta Materials, Inc. (MLM), Gold's Confusing Signal: Why the Safe-Haven Trade Isn't Playing Out as Expected, Select STOXX Europe Aerospace & Defense ETF (EUAD), Salesforce, Inc. (CRM), Uranium Royalty Corp. (UROY), AstraZeneca PLC (AZN).Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Treasury yields are edging higher as U.S.-Iran military exchanges rattle markets and inflation expectations climb, creating a challenging environment for fixed income investors. We decode what's driving yield movement right now and whether bond investors should be repositioning for a higher-for-longer world.Today's Stocks & Topics: Tenet Healthcare Corporation (THC), Market Wrap, Phibro Animal Health Corporation (PAHC), Mueller Industries, Inc. (MLI), Is the 10-Year Treasury Yield About to Break Out? What Rising Rates Mean for Bonds and Borrowing, Janus Henderson AAA CLO ETF (JAAA), Barrett Business Services, Inc. (BBSI), The IPO Market, Dividend Reinvestment, Vanguard Mid-Cap Index Fund ETF Shares (VO). Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Investors are being told to “stay calm,” but markets today are reacting to more than earnings and interest rates. Supply chains, tariffs, geopolitical conflicts, and shipping disruptions are now directly impacting portfolios. So how do you invest without making emotional decisions? Today's Stocks & Topics: NIKE, Inc. (NKE), Market Wrap, Games Workshop Group (GWKSY), Intuit Inc. (INTU), How to Invest in Volatile Markets Without Panic, Rheinmetall AG (RNMBY), Space Exploration Technologies Corp. (SPCX), Big 3 IPOs.Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
DeepSeek has made a permanent 75% discount on its flagship AI model, a move that accelerates the commoditization of AI and puts pressure on the entire AI infrastructure investment thesis. We examine what falling AI model prices mean for the companies building AI, buying AI, and investing in the picks-and-shovels of the AI boom.Today's Stocks & Topics: Tutor Perini Corporation (TPC), Market Wrap, Vanguard International Growth Adm (VWILX), SPDR Gold MiniShares (GLDM), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, International Business Machines Corporation (IBM), Quantum Computing Stocks, Investment Fees and Taxes, Eli Lilly and Company (LLY), Oil Prices this Summer.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Analysts are raising concerns that a wave of mega-IPOs from companies like SpaceX and OpenAI could be signaling a market top — a pattern that has appeared at prior market peaks. We explore the history of IPO booms, what they reveal about market sentiment, and how investors should think about participating.Today's Stocks & Topics: CarMax, Inc. (KMX), Market Wrap, EQT Corporation (EQT), ONEOK, Inc. (OKE), Trailing Stop, Micron Technology, Inc. (MU), SpaceX, OpenAI, and the IPO Boom: Is a Wave of Mega-Floats a Market Top Warning?, Johnson & Johnson (JNJ), Xtrackers Nifty 500 India ETF (IND), iShares MSCI India ETF (INDA), Vanguard Short-Term Corporate Bond Index Fund ETF Shares (VCSH), Vanguard Total Bond Market Index Fund (BND), NetEase, Inc. (NTES), Roth Conversion.Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Today's Stocks & Topics: Capricor Therapeutics, Inc. (CAPR), Market Wrap, Railroad Stocks, Gentex Corporation (GNTX), Hedging in a Record Market: Strategies for Protecting Gains Without Missing Upside, Frontline PLC (FRO), P.E. Ratio Calculation, Check Point Software Technologies Ltd. (CHKP), ServiceNow, Inc. (NOW), Banks.Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Gold has been quietly climbing even as oil prices drop on Middle East peace hopes and the dollar drifts lower — a combination that reveals important dynamics about how investors are thinking about risk right now. We unpack what's driving gold higher and what it signals about broader market sentiment.Today's Stocks & Topics: Federal Agricultural Mortgage Corporation (AGM), Market Wrap, Starbucks Corporation (SBUX), Gold Is Climbing While Oil and the Dollar Fall — Here's What That Tells Investors, Textron Inc. (TXT), Amplify Cybersecurity ETF (HACK), Spacex (SPCX) Going Public, 3M Company (MMM), Consumer Sentiment.Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Precious Metals, Petrochemical Companies, Rollover 403b to Roth I-R-A, Preferred Stocks, Bitcoin, Investing Apps, Are We In Trouble?, Stock Valuation, Retirement, Alternative Investment: Groundfloor, Union Business Cycle, Buying Credit Cards Companies, 401/457 Plans, Roth I-R-A Contributions, Covered Call Strategy, SEPP-72t.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Governments around the world are carrying significantly more debt than they were just a few years ago… and now much of that debt is rolling into a much higher interest rate environment.Today's Stocks & Topics: Avantis All Equity Markets ETF (AVGE), Market Wrap, Suncor Energy Inc. (SU), Imperial Oil Limited (IMO), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Why Rising Sovereign Debt Could Become a Bigger Market Risk in 2026, Halliburton Company (HAL), EchoStar Corporation (SATS), ETFs, Ryder System, Inc. (R), Zoetis Inc. (ZTS).Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Americans are leaving the United States in record numbers, and many are spending hundreds of dollars just to learn how to do it, signaling a level of dissatisfaction with the domestic economic and political environment that cannot be ignored. We examine what this capital and talent flight trend means for the U.S. economy, tax base, and long-term investment thesis.Today's Stocks & Topics: AAON, Inc. (AAON), Market Wrap, Builders FirstSource, Inc. (BLDR), UFP Industries, Inc. (UFPI), Americans Are Fleeing: What the Record Emigration Trend Means for U.S. Wealth, When to Sell, Vanguard Total Stock Market Index Fund ETF Shares (VTI), Vanguard S&P 500 ETF (VOO), Mortgage Rates, Chord Energy Corporation (CHRD), The Wendy's Company (WEN), Bond MarketsOur Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Global companies are already sitting on a $25 billion bill from the Iran war, and the meter keeps running as supply chains, energy costs, and shipping routes remain disrupted. We look at which industries are absorbing the biggest losses and what forward-looking investors need to watch in upcoming earnings reports.Today's Stocks & Topics: Coeur Mining, Inc. (CDE), Market Wrap, State of the U.S. Economy, War's $25 Billion Tab: How the Iran Conflict Is Hitting Corporate Earnings, JPMorgan Chase & Co. (JPM), Palantir Technologies Inc. (PLTR), POET Technologies Inc. (POET), Grab Holdings Limited (GRAB), Productivity.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Bond traders are making ominous bets that long-term rates could stay much higher than anyone expected just a year ago, with the 30-year Treasury already above 5.1% and global bond markets under serious pressure. We dig into whether the era of cheap money is truly over and what a permanently higher rate environment means for every major asset class.Today's Stocks & Topics: United Parcel Service, Inc. (UPS), Market Wrap, Advanced Drainage Systems, Inc. (WMS), Amphenol Corporation (APH), Vanguard Energy Index Fund ETF Shares (VDE), Is 5% the New Normal for Long-Term Interest Rates? What the Bond Repricing Means for Investors, Nexstar Media Group, Inc. (NXST), Constellation Energy Corporation (CEG), Autocallable Funds, Schneider Electric S.E. (SBGSY), Oil Prices.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Volatility has investors nervous again… but historically, emotional reactions during turbulent markets have often led to the worst investing decisions.Today's Stocks & Topics: Tractor Supply Company (TSCO), Market Wrap, Virtus Reaves Utilities ETF (UTES), Fidelity MSCI Utilities Index ETF (FUTY), Market Volatility Isn’t the Problem — Emotional Investing Is, Celsius Holdings, Inc. (CELH), Modine Manufacturing Company (MOD), Eaton Corporation plc (ETN), International Business Machines Corporation (IBM), New Fed Chair Kevin Warsh, Super Ads.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Analyst Dan Ives is calling for Nasdaq 30,000 as the AI rally expands beyond the original handful of winners. We dig into whether the broadening AI trade is built on solid earnings fundamentals or if euphoria is getting ahead of reality.Today's Stocks & Topics: Dell Technologies Inc. (DELL), Market Wrap, Cadence Design Systems, Inc. (CDNS), AI's Next Chapter: Is the Nasdaq 30,000 Rally Sustainable or Dangerous Hype?, Verizon Communications Inc. (VZ), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Pershing Square Inc. (PS), Pershing Square USA, Ltd. (PSUS), Oil Futures Curve, KPP Newsletter, Intel Corporation (INTC), Private Company Shares Access.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The US dollar is caught between safe haven demand from Iran war fears and selling pressure when peace hopes rise, creating a volatile currency environment. We unpack what dollar swings mean for international investments, commodities, and the average American investor.Today's Stocks & Topics: Super Micro Computer, Inc. (SMCI), Market Wrap, Tigo Energy, Inc. (TYGO), Genco Shipping & Trading Limited (GNK), Edgewood Growth Fund Retail Class (EGFFX), US Dollar Outlook 2026: Strength, Weakness, and What's Driving It, Janus Henderson AAA CLO ETF (JAAA), iShares 0-3 Month Treasury Bond ETF (SGOV), ServiceNow, Inc. (NOW), Brown & Brown, Inc. (BRO), Intuit Inc. (INTU).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Major Wall Street banks are now pushing back their expectations for Federal Reserve rate cuts as inflation risks and jobs data complicate the picture. We discuss what a longer wait for rate relief means for your bond portfolio, mortgage, and stock valuations.Today's Stocks & Topics: Golar LNG Limited (GLNG), Market Wrap, Bentley Systems, Incorporated (BSY), Jacobs Solutions Inc. (J), MercadoLibre, Inc. (MELI), Is Goldman Sachs Right About the Fed Rate Cut Forecast?, Autodesk, Inc. (ADSK), Newmont Corporation (NEM), VanEck Gold Miners ETF (GDX), Rio Tinto Group (RIO), Schwab U.S. Dividend Equity ETF (SCHD).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Gold prices are whipsawing as war uncertainty collides with shifting expectations on Federal Reserve rate cuts. We examine whether gold is still the safe haven investors think it is in today's complex macro environment.Today's Stocks & Topics: The PNC Financial Services Group, Inc. (PNC), Market Wrap, Mobileye Global Inc. (MBLY), Gold Price Forecast 2026: Safe Haven or Victim of Rate Uncertainty?, Wingstop Inc. (WING), Colgate-Palmolive Company (CL), Inflation Soaring, State Street Energy Select Sector SPDR ETF (XLE), Palantir Technologies Inc. (PLTR), "NACHO" - Not A Chance Hormuz Open.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Stocks are pushing highs, but inflation, oil, rates, and housing are all flashing “stay disciplined. The market is acting confident… but the data is telling investors not to get comfortable yet.Today's Stocks & Topics: Venture Global, Inc. (VG), Market Wrap, Netflix, Inc. (NFLX), KLA Corporation (KLAC), AI and Investment Advice, Devon Energy Corporation (DVN), The Market Is Hot, But This Is Where Investors Get Hurt, The TJX Companies, Inc. (TJX), Free Cash Flow.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Anthropic just teamed up with Goldman Sachs and Blackstone to launch a $1.5 billion AI venture targeting private equity-owned companies—signaling that AI monetization is moving decisively beyond Silicon Valley and into mainstream corporate finance. This is a landmark moment for understanding where the real AI money is flowing.Today's Stocks & Topics: CVS Health Corporation (CVS), Market Wrap, Domino's Pizza, Inc. (DPZ), The Arms Race for AI Capital: How Anthropic, Goldman, and Private Equity Are Reshaping Investing, Value Stocks, Invesco S&P SmallCap Energy ETF (PSCE), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Rising Cost of Jet Fuel, FactSet Research Systems Inc. (FDS), KPP Newsletter, Memory Chips Stocks.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
China invoked its anti-sanctions law this week to block US blacklisting of its oil refiners, marking a significant escalation in the economic conflict running parallel to the Middle East military one. For global investors, this move signals that the US-China economic cold war is intensifying in ways that could reshape supply chains, commodities, and emerging market exposure.Today's Stocks & Topics: Sprott Uranium Miners ETF (URNM), Market Wrap, Honda Motor Co., Ltd. (HMC), Should Young Investors Keep Buying?, PayPal Holdings, Inc. (PYPL), McKesson Corporation (MCK), The Petro Dollar, Franklin International Core Dividend Tilt Index ETF (DIVI), Inflation, Abbott Laboratories (ABT).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Analysts are warning that markets are exhibiting 'misplaced euphoria' even as geopolitical tensions in the Middle East threaten an oil-driven economic slowdown. History shows that markets often fail to price in recession risk until it's too late—so how do you know when optimism becomes dangerous complacency?Today's Stocks & Topics: Diamondback Energy, Inc. (FANG), Market Wrap, Trading, Oklo Inc. (OKLO), Zoom Communications, Inc. (ZM), The Stock Market, Is a Recession Coming in 2026? How Markets Sleepwalk Into Economic Downturns, Becton, Dickinson and Company (BDX), Becton, Union Pacific Corporation (UNP), Valero Energy Corporation (VLO), Inflation.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
US manufacturing input costs hit their highest level in four years in April, even as the sector broadly held steady—a classic precursor to stagflation where costs rise faster than growth. For investors, stagflation is one of the most difficult macro environments to navigate, and understanding it now could be the most important financial move you make this year.Today's Stocks & Topics: Pacer US Cash Cows 100 ETF (COWZ), Markt Wrap, Space X IPO, Fiserv, Inc. (FISV), Terex Corporation (TEX), How to Invest During Stagflation: What Rising Manufacturing Costs Mean for Your Portfolio, E.L.F. Beauty, Inc. (ELF), Shopify Inc. (SHOP), Abercrombie & Fitch Co. (ANF), Customers Bancorp, Inc. (CUBI), How Companies Survive Without Profits, Q1 GDP Growth Rate.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Global aluminum supply is tightening fast, and investors are starting to notice. The real question is whether this is just a short-term commodity spike…or the beginning of a major re-rating in aluminum stocks.Today's Stocks & Topics: Carrier Global Corporation (CARR), Market Wrap, Adobe Inc. (ADBE), Bay Area Rental Market, NVR, Inc. (NVR), The Aluminum Crisis of 2026: Why Aluminum Prices are Skyrocketing, Vanguard S&P 500 Growth Index Fund ETF Shares (VOOG), Vanguard Total Stock Market Index Fund ETF Shares (VTI), Shorting, ASML Holding N.V. (ASML), Private Equity.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
While Western nations grapple with the fallout from the Iran conflict, China's clean tech exporters are cashing in, and its industrial profits are still growing — all while Beijing quietly expands its economic pressure toolkit under cover of a trade truce with Trump. We unpack China's strategic positioning and what it means for global trade and US investors.Today's Stocks & Topics: PIMCO Dynamic Income Fund (PDI), Market Wrap, Welltower Inc. (WELL), China's Calculated Play: How Beijing Is Turning the Iran War into an Economic Advantage, WEC Energy Group, Inc. (WEC), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Chevron Corporation (CVX), Oil Mayors, KPP Newsletter, Kimbell Royalty Partners, LP (KRP), Intel Corporation (INTC).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Soaring European power prices driven by the Iran conflict are sending governments and investors scrambling toward solar and other renewables at a pace never seen before. We explore whether this energy shock represents a permanent turning point for clean energy investment or just a temporary spike in interest.Today's Stocks & Topics: Bank of America Corporation (BAC), Market Wrap, WisdomTree Enhanced Commodity Strategy Fund (GCC), Will the Iran War Be the Catalyst That Finally Supercharges the Green Energy Transition?, Teck Resources Limited (TECK), The Charles Schwab Corporation (SCHW), Covered Call Options, Economic Growth Numbers, Lululemon Athletica Inc. (LULU), GDP Ratio.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Nearly 40% of landlords are now offering concessions to attract tenants — free months of rent, waived fees, gift cards — a sign that the apartment market is fundamentally shifting in favor of renters after years of landlord dominance. We break down what this tells us about housing supply, shelter inflation, and the investment case for real estate right now.Today's Stocks & Topics: Taseko Mines Limited (TGB), Market Wrap, Uber Technologies, Inc. (UBER), iShares Core MSCI EAFE IMI Index ETF (TSX:XEF), The Apartment Concession Wave: What Record Landlord Giveaways Tell Us About the Rental Market, Quantum Computing Inc. (QUBT), IonQ, Inc. (IONQ), VanEck Morningstar Wide Moat ETF (MOAT), Trading.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The Iran war has reshuffled the global energy order, handing OPEC's coveted swing producer role to the United States. We explore what this geopolitical shift means for domestic energy stocks, oil prices, and long-term energy independence.Today's Stocks & Topics: Williams-Sonoma, Inc. (WSM), Market Wrap, Strategies for Tax Loss Harvesting, America's New Oil Crown: How the Iran War Made the US the World's Swing Producer, Aehr Test Systems Inc. (AEHR), America is Losing Conference on Retirement, Franco-Nevada Corporation (FNV), Stock Market Valuation, Dividend Stocks or Price Appreciation.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
SpaceX and OpenAI are heading for the public markets with combined valuations approaching 3 trillion dollars; but by the time retail investors get access, has the real opportunity already passed? We will break down the IPO cycle most investors don't understand, why hype distorts valuation, and the five things you should watch before buying into any mega-IPO.Today's Stocks & Topics: Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK), Market Wrap, VICI Properties Inc. (VICI), Top 5 Technical Indicators, The Mega IPO Setup: What SpaceX and OpenAI Really Mean for Your Money, AstraZeneca PLC (AZN), AbbVie Inc. (ABBV), Sunbelt Rentals Holdings, Inc. (SUNB), Roth vs. Traditional I-R-S.*Correction: In this episode, we incorrectly stated that Robinhood was worth $2 billion. At the time of airing, Robinhood’s market capitalization was approximately $75 billion.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Citadel Securities is reportedly exploring prediction markets as trading scales up, a development that could fundamentally change how financial markets incorporate real-world event probabilities into prices. We will examine what prediction markets are, how they work, and what their mainstream adoption means for investors.Also in this podcast: INTU - Intuit Inc., AMAT - Applied Materials Inc., BKNG - Booking Holdings Inc., AMD - Advanced Micro Devices Inc.; also, a listener question on 'asset allocation'; plus Luke's MARKET WRAP UP, and his topic talking points: “Consumer Sentiment” and “AI Investment Decisions Warning”; and Luke reviewed treasury rates, metal prices, and oil and gas prices. Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Goldman Sachs data shows hedge funds poured $86 billion into stocks as Iran peace hopes grew, representing one of the largest buying surges in recent memory. We examine what this massive institutional move tells us about market sentiment, and whether retail investors should follow or be cautious when the smart money rushes in.Today's Stocks & Topics: Core & Main, Inc. (CNM), Market Wrap, Trump and the Economy, Hedge Funds Poured $86 Billion Into Stocks — Should You Follow the Smart Money?, VanEck Alternative Asset Manager ETF (GPZ), Medtronic plc (MDT), Abbott Laboratories (ABT), Jobs and Immigration Crackdown, Algonquin Power & Utilities Corp. (AQN), The Home Depot, Inc. (HD), The Global Economy.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Some grocery chains are deploying AI to slash food waste and improve profit margins, a trend that reflects a broader shift in how artificial intelligence is creating real, measurable returns in unexpected corners of the economy. We examine how AI-driven operational efficiency is becoming a competitive moat — and what it means for investors looking beyond the obvious AI plays.Today's Stocks & Topics: MNTN, Inc. (MNTN), Automatic Data Processing, Inc. (ADP), Market Wrap, Technical Indicators, Netflix, Inc. (NFLX), AI in the Aisles: How Artificial Intelligence Is Transforming Retail Profit Margins, iShares Ultra Short Duration Bond Active ETF (ICSH) vs. Money Market Accounts, Alarm.com Holdings, Inc. (ALRM), Target Corporation (TGT), Deglobalization.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Millions of Americans change jobs every year without fully claiming the retirement contributions, unvested stock, and other compensation they've earned — and it adds up to billions in lost wealth over a lifetime. We break down the key financial steps every worker should take before handing in their resignation letter.Today's Stocks & Topics: Avis Budget Group, Inc. (CAR), Market Wrap, iShares MSCI Switzerland ETF (EWL), Franklin FTSE Switzerland ETF (FLSW), Tractor Supply Company (TSCO), What Happens to Your 401k When You Leave a Job?, Super Micro Computer, Inc. (SMCI), ServiceNow, Inc. (NOW), Intel Corporation (INTC), Energy Forecast, Badger Meter, Inc. (BMI), Private Credit.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Precious Metals, Petrochemical Companies, Rollover 403b to Roth I-R-A, Preferred Stocks, Bitcoin, Investing Apps, Are We In Trouble?, Stock Valuation, Retirement, Alternative Investment: Groundfloor, Union Business Cycle, Buying Credit Cards Companies, 401/457 Plans, Roth I-R-A Contributions, Covered Call Strategy, SEPP-72t.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Residential Real Estate in Bay Area, Portfolio Management, Bitcoin, Three-Buckets Retirement Strategy, CD Rates, Changing Taxes Status, Oil Field Services, Saving for Retirement, How to Short a Stock, Safe Haven Investment, Liquidity, Monetizing Debt, International Exposure, Options & Capital Gains, Covered Calls ETFs.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Despite an Iran war, a Hormuz blockade, oil topping $100, and failed peace talks, the stock market has shown remarkable resilience — leaving many investors puzzled and cautious in equal measure. We dig into what's really holding markets up and whether this resilience is a sign of strength or dangerous complacency.Today's Stocks & Topics: TransMedics Group, Inc. (TMDX), Arxis, Inc. Class A Common Stock (ARXS), Market Wrap, Carriage Services, Inc. (CSV), Addus HomeCare Corporation (ADUS), National HealthCare Corporation (NHC), The Resilient Market Paradox: Why Stocks Keep Holding Up Despite Chaos, Universal Display Corporation (OLED), Oracle Corporation (ORCL), US Jobless Claims, Cavco Industries, Inc. (CVCO), U.S. Day Trading Rules.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Research shows that children who develop healthy relationships with money early in life end up in significantly better financial shape as adults, yet most schools still don't teach personal finance. We explore practical strategies for instilling sound financial habits in kids and how those habits compound over a lifetime.Today's Stocks & Topics: CEMEX, S.A.B. de C.V. (CX), Market Wrap, Salesforce, Inc. (CRM), Comcast Corporation (CMCSA), Space X IPO, Is a Custodial Investment Account Right for Your Kids?, National Healthcare Properties, Inc. (NHP), Defense Spending, Vanguard Emerging Markets Stock Index Fund Admiral Shares (VEMAX), Palomar Holdings, Inc. (PLMR).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The IRS has published its official list of occupations that qualify for the new 'no tax on tips' provision, giving millions of service workers potential tax relief. We examine the economic impact of this policy, who really benefits, and what it might mean for consumer spending patterns.Today's Stocks & Topics: Dutch Bros Inc. (BROS), Market Wrap, Nestlé S.A. (NSRGF), Nestlé S.A. (NSRGY), No Tax on Tips: What the IRS Ruling Actually Means for Workers and the Economy, HF Sinclair Corporation (DINO), The International Monetary Fund and Global Economy, Sandisk Corporation (SNDK), Western Digital Corporation (WDC), The Curve Steepener and the War.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Navigating the stock market and building a secure financial future can feel overwhelming, but you don’t have to do it alone. Welcome to InvestTalk. Every weekday, we provide unbiased financial guidance, break down market trends, and most importantly, answer your questions live. Whether you are wondering about asset allocation, retirement planning, or a specific stock, we are here to help you make smarter money decisions.Independent thinking and shared success start right here. Hit that "Follow" button so you never miss an episode, and let's start building your wealth today.Call 888-99-CHART to hear your questions answered live on the show.Independent Thinking, Shared Success | InvestTalk.comOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Companies like CrowdStrike are taking advantage of their struggling stock prices by increasing buyback activity, reflecting management confidence despite market volatility. This trend raises questions about whether corporate buybacks signal attractive entry points for investors.Today's Stocks & Topics: AppLovin Corporation (APP), Market Wrap, Hess Midstream LP (HESM), MPLX LP (MPLX), Roblox Corporation (RBLX), Do Corporate Stock Buybacks Signal Attractive Entry Points for Investors?, Sysco Corporation (SYY), ICICI Bank Limited (IBN), Interest Rates.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The Iran crisis is forcing a fundamental reevaluation of global logistics and infrastructure investments as companies seek alternative supply routes. Shipping companies and logistics providers are adapting to new realities while infrastructure spending becomes increasingly strategic.Today's Stocks & Topics: iShares Gold Trust (IAU), Market Wrap, Atlassian Corporation (TEAM), Winmark Corporation (WINA), Enel SpA (ENLAY), Berkshire Hathaway Inc. (BRK-B), The Shipping Stocks Supply Chain Crisis and Infrastructure Investment Opportunities, Brown & Brown, Inc. (BRO), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, KPP Newsletter, The Bobby Bonilla Story.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Treasury yields are holding steady as traders assess mixed signals on Middle East de-escalation amid ongoing conflict uncertainties. The bond market is trying to balance safe-haven demand against persistent inflation concerns from energy price spikes.Today's Stocks & Topics: International Paper Company (IP), Market Wrap, Roche Holding AG (SWX:RO), Microsoft Corporation (MSFT), Altria Group, Inc. (MO), What Are Treasury Bond Yields Forecasting for Investors in 2026?, Salesforce, Inc. (CRM), The U.S.-Iran Ceasefire and the U.S. Economy, HOA Fees.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The US labor market posted its largest jobs gain in 15 months, showing remarkable resilience despite escalating Middle East tensions. However, analysts warn that prolonged geopolitical conflicts could create headwinds for future employment growth.Today's Stocks & Topics: NiSource Inc. (NI), Market Wrap, 101 Technical Analysis and Chart Reading, Dell Technologies Inc. (DELL), Dividend vs. Value Investment, Foreign vs. Domestic Investments, Employment Growth 2026: Jobs Resilience Amid Geopolitical Crisis, Riley Exploration Permian, Inc. (REPX), McKesson Corporation (MCK), Treasuries, Intel Corporation (INTC), Enbridge Inc. (ENB).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Trump's proposed 'historic' defense spending budget and escalating Middle East tensions are creating a new military investment cycle. The rescue operations and ongoing conflicts highlight increased demand for advanced military technology and aerospace capabilities.Today's Stocks & Topics: Alerian MLP ETF (AMLP), Market Wrap, Franklin FTSE Australia ETF (FLAU), Intel Corporation (INTC), Aerospace Defense Contractors: The New Military Investment Cycle, Strategy to Use During War, SS&C Technologies Holdings, Inc. (SSNC), 401k to Roth I-R-A Strategy, U.S. Wealth, Iron Mountain Incorporated (IRM), March Jobs Report.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Aluminum prices have rocketed to four-year peaks after Iranian attacks targeted Middle Eastern smelters, highlighting how geopolitical risks can instantly reshape commodity markets. The industrial metals complex is flashing warning signs about supply chain disruptions that could ripple through manufacturing sectors globally.Today's Stocks & Topics: Sterling Infrastructure, Inc. (STRL), Market Wrap, Fair Isaac Corporation (FICO), Company Stock Allocation, PulteGroup, Inc. (PHM), Materials Sector Stocks Surge as Aluminum Hits Multi-Year Highs, CNX Resources Corporation (CNX), Dutch Bros Inc. (BROS), Celsius Holdings, Inc. (CELH), Skyward Specialty Insurance Group, Inc. (SKWD), Value Stocks.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Precious Metals, Petrochemical Companies, Rollover 403b to Roth I-R-A, Preferred Stocks, Bitcoin, Investing Apps, Are We In Trouble?, Stock Valuation, Retirement, Alternative Investment: Groundfloor, Union Business Cycle, Buying Credit Cards Companies, 401/457 Plans, Roth I-R-A Contributions, Covered Call Strategy, SEPP-72t.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Global bond prices are heading for their biggest monthly decline in years as geopolitical tensions stoke fears of sustained inflation and economic disruption. The bond market rout is forcing investors to reconsider their fixed income allocations as traditional safe havens lose their appeal.Today's Stocks & Topics: Cactus, Inc. (WHD), Market Wrap, Medtronic plc (MDT), The Great Bond Selloff: Why Fixed Income Is Having Its Worst Month in Years, iShares U.S. Medical Devices ETF (IHI), The Greenbrier Companies, Inc. (GBX), EQT Corporation (EQT), Liberation Day Anniversary, New Tariff Structure. Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The U.S. dollar is flexing its muscles as the world's ultimate safe haven, surging against major currencies as global uncertainty drives flight-to-quality flows. Meanwhile, the Euro is struggling as European economies face the double whammy of energy price shocks and growth concerns, reshaping currency markets worldwide.Today's Stocks & Topics: Synchrony Financial (SYF), Market Wrap, Diageo plc (DEO), Exxon Mobil Corporation (XOM), Aberdeen India Fund, Inc. (IFN), Is Currency Market Volatility Creating New Investment Opportunities?, Jackson Financial Inc. (JXN), Vanguard Materials ETF (VAW), KPP Management of ETFs, Mueller Water Products, Inc. (MWA), Large Language Models (LLMs) and AI.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Technology stocks are suffering their worst week in nearly a year as investors realize that even the most innovative companies can't escape the gravitational pull of rising interest rates and economic uncertainty. The sell-off is forcing a reassessment of sky-high valuations and growth assumptions that dominated markets for years.Today's Stocks & Topics: STAAR Surgical Company (STAA), Market Wrap, Conagra Brands, Inc. (CAG), Are Growth vs Value Stocks Ready for a Major Reversal?, Hewlett Packard Enterprise Company (HPE), Vanguard Value Index Fund ETF Shares (VTV), RCI Hospitality Holdings, Inc. (RICK), Jobs Report, SLB N.V. (SLB), Job Advice, Gold.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Federal Reserve officials are grappling with conflicting signals as Middle East turmoil threatens to reignite inflation just as they were considering rate cuts. The central bank's delicate balancing act between economic growth and price stability faces its biggest test since the pandemic.Today's Stocks & Topics: Evolv Technologies Holdings, Inc. (EVLV), Market Wrap, Vontier Corporation (VNT), Micron Technology, Inc. (MU), Applied Materials, Inc. (AMAT), Gen Digital Inc. (GEN), Is the Fed Rate Cut Still Coming Despite Geopolitical Inflation?, PayPal Holdings, Inc. (PYPL), Exxon Mobil Corporation (XOM), Chevron Corporation (CVX), Diamondback Energy, Inc. (FANG), Synchrony Financial (SYF), Consumer Staple Stocks, EssilorLuxottica Société anonyme (EL.PA), Cheniere Energy, Inc. (LNG).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The traditional spring housing market is facing a perfect storm of challenges as mortgage rates hit three-month highs amid Middle East tensions. Real estate investors and homebuyers are navigating unprecedented uncertainty in what's typically the industry's strongest season.Today's Stocks & Topics: PFE - Pfizer Inc; PTLO - Portillos Inc; NGVC Natural Grocers by Vitamin Cottage Inc; ISOP; ACIC - American Coastal Insurance Corp; a question from our YouTube channel viewers: MOS - Mosaic Company; plus Luke's market wrap, Luke’s metals, oil, and Luke's talking points: 'Global Shipping Crisis' and US-China Trade'; Tariff Anniversary.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The FDA's approval of a higher-dose Wegovy marks Novo Nordisk's aggressive push to reclaim market share in the exploding weight loss drug sector. Pharmaceutical investors are watching closely as competition intensifies in what could become a trillion-dollar market.Today's Stocks & Topics: Berkshire Hathaway Inc. (BRK.B), Market Wrap, Snap Inc. (SNAP), Caterpillar Inc. (CAT), Weight Loss Drug Stocks: Biotech Breakthrough or Market Bubble?, CDW Corporation (CDW), Petrochemical Companies, Lumen Technologies, Inc. (LUMN), Mortgage Rates, Mueller Industries, Inc. (MLI), Fertilizer Market.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
President Trump's emergency authorization of $23 billion in Gulf arms sales and massive defense spending increases are creating a windfall for military contractors. The defense industrial complex is experiencing its biggest expansion since the Cold War era.Today's Stocks & Topics: Tapestry, Inc. (TPR), Market Wrap, CVS Health Corporation (CVS), Applied Materials, Inc. (AMAT), Alternative Investment: Ground-floor, Defense Spending Boom: Military Contractors Hit the Jackpot, Warrior Met Coal, Inc. (HCC), The Bond Market, Kinsale Capital Group, Inc. (KNSL), VICI Properties Inc. (VICI), The Top 1%.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Major League Baseball's exclusive partnership with Polymarket signals the growing acceptance of prediction markets in mainstream finance. These platforms are evolving from niche betting sites to legitimate forecasting tools that could reshape how markets price risk and uncertainty.Today's Stocks & Topics: SM Energy Company (SM), Market Wrap, Federal Agricultural Mortgage Corporation (AGM), Private Equity vs. Private Credit, How to Shorth a Stock, Zebra Technologies Corporation (ZBRA), Prediction Market Platforms: How Polymarket and Sports Betting Are Reshaping Finance, Microsoft Corporation (MSFT), 401/457 Plans, Alphabet Inc. (GOOGL), Denison Mines Corp. (DNN), Current Economic and the 2008 Financial Crisis.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Swiss money managers are expecting increased inflows from Gulf nations as regional conflicts drive capital flight to safer jurisdictions. Meanwhile, emerging market funds are seeing outflows as investors seek stability amid global uncertainty.Today's Stocks & Topics: Interactive Brokers Group, Inc. (IBKR), Market Wrap, Xylem Inc. (XYL), WD-40 Company (WDFC), Costco Wholesale Corporation (COST), Are Flight to Safety Assets Still Working in 2026?, Super Micro Computer, Inc. (SMCI), Hertz Global Holdings, Inc. (HTZ), The Oil Industry, Micron Technology, Inc. (MU), Stock Performance.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
US jobless claims continue to show a sluggish but stable labor market, with low layoffs anchoring economic stability even as global conflicts rage. However, economists warn that prolonged Iran war tensions could eventually threaten this labor market strength.Today's Stocks & Topics: United Parcel Service, Inc. (UPS), Market Wrap, OneMain Holdings, Inc. (OMF), Labor Market Iran War Impact: Jobs Data Shows Resilience, VanEck Uranium and Nuclear ETF (NLR), The Hershey Company (HSY), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Virtus Artificial Intelligence & Technology Opportunities Fund (AIO), Cost of Borrowing in the UK, KPP Newsletter, The US Economy and the Iran War.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Jim Cramer and other market veterans are advising investors not to let Iran war-induced volatility scare them out of quality stocks. The key is distinguishing between temporary geopolitical noise and fundamental business changes.Today's Stocks & Topics: The Hershey Company (HSY), Market Wrap, Buying Credit Cards Companies, Rheinmetall AG (RNMBY), Fortinet, Inc. (FTNT), Should You Invest During War Volatility? Market Strategy Guide, Watsco, Inc. (WSO), Valvoline Inc. (VVV), Countries Impacted by High Oil Prices, New Car Prices.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Mortgage rates have jumped to their highest levels since September, dealing another blow to an already struggling spring housing market. The combination of elevated rates and economic uncertainty is forcing potential buyers to reconsider their plans.Today's Stocks & Topics: UL Solutions Inc. (ULS), Precious Metals, Copper, Investing Apps, Eli Lilly and Company (LLY), Hertz Global Holdings, Inc. (HTZ), Sibanye Stillwater Limited (SBSW), Will Mortgage Rates Kill the Spring Housing Market?, Suburban Propane Partners, L.P. (SPH), Inflation, Alcoa Corporation (AA), Century Aluminum Company (CENX), Consumer Spending.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Even households earning six figures find themselves 'on thin ice' in today's K-shaped economy, where economic gains are unevenly distributed. Rising costs and financial pressures are exposing vulnerabilities across income levels that seemed secure just years ago.Today's Stocks & Topics: Canadian Imperial Bank of Commerce (CM), Market Wrap, ProShares UltraPro QQQ (TQQQ), How Does the K-Shaped Economy Explain Six-Figure Earner Struggles?, Mastercard Incorporated (MA), Meta Platforms, Inc. (META), Defense Contracts, Take-Two Interactive Software, Inc. (TTWO), Data Centers.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Major shipping routes including the Strait of Hormuz face potential blockages while countries from Kuwait to Vietnam implement emergency energy measures. This emerging supply chain crisis is reshaping global trade patterns and creating both risks and opportunities across multiple sectors.Today's Stocks & Topics: CF Industries Holdings, Inc. (CF), Market Wrap, Prudential Financial, Inc. (PRU), Global Supply Chain Crisis 2.0: Energy Disruption and Investment Implications, Are We in Trouble?, Meren Energy Inc. (MRNFF), Altria Group, Inc. (MO), Substantially Equal Periodic Payments (SEPP-72t), Shale Oil.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
apan's opposition party is calling for increased nuclear plant usage to offset the Iran crisis, highlighting how energy security is becoming a critical investment theme. This shift toward energy independence is driving renewed interest in nuclear power, renewable energy infrastructure, and domestic energy production across multiple countries.Today's Stocks & Topics: Global X Fertilizers/Potash ETF (SOIL), Market Wrap, KPP Newsletter, Investing in Other Markets, Arista Networks, Inc. (ANET), Energy Security Investment Theme: Nuclear Power Gets a Geopolitical Boost, Moog Inc. (MOG-A), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, General Motors Company (GM), Gas Prices, Fastenal Company (FAST), Military Spending and Economic Growth.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
India's stocks have dropped to almost one-year lows while other emerging markets face similar pressures as Middle East conflict sends investors fleeing to developed market safety. This capital flight pattern is creating both significant risks for EM-heavy portfolios and potential buying opportunities for patient investors.Today's Stocks & Topics: Dow Inc. (DOW), Market Wrap, Arch Capital Group Ltd. (ACGL), Emerging Market Exodus: When Global Tensions Trigger Capital Flight, Trailing Stop-Loss, General Mills, Inc. (GIS), Canadian Natural Resources Limited (CNQ), Fertilizer Stocks, KBR, Inc. (KBR), Oil supply.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Central banks across Asia and globally are being forced into sharp policy rethinks as Middle East conflict drives higher oil prices and reignites inflation fears. The G7 is discussing emergency oil reserve releases while policymakers scramble to balance growth concerns with renewed price pressures.Today's Stocks & Topics: Rogers Communications Inc. (RCI), Watsco, Inc. (WSO), Core & Main, Inc. (CNM), Embraer S.A. (EMBJ), Silver and Precious Metals, Central Bank Pivot: How Geopolitical Chaos is Rewriting Monetary Policy, Petróleo Brasileiro S.A. - Petrobras (PBR), Autodesk, Inc. (ADSK), Northrop Grumman Corporation (NOC), Stagflation.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Oil prices have surged to their highest levels since 2022, with Brent crude hitting over $119 per barrel amid Middle East conflict escalation. This dramatic spike is forcing central banks to reconsider rate policies and create major implications for energy sector investments and inflation hedging strategies.Today's Stocks & Topics: Lear Corporation (LEA), Market Wrap, Traveling Investor, Ero Copper Corp. (ERO), Oil Shock: How $120 Crude is Reshaping Energy Investment Strategy, Space Investment, Howmet Aerospace Inc. (HWM), Chewy, Inc. (CHWY), Power Solutions International, Inc. (PSIX), MetLife, Inc. (MET), Tax Season.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
CEOs say they won't add many jobs in 2026, signaling a fundamental shift toward a 'low-hire, low-fire' labor market. This new employment paradigm could reshape everything from consumer spending patterns to corporate profit margins as companies prioritize efficiency overgrowth.Today's Stocks & Topics: Occidental Petroleum Corporation (OXY), Market Wrap, Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares (VSS), Vanguard Total International Stock Index Fund ETF Shares (VXUS), Bonds, Adobe Inc. (ADBE), The New Labor Market Reality: Low-Hire, Low-Fire Economy Becomes the Norm, ConocoPhillips (COP), 401k Match, Credit Markets, iShares MSCI Mexico ETF (EWW), Lincoln National Corporation (LNC), Oil Supply.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Wholesale prices rose sharply in the latest report, pointing to persistent inflation that could complicate Federal Reserve policy decisions. This unexpected uptick in producer prices suggests the inflation fight is far from over, despite earlier optimism about cooling price pressures.Today's Stocks & Topics: Hertz Global Holdings, Inc. (HTZ), Market Wrap, Ball Corporation (BALL), KPP Newsletter, Inflation's Stubborn Return: Wholesale Prices Surge Signals Persistent Price Pressures, Whirlpool Corporation (WHR), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, ADMA Biologics, Inc. (ADMA), Jobs Report, Nucor Corporation (NUE), AbbVie Inc. (ABBV).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Block is planning to lay off nearly half its workforce in what it calls a 'deliberate and bold' embrace of AI, while eBay cuts 800 jobs citing AI transformation. This wave of AI-driven layoffs raises critical questions about the future of work and whether these productivity gains will translate to sustainable profits for shareholders.Today's Stocks & Topics: Broadcom Inc. (AVGO), Market Wrap, Gold Royalty Corp. (GROY), The Great AI Job Displacement: Block, eBay Cut Thousands as AI Reshapes Workforces, Lululemon Athletica Inc. (LULU), Mobileye Global Inc. (MBLY), The Global Economy and The Middle East Conflict, The Citrini Report, Aluminum Supply.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
February's 'panic' rotation in stocks has created extreme market turbulence as investors flee from one sector to another. With the S&P 500 caught in an extremely narrow trading range, what's happening beneath the surface could determine the market's next major move.Today's Stocks & Topics: Autoliv, Inc. (ALV), Market Wrap, Novo Nordisk A/S (NVO), Market Rotation Panic: February's Wild Swings Set Stage for March Volatility, Main Street Capital Corporation (MAIN), Stop Order Above the Price, Oil Prices, Grab Holdings Limited (GRAB), Grupo México, S.A.B. de C.V. (GMBXF), RTX Corporation (RTX), Defense Stocks.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: A-I Stocks, Bond Maturity, Short-Term Rental Market, The VIX, Crypto, Pre-Tax Allocation vs. Roth I-R-A, Poorly Managed Companies, Publicly Traded Sports Teams, P.E. Ratios, Oil, Portfolio Management, Converting a Traditional IRA to a Roth, Cash Management, How to Calculate Company's Debt, 529 Plan, Entry Point.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The S&P 500 is undergoing a historic transformation that could fundamentally reshape the stock market landscape. With the Magnificent Seven experiencing a brutal February and sectoral rotations accelerating, America's flagship index is evolving in unprecedented ways.Today's Stocks & Topics: MPLX LP (MPLX), Market Wrap, Pullback in Precious Metals?, Invesco S&P MidCap 400 GARP ETF (GRPM), Options, The S&P 500 Identity Crisis: Historic Shifts Reshape America's Index, Vanguard Energy Index Fund ETF Shares (VDE), Uber Technologies, Inc. (UBER), Oil Markets, The Wendy's Company (WEN), When to take Social Security, Small Caps ETFs.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The traditional 4 p.m. closing bell is becoming obsolete as stocks transform into "24/7 digital cash" with round-the-clock trading. This fundamental shift in market structure is changing how investors think about timing, liquidity, and global market dynamics.Today's Stocks & Topics: Apple Inc. (AAPL), Market Wrap, Microsoft Corporation (MSFT), The 24/7 Stock Market Revolution: Trading Never Sleeps, Oracle Corporation (ORCL), Retirement Allocation, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, “AI Layoffs”, Sprouts Farmers Market, Inc. (SFM), Sunrun Inc. (RUN).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Gold is gathering momentum and pushing above $5,000, though its been a little bumpy for precious metals investors. As geopolitical tensions rise and inflation concerns persist, the traditional safe haven is testing new psychological levels.Today's Stocks & Topics: Emerson Electric Co. (EMR), Third Annual InvestTalk Market Madness, Market Wrap, Coca-Cola Consolidated, Inc. (COKE), The Great American Stock Exodus: When U.S. Markets Lose Their Crown, Nexstar Media Group, Inc. (NXST), Cencora, Inc. (COR), Franklin FTSE Japan ETF (FLJP), iShares JPX-Nikkei 400 ETF (JPXN), Ciena Corporation (CIEN), VanEck Uranium and Nuclear ETF (NLR), Insider Purchases.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Housing starts jumped to their highest level in five months while construction-related stocks are breaking out bullishly. Despite affordability concerns weighing on consumer sentiment, the supply side is showing unexpected momentum in 2026.Today's Stocks & Topics: Energy Transfer LP (ET), Market Wrap, ABB Ltd (ABBNY), Netflix, Inc. (NFLX), Retirement, Housing Market Revival: Construction Surge Signals New Chapter, Intuit Inc. (INTU), Vale S.A. (VALE), Oil, MercadoLibre, Inc. (MELI), Forex Trading, Tariffs and Trades Deals.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
U.S. stocks are falling behind international markets in what could signal an epic shift toward global investing. A 40-year Wall Street veteran is telling clients to "sell everything American" as the decades-long dominance of U.S. equities shows cracks.Today's Stocks & Topics: iShares MSCI Brazil ETF (EWZ), Market Wrap, Power Solutions International, Inc. (PSIX), Union Business Cycle, The Great American Stock Exodus: When U.S. Markets Lose Their Crown, Bonds, Blue Owl Capital Inc. (OWL), iShares MSCI Japan ETF (EWJ), WisdomTree Japan Opportunities Fund (OPPJ), Tariffs and Trades, CrowdStrike Holdings, Inc. (CRWD), Cloudflare, Inc. (NET), SM Energy Company (SM), Block, Inc. (XYZ).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Following a historic supermajority win for Japan's governing party, the Nikkei 225 surged 5% to record highs. We will discuss the return of foreign capital to Japanese markets and the strength of the Yen.Today's Stocks & Topics: Graco Inc. (GGG), Amazon.com, Inc. (AMZN), PayPal Holdings, Inc. (PYPL), Market Wrap, Japan's Political Shift & The Nikkei Surge, Onto Innovation Inc. (ONTO), Roper Technologies, Inc. (ROP), The Commodity Industry, Canadian Natural Resources Limited (CNQ), Lyft, Inc. (LYFT), Jobs Report.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Markets are driven by math, but investors are driven by emotion. We will explore the most common psychological biases—like loss aversion and herd mentality—that destroy wealth and how to automate your strategy to avoid them.Today's Stocks & Topics: Microsoft Corporation (MSFT), Market Wrap, American Electric Power Company, Inc. (AEP), The Southern Company (SO), KPP Newsletter, Behavioral Finance: Your Brain vs. Your Portfolio, Devon Energy Corporation (DVN), Principal SAM Conservative Growth A (SAGPX), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Meta Platforms, Inc. (META), Copper, Ally Financial Inc. (ALLY), Mueller Industries, Inc. (MLI).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
A new report reveals how recent trade policy shifts are drastically redrawing the global competitive map. We will analyze the "winners and losers" in the commodities market as relative tariff prices change overnight.Today's Stocks & Topics: Constellation Energy Corporation (CEG), Market Wrap, IMAX Corporation (IMAX), Options, Albertsons Companies, Inc. (ACI), Trade Wars & Wine: The New Global Tariff Map, NEOS NASDAQ-100(R) High Income ETF (QQQI), International ETFs, IREN Limited (IREN), Reddit, Inc. (RDDT), Different Types of Traders.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
We will break down the foundational concept of asset allocation and why deciding how to divide your capital across different asset classes is statistically more important than picking individual winning assets.Today's Stocks & Topics: Credo Technology Group Holding Ltd (CRDO), Netflix, Inc. (NFLX), Market Wrap, Lyft, Inc. (LYFT), The "Core and Explore" Portfolio Strategy, DraftKings Inc. (DKNG), Riskified Ltd. (RSKD), Federal Reserve and Inflation, Gold, Crane Company (CR), Taiwan Semiconductor Manufacturing Company Limited (TSMC).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
It’s not just Nvidia anymore. We will discuss the earnings from companies like ARM and Broadcom, analyzing the shift toward "Custom Silicon" designed specifically for distinct AI models.Today's Stocks & Topics: Tenet Healthcare Corporation (THC), CMOC Group Limited (CMCLF), Market Wrap, Banco Bilbao Vizcaya Argentaria, S.A. (BBVA), Cloudflare, Inc. (NET), Semiconductors: The "Custom Chip" War, How to Rollover a 401k, Dollar General Corporation (DG), Alphabet Inc. (GOOG), Housing Market, Equinix, Inc. (EQIX).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Residential Real Estate in Bay Area, Portfolio Management, Bitcoin, Three-Buckets Retirement Strategy, CD Rates, Changing Taxes Status, Oil Field Services, Saving for Retirement, How to Short a Stock, Safe Haven Investment, Liquidity, Monetizing Debt, International Exposure, Options & Capital Gains, Covered Calls ETFs.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Historically, the real estate "Spring Buying Season" starts the weekend after the Super Bowl. So, we will be looking at early inventory data to see if sellers are finally coming off the sidelines.Today's Stocks & Topics: Unum Group (UNM), Sandisk Corporation (SNDK), Housing: The "Spring Season" Starts Now, KPP Newsletter, Tech Stocks, Amazon.com, Inc. (AMZN), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Fastenal Company (FAST), Corporate Bonds, Dillard's, Inc. (DDS), SPS Commerce, Inc. (SPSC), Rollback Tariffs Plans.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Next week kicks off the "Year of the Horse" in China. So, we will discuss the massive pre-holiday cash injection coming from China's central bank… and whether it’s a trap for foreign investors.Today's Stocks & Topics: Sprouts Farmers Market, Inc. (SFM), Risk On-Risk Off, Market Wrap, UnitedHealth Group Incorporated (UNH), The "Lunar New Year" Liquidity Pump, Backdoor Roth I-R-A, PEG Ratios, Caterpillar Inc. (CAT), Read Support and Enter Position?, Risk Off Enviroment.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Love is in the air, but what about the bank account?  We will discuss the concept of "Financial Infidelity" and the tax benefits of filing "Married Jointly" vs. "Separately" before the April deadline.Today's Stocks & Topics: Digital Realty Trust, Inc. (DLR), SS&C Technologies Holdings, Inc. (SSNC), Market Wrap, Allspring Precious Metals Fund (EKWYX), The "Valentine's" Financial Audit, Waters Corporation (WAT), Netflix, Inc. (NFLX), Franklin FTSE South Korea ETF (FLKR), Google Gemini vs. ChatGPT and Grok, Oil.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
A record number of viewers tuned in, but did they spend? We will analyze the "Dorito Index" and what the Super Bowl ad lineup—dominated by Tech and Pharma—tells us about the health of the consumer.Today's Stocks & Topics: Centene Corporation (CNC), Market Wrap, Robinhood Markets, Inc. (HOOD), Stock Valuation, The "Super Bowl" Consumer Hangover, Bio-Techne Corporation (TECH), MSC Industrial Direct Co., Inc. (MSM), VICI Properties Inc. (VICI), iShares MSCI Japan Value ETF (EWJV), Franklin FTSE South Korea ETF (FLKR), Franklin FTSE Mexico ETF (FLMX), The Inflation Report, A. O. Smith Corporation (AOS), Vistra Corp. (VST), Constellation Energy Corporation (CEG), Hiring in the U.S.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
2026 is a Midterm Election year. We will look at the historical "Year 2" presidential cycle and examine why volatility often spikes in Q2 before a massive rally in Q4. Today's Stocks & Topics: UnitedHealth Group Incorporated (UNH), Market Wrap, Bitcoin, Roth I-R-A Contributions, Revolve Group, Inc. (RVLV), InterDigital, Inc. (IDCC), The "Grid" Bottleneck: AI vs. Utilities, Vanguard Energy Fund (VGENX), Vanguard Energy Index Fund ETF Shares (VDE), State Street Energy Select Sector SPDR ETF (XLE), Semiconductor Space, "Pick and Shovel" Strategy, abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI), Amcor plc (AMCR).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Tech earnings calls have highlighted a new risk: There isn't enough electricity to power the new data centers. We will analyze the "Utility Supercycle" as power companies raise rates to build new capacity.Today's Stocks & Topics: State Street Industrial Select Sector SPDR ETF (XLI), Market Wrap, Preferred Stocks, Tyler Technologies, Inc. (TYL), SPDR Gold Shares (GLD), SPDR Gold MiniShares (GLDM), The "Grid" Bottleneck: AI vs. Utilities, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Silver Tiger Metals Inc. (SLVTF), Discovery Silver Corp. (DSVSF), Visteon Corporation (VC), AECOM (ACM), Rubrik, Inc. (RBRK), KPMG and AI Cost Savings.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As W-2s arrive, we will discuss how the 2026 tax filing season could act as a hidden stimulus for the economy—and the specific deductions you need to capture this year.Today's Stocks & Topics: Global X Super Dividend U.S. ETF (DIV), Market Wrap, Analog Devices, Inc. (ADI), Proprietary Trading, Tax Season: The "Refund" Stimulus, Transferring Money from 401k to I-R-A, The Dollar, Powell Industries, Inc. (POWL), Precious Metals, Vanguard Total International Stock Index Fund ETF Shares (VXUS), Productivity.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Earnings week revealed a massive divergence: Meta stock popped while Microsoft dropped. We will explain why Wall Street loves Zuckerberg's efficiency but hates Microsoft's massive AI spending bill.Today's Stocks & Topics: Service Titan, Inc. (TTAN), Market Wrap, Bloom Energy Corporation (BE), Delaware Statutory Trust (DST), Aflac Incorporated (AFL), The "Capex" War: Meta vs. Microsoft, UFP Industries, Inc. (UFPI), Toast, Inc. (TOST), The Sell America Trade, PayPal Holdings, Inc. (PYPL), Vizsla Silver Corp. (VZLA).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As the Patriots will face the Seahawks this Sunday, we will have a little fun with the famous "Super Bowl Indicator" and analyze the record-breaking $8 million cost for a 30-second ad spot.Today's Stocks & Topics: Lincoln Electric Holdings, Inc. (LECO), Market Wrap, VanEck Gold Miners ETF (GDX), Etsy, Inc. (ETSY), The Super Bowl Indicator, ServiceNow, Inc. (NOW), High Yield Savings Account vs. Money Market Fund, Copart, Inc. (CPRT), US Manufacturing and Tariffs, Adobe Inc. (ADBE), Expedia Group, Inc. (EXPE), ResMed Inc. (RMD).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
New data shows health and property insurance premiums are skyrocketing by 26%. We will analyze this "shadow inflation" and how to adjust your budget and portfolio for rising protection costs.Today's Stocks & Topics: Woodward, Inc. (WWD), Market Wrap, A. O. Smith Corporation (AOS), When to Hit the Panic Button, Barrick Mining Corporation (B), iShares Silver Trust (SLV), The "Insurance" Inflation Spike, Salesforce, Inc. (CRM), PayPal Holdings, Inc. (PYPL), Chubb Limited (CB), Fixed Index Annuities, PayPal Holdings, Inc. (PYPL), The Housing Market.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
While the US is looking to cut, the Bank of Japan is hiking rates for the first time in decades. We will discuss how a rising Yen could trigger a massive "reverse carry trade" and crash US tech stocks.Today's Stocks & Topics: Powell Industries, Inc. (POWL), iShares Silver Trust (SLV), Medline Inc. (MDLN), Market Wrap, Japan's "Rate Shock": The Carry Trade Unwinds, KPP Newsletter, Dutch Bros Inc. (BROS), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Global X MLP & Energy Infrastructure ETF (MLPX), Jerome Powell Replacement, Apple Inc. (AAPL), Direxion Daily Gold Miners Index Bear 2X Shares (DUST), Silver Market, US Producer Prices.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The Federal Reserve concluded its two-day meeting today (Jan 28). We willanalyze the decision, the updated "Dot Plot," and whether Chair Powell is finally ready to declare victory on inflation.Today's Stocks & Topics: KeyCorp (KEY), Market Wrap, Toast, Inc. (TOST), Limited Partnership, IREN Limited (IREN), “The Fed's January Decision”, Vertiv Holdings Co (VRT), Blue Owl Technology Finance Corp. (OTF), Bond Options, ONEOK, Inc. (OKE), Taxes, Silver Tiger Metals Inc. (SLVTF), Discovery Silver Corp. (DSVSF).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Bankruptcies are ticking up among companies that can only survive on near-zero interest rates. We will discuss how to spot a "Zombie" on a balance sheet before that company collapses.Today's Stocks & Topics: Revolution Medicines, Inc. (RVMD), Market Wrap, Gold Companies Consolidation, Portfolio Review, Unum Group (UNM), The "Zombie Company" Purge, Mercado Libre, Inc. (MELI), ACI Worldwide, Inc. (ACIW), I-R-As, European Investors, Investing Strategy, The Software Industry.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Despite stabilizing, home ownership rates for younger demographics have hit new lows. We will analyze the rise of "Build-to-Rent" communities and the long-term economic shift away from ownership. Today's Stocks & Topics: Target Corporation (TGT), Portfolio Management, Market Wrap, Selling losses vs Taxes, The "Forever Renter" Economy, Financial Advice for a 15-Year-Old, AAON, Inc. (AAON), SentinelOne, Inc. (S), Rubrik, Inc. (RBRK), the Dollar's Decline, TransMedics Group, Inc. (TMDX), ALPS Equal Sector Weight ETF (EQL), The US Investments.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Gold is getting the headline attention, but silver is quietly surging due to industrial demand from solar panels and electronics. We will break down the supply crunch facing the "devil's metal" in 2026.Today's Stocks & Topics: The Mosaic Company (MOS), Market Wrap, Clearway Energy, Inc. (CWEN), “The "Silver" Industrial Boom”, SPDR Gold MiniShares (GLDM), iShares Gold Trust Micro (IAUM), Abrdn Physical Gold Shares ETF (SGOL), Graco Inc. (GGG), Debt, Brunswick Corporation (BC), Old Dominion Freight Line, Inc. (ODFL), Netflix, Inc. (NFLX), Gold.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As the major tech conglomerates report earnings next week, the market will be looking past revenue growth to focus on margins. We will discuss whether the massive AI capital expenditures of 2025 are finally generating cash flow.Today's Stocks & Topics: Lululemon Athletica Inc. (LULU), Market Wrap, KPP Newsletter, Advice for a New Graduate, Hewlett Packard Enterprise Company (HPE), Schneider Electric S.E. (SBGSY), State Street Energy Select Sector SPDR ETF (XLE), F5, Inc. (FFIV), “Big Tech Earnings: The "Profitability" Test”, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Capital One Financial Corporation (COF), The U.S. Economy.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
With office vacancies stabilizing at record highs, developers are converting empty towers into residential units. We will discuss the economics of "adaptive reuse" and the impact on the Commercial Real Estate (CRE) sector.Today's Stocks & Topics: McKesson Corporation (MCK), Commvault Systems, Inc. (CVLT), SoftBank Group Corp. (SFTBY), SoftBank Group Corp. (SFTBF), Arch Capital Group Ltd. (ACGL), “The Office-to-Apartment Transformation”, Constellation Software Inc. (CNSWF), Caterpillar Inc. (CAT), Amplify Junior Silver Miners ETF (SILJ), Silver and Gold.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As interest rates stay high, defaults are starting to appear in the opaque world of "Private Credit." We will discuss the risks hiding in non-traded funds and business development companies (BDCs).Today's Stocks & Topics: IRADIMED CORPORATION (IRMD), Market Wrap, A-I Data Centers, Netflix, Inc. (NFLX), “The "Private Credit" Crack”, Costco Wholesale Corporation (COST), 7% Sell Rule, Small and Mid-Caps, Oracle Corporation (ORCL), Microsoft Corporation (MSFT), Alphabet Inc. (GOOG), CEOs and A-I.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Copper prices just hit a 2-year high due to supply shortages and AI data center demand. We will analyze why "Dr. Copper" is signaling global growth despite the recession fears.Today's Stocks & Topics: American Tower Corporation (AMT), Market Wrap, Freeport-McMoRan Inc. (FCX), BHP Group Limited (BHP), CBRE Group, Inc. (CBRE), “Copper: The "New Oil" Breakout”, Pfizer Inc. (PFE), Strathcona Resources Ltd. (SCR.TO), The Allstate Corporation (ALL), Artificial Intelligence (AI).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Residential Real Estate in Bay Area, Portfolio Management, Bitcoin, Three-Buckets Retirement Strategy, CD Rates, Changing Taxes Status, Oil Field Services, Saving for Retirement, How to Short a Stock, Safe Haven Investment, Liquidity, Monetizing Debt, International Exposure, Options & Capital Gains, Covered Calls ETFs.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As geopolitical tensions rise, digital warfare has become the new front line. We will discuss why Cybersecurity stocks are becoming the "Utilities" of the 2026 economy—providing essential, recession-proof revenue.Today's Stocks & Topics: Skyworks Solutions, Inc. (SWKS), Market Wrap, KPP Newsletter, Call Options ETFs, Buying Physical Silver, ATI Inc. (ATI), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, “The "Cyber" Supercycle: The New Utility”, Southern Copper Corporation (SCCO), Kraken Robotics Inc. (PNG.V), Broadcom Inc. (AVGO), Kratos Defense & Security Solutions, Inc. (KTOS), New Warning from Pimco.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
With tensions boiling over, we will analyze the nightmare scenario of a Strait of Hormuz closure—a move experts warn could instantly spike oil by $20/barrel and reignite US inflation just as the Fed pivot begins.Today's Stocks & Topics: Comcast Corporation (CMCSA), Market Wrap, Retirement, Arch Capital Group Ltd. (ACGL), “The Iran Escalation: The "Strait" Jacket on the Economy”, Brunswick Corporation (BC), How Much Minerals Should Allocate in a Portfolio, Free Cash Flow, CDW Corporation (CDW), Roll a R.E. Portfolio to Something Else.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Tuesday’s inflation report is out. We will discuss why the "Last Mile" of the inflation fight is proving impossible for the Fed to win without breaking the labor market.Today's Stocks & Topics: SkyWater Technology, Inc. (SKYT), Old Republic International Corporation (ORI), Petroleos Mexicanos PEMEX, Coloplast A/S (CLPBY), Margin, Airbus SE (EADSY), Schwab International Equity ETF (SCHF), Vanguard Total International Stock Index Fund ETF Shares (VXUS), SoFi Technologies, Inc. (SOFI), Nu Holdings Ltd. (NU), Doximity, Inc. (DOCS), Bank Earnings.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
With US stocks at record valuations, we will analyze the case for Emerging Markets (EM) as the contrarian "value play" of 2026, driven by a potentially weaker dollar.Today's Stocks & Topics: Bright Horizons Family Solutions Inc. (BFAM), Market Wrap, Celestica Inc. (CLS), Micron Technology, Inc. (MU), Dollar General Corporation (DG), Saving for Retirement, “Emerging Markets: The 2026 Value Play?”, Leggett & Platt, Incorporated (LEG), Somnigroup International Inc. (SGI), LTC Properties, Inc. (LTC), Sabra Health Care REIT, Inc. (SBRA), Earnings Season, Global X Copper Miners ETF (COPX), Global Partners LP (GLP), Vanguard Mid-Cap Value Index Fund ETF Shares (VOE), Copper.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
With mortgage rates stabilizing near 6%, there are early signs that the "lock-in effect" is breaking, potentially bringing much-needed inventory to the Spring 2026 market.Today's Stocks & Topics: Micron Technology, Inc. (MU), Market Wrap, Southern Copper Corporation (SCCO), STAG Industrial, Inc. (STAG), Housing: The "Lock-In" Thaw, Avantis Moderate Allocation ETF (AVMA), Fiverr International Ltd. (FVRR), Data Centers, Grocery Outlet Holding Corp. (GO), Fabrinet (FN), Teradyne, Inc. (TER), Venezuela Oil.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The 10-year Treasury yield is finally pushing comfortably above the 2-year yield; we will explain why this "normalization" is healthy but often precedes a mid-cycle slowdown.Today's Stocks & Topics: ThSprouts Farmers Market, Inc. (SFM), Oil Field Services, Market Wrap, “The Yield Curve "Un-Inversion", Anebulo Pharmaceuticals, Inc. (ANEB), Invest in the Demand for Magnets, The Auto Industry, United Parcel Service, Inc. (UPS), Rollover 403b to Roth I-R-A, Cardinal Health, Inc. (CAH), Winners and Loser Around the Tax Cuts and Tariffs.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As 2026 begins, Wall Street consensus is shifting away from the "Magnificent Seven" and toward "Old Economy" cyclicals... we will analyze whether this rotation is real or a head-fake.Today's Stocks & Topics: The Procter & Gamble Company (PG), Market Wrap, Portfolio Management, Equinor ASA (EQNR), Energy Transfer LP (ET), Price of Silver, “The 2026 "Great Rotation": Tech vs. The Old Economy”, Franco-Nevada Corporation (FNV), Signet Jewelers Limited (SIG), Paymentus Holdings, Inc. (PAY), Klarna Group plc (KLAR), The Condo Market.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Wall Street lore says "As goes the first week, so goes the year"... we will track the market's performance in these first 5 days, and its historical accuracy as a predictor.Today's Stocks & Topics: Innoviz Technologies Ltd. (INVZ), Market Wrap, Mondelez International, Inc. (MDLZ), TETRA Technologies, Inc. (TTI), Bel Fuse Inc. (BELFB), Amphenol Corporation (APH), The "January Barometer", 401k Contributions, Hewlett Packard Enterprise Company (HPE), PayPal Holdings, Inc. (PYPL), Hyatt Hotels Corporation (H), America’s Economy, Vanguard International High Dividend Yield Index Fund ETF Shares (VYMI).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
For years, money market funds have paid 5%, but as the Fed shifts policy, we will explain why sitting in cash might be the biggest risk to your income in 2026.Today's Stocks & Topics: Rocket Lab Corporation (RKLB), Mueller Water Products, Inc. (MWA), Market Wrap, “The "Cash Trap" of 2026”, Berkshire Hathaway Inc. (BRK-A), LyondellBasell Industries N.V. (LYB), Inflation Driven by AI, Water Investment Opportunities, Alcoa Corporation (AA), Kaiser Aluminum Corporation (KALU), Foreign Stocks.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In a bull market, index funds win and in a sideways or volatile market, stock pickers shine. We will discuss whether 2026 is the year to move from passive ETFs to active selection.Today's Stocks & Topics: Celsius Holdings, Inc. (CELH), Market Wrap, Rule 72(t), “The Return of "Active" Management?”, First Majestic Silver Corp. (AG), Fortuna Mining Corp. (FSM), Closed-End Funds, Royce Small-Cap Trust, Inc. (RVT), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Software Stocks, ASML Holding N.V. (ASML), Broadcom Inc. (AVGO), Suncor Energy Inc. (SU).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: A-I Stocks, Bond Maturity, Short-Term Rental Market, The VIX, Crypto, Pre-Tax Allocation vs. Roth I-R-A, Poorly Managed Companies, Publicly Traded Sports Teams, P.E. Ratios, Oil, Portfolio Management, Converting a Traditional IRA to a Roth, Cash Management, How to Calculate Company's Debt, 529 Plan, Entry Point.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: I-R-As, 401k Plan, Compound Frequency, Is It Good Time to Buy Stocks, Fidelity 401k Plan, Small Cap Stocks, Fed Rate Cuts, Relative Strength, Young Investor Looking for Advised, Silver, Start Taking Equity, Financial Terminology, Fundamental Analysis, 457 Retirement Plan.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
We will explain the history and mechanics of the "Dogs of the Dow" strategy, analyzing how dividend yield is utilized as a valuation metric to screen for potential contrarian trends within the index. Today's Stocks & Topics: Advanced Drainage Systems, Inc. (WMS), Market Wrap, POET Technologies Inc. (POET), “The "Dogs of the Dow" 2026 Strategy”, Amplify CWP International Enhanced Dividend Income ETF (IDVO), Covered Calls, iShares Russell 2000 ETF (IWM), Pacer US Small Cap Cash Cows 100 ETF (CALF), International Stocks, Owens Corning (OC), Precious Metals, Red Cat Holdings, Inc. (RCAT), The Fed Minutes.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Strategy for a Potential Recession, Silver, I-R-A Rollover, Sitting on Cash, Earnings Forecast, Pros and Cons of 351 Exchange, Short-Term Rental Market, Cash Balance Plan, Retirement Saving Plans, How to Invest in the Bond Market, Dividend Reinvestment Plan, Retirement Accounts, Gains and Taxes, Financial Ratios.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Luke Guerrero examines the risks facing corporate bond markets as a trillion-dollar wave of low-interest debt matures in 2026, forcing companies to refinance at much higher rates.Today's Stocks & Topics: RLI – RLI Corp, CALM - Cal-Maine Foods, Inc, BTU - Peabody Energy Corp, WY - Weyerhaeuser Co, LYV - Live Nation Entertainment Inc, BR - Broadridge Financial Solutions, Inc; a question from our YouTube channel viewers: EZPW – EZCorp, Inc; plus Luke's market wrap, Luke’s metals, oil, and interest rates report, and Luke's talking points: 'AI Debt’ and “Permian Basin Risks’Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Bonds, Portfolio Management, Credit Card Debt, Real Estate Co-Op, Investing for Kid’s Future, Current Bond Market, Investing in Morocco, Value Stock, Difference from a 403b and Regular 401k, The Young Consumer, Large, Mid or Small Caps, Roth I-R-A Withdrawals, Preferred Dividend Stocks, The Dow vs. The S&P 500, 401k Rollover, Fractional Shares, Growth to Value Trade.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this inaugural InvestTalk holiday special, Justin and Luke wrap up the year by gift-wrapping the market's toughest lessons and checking their list of "naughty or nice" investor behaviors to see who’s set for success. From crowning the listener call of the year to peering into the crystal ball for 2026 market predictions, this episode is a festive roadmap to help you secure your financial future.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Due to year-end tax selling, small-cap stocks have historically outperformed in January and we will explain why the January Effect happens and highlight specific small-cap ETFs investors might want to consider buying before the calendar flips.Today's Stocks & Topics: Bristol-Myers Squibb Company (BMY), Market Wrap, Investible Assets, “Pre-Positioning for the “January Effect” (Small Caps)”, American Airlines Group Inc. (AAL), Steel Dynamics, Inc. (STLD), Mortgage Rates, Stock Screeners, Xylem Inc. (XYL), HCA Healthcare, Inc. (HCA), PayPal Holdings, Inc. (PYPL), Wall Street and Tariffs.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Active Management's Edge in Fixed IncomePassive bond funds are broken, and we expose why the current high-yield, high-volatility market is proving that active managers offer better risk mitigation and a measurable edge.Today's Stocks & Topics: Xylem Inc. (XYL), Market Wrap, Jacobs Solutions Inc. (J), AECOM (ACM), WEC Energy Group, Inc. (WEC), HP Inc. (HPQ), “Active Management's Edge in Fixed Income”, Cheniere Energy, Inc. (LNG), Biggest Market Developments in 2025, Hesai Group (HSAI), Cash Position, Consumer Staples Stocks.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Is the dollar's global dominance ending? We break down the real risks of de-dollarization and how geopolitical sanctions could punish your US-heavy portfolio.Today's Stocks & Topics: Trane Technologies plc (TT), NIKE, Inc. “Water Scarcity: The $3.4 Trillion Infrastructure Gap “, (NKE), KPP Newsletter, Farmland Partners Inc. (FPI), Consumer Price Index (CPI) Report, Monetizing Debt, Equinor ASA (EQNR), Rambus Inc. (RMBS), Private Funds.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
We will reveal how to profit from the necessary modernization of America's aging water systems and fight the structural problem of scarcity.Today's Stocks & Topics: The Magnum Ice Cream Company N.V. (MICC), Market Wrap, Thematic ETFs, “Water Scarcity: The $3.4 Trillion Infrastructure Gap”, Coupang, Inc. (CPNG), The Stock Market and 401k, Financial Risks in 2026, BHP Group Limited (BHP), Bloom Energy Corporation (BE).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Commercial real estate is hitting rock bottom. We will explain how to buy discounted distressed debt without owning a single office building.Today's Stocks & Topics: CF Industries Holdings, Inc. (CF), Market Wrap, Safe Route to Invest, Carrier Global Corporation (CARR), “CRE Distress: Where Are the Opportunities?”, IPOs, Waymo or Tesla, Axcelis Technologies, Inc. (ACLS), The Trade Desk, Inc. (TTD), Small Caps, Motorola Solutions, Inc. (MSI), Cash Holdings in Portfolios.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The national debt crisis is no longer a political problem—it’s an investment bomb that will drive up your interest rates and throttle private sector growth.Today's Stocks & Topics: Centrus Energy Corp. (LEU), Market Wrap, Jones Soda Co. (JSDA), Occidental Petroleum Corporation (OXY), Stocks on Sale, “The Nation's Unsustainable Fiscal Path”, State Street Industrial Select Sector SPDR ETF (XLI), China's Energy Supply, Teck Resources Limited (TECK), Prediction Markets.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Recent data shows the UK economy shrinking and German industrial production stalling, while US PMI data remains robust. This divergence suggests the US remains the "cleanest dirty shirt" in the global economy.Today's Stocks & Topics: First Trust Water ETF (FIW), Market Wrap, Residential Real Estate in the Bay Area, “Global Divergence: Europe Stalls, US Chugs Along”, Contango Ore, Inc. (CTGO), Dolly Varden Silver Corporation (DVS), Options & Capital Gains, Transport Stocks, NFLX and WBD Merge, Costco Wholesale Corporation (COST), Eli Lilly and Company (LLY), Bank Stocks.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As the year closes, mutual funds and hedge funds engage in "window dressing", the practice of buying winners and selling losers to make their quarterly reports look good. This creates artificial price movements in December that retail investors can exploit.Today's Stocks & Topics: Vertiv Holdings Co (VRT), Market Wrap, KPP Newsletter, Invesco KBW Bank ETF (KBWB), “Institutional "Window Dressing" Season”, Global X Data Center & Digital Infrastructure ETF (DTCR), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, The Oil Market, Fifth Third Bancorp (FITB), TerraVest Industries Inc. (TVK.TO), Medtronic plc (MDT), Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ), Gold.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The IRS has officially announced the 2026 retirement contribution limits with the 401(k) cap rising to $24,500, but the big news is the "Super Catch-Up" provision from the Secure 2.0 Act.Today's Stocks & Topics: Nomura Energy Transition ETF (PWER), Market Wrap, “The "Super Catch-Up": New 2026 401(k) Limits”, Warner Bros. Discovery, Inc. (WBD), Vera Therapeutics, Inc. (VERA), How to Short a Stock, Vanguard Mid-Cap Index Fund ETF Shares (VO), Vanguard Small-Cap Value Index Fund ETF Shares (VBR), The Domestic Oil Industry, Svenska Handelsbanken AB (publ) (SVNLY), GE Vernova Inc. (GEV), Investing vs. Gambling..Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Dollar General (DG) shares have surged 14% after beating earnings, and this contrasts with luxury weakness and signals a shift in consumer behavior.Today's Stocks & Topics: Davidson Multi-Cap Equity I (DFMIX), Market Wrap, Medtronic plc (MDT) , “The Discount Retail Signal: Is the Consumer "Trading Down"?”, UFP Industries, Inc. (UFPI), Southern Copper Corporation (SCCO), Freeport-McMoRan Inc. (FCX), Ero Copper Corp. (ERO), Federal Reserve Cuts Interest Rates, E.L.F. Beauty, Inc. (ELF), B2Gold Corp. (BTG), Warner Bros. Discovery, Inc. (WBD).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Adobe Analytics has reported that "Buy Now, Pay Later" (BNPL) usage hit an all-time high of $10.1 billion in November 2025, and this "phantom debt" doesn't always show up on credit reports immediately.Today's Stocks & Topics: PepsiCo, Inc. (PEP), Market Wrap, “The Holiday Debt Trap: BNPL "Phantom Debt"”, Primoris Services Corporation (PRIM), Firefly Aerospace Inc. (FLY), Commodities, Netflix, Inc. (NFLX), Entergy Corporation (ETR).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
We will examine the volatile 2026 forecast for the U.S. dollar, which Morgan Stanley predicts will decline to a 2021 low by mid-year before staging a significant rebound.Today's Stocks & Topics: Warner Bros. Discovery, Inc. (WBD), Market Wrap, Defiance AI & Power Infrastructure ETF (AIPO), “US Dollar Volatility: The Choppy Path to Stabilization in 2026”, Stryker Corporation (SYK), Intuitive Surgical Inc. (ISRG), Impinj, Inc. (PI), U.S. Consumer Sentiment, Fidelity ZERO Large Cap Index (FNILX), U.S. Global Jets ETF (JETS), A-I and Shopping.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
We will analyze how the AI arms race is triggering massive Big Tech debt issuance to fund data center construction, and what this "mega-issuance" means for the stability and "spreads" of the investment-grade credit market.Today's Stocks & Topics: Upwork Inc. (UPWK), Market Wrap, Vanguard Total Stock Market Index Fund ETF Shares (VTI), “AI's Credit Market Footprint: Financing the Data Center Boom”, Costco Wholesale Corporation (COST), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Target Date Funds (TDFs), Onto Innovation Inc. (ONTO), Palo Alto Networks, Inc. (PANW), Mega Mergers.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
We will be analyzing the fundamental strategic shift from global cost-cutting to domestic resilience... as companies pour investment into onshoring and nearshoring... in order to prioritize speed and proximity in manufacturing.Today's Stocks & Topics: Novo Nordisk A/S (NVO), Market Wrap, Sterling Infrastructure, Inc. (STRL), Safe Haven Investment, Dow Inc. (DOW), “The American Supply Chain Renaissance”, Rio Tinto Group (RIO), The Private Loan Market, StartEngine, TETRA Technologies, Inc. (TTI).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
We will debate whether the S&P 500's historically high Shiller P/E (P/E10) ratio is justified by today's economic environment, or if the current market valuation—nearly matching the 2000 peak—signals an unsustainable bubble.Today's Stocks & Topics: Axon Enterprise, Inc. (AXON), Market Wrap, Invesco NASDAQ 100 ETF (QQQM), “Warning Signs: Is the Market P/E Ratio Justified?”, FactSet Research Systems Inc. (FDS), Abrdn Physical Silver Shares ETF (SIVR), iShares Silver Trust (SLV), Copper Supply and Demand, Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB), Brookfield Asset Management Ltd. (BAM), Rockwell Automation, Inc. (ROK), Cameco Corporation (CCJ), Modine Manufacturing Company (MOD), Vanguard and 401k.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Commodity markets are splitting: Inflationary pressure eases as energy and food prices decline due to better supply, while strategic minerals (like copper, lithium, and rare earths) face sustained volatility and high prices due to supply constraints driven by surging demand from the AI and EV sectors.Today's Stocks & Topics: Tecnoglass Inc. (TGLS), Market Wrap, Pan American Silver Corp. (PAAS), “Navigating Divergent Commodity Markets”, International Exposure, Netflix, Inc. (NFLX), Oil Pipelines, Covered Calls ETFs, Target Corporation (TGT), Walmart Inc. (WMT), Japan Bond Rates.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
A growing trend is emerging where a Health Savings Account (HSA) is treated not as spending money, but instead as a "Super IRA" for retirement. Could this be the right call for you?Today's Stocks & Topics: Vertiv Holdings Co (VRT), Marker Wrap, Platinum Group Metals Ltd. (PLG), “The "6-Figure HSA" Retirement Strategy”, Liquidity, Leidos Holdings, Inc. (LDOS), The Auto Industry, Emerging Markets Bonds.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: A-I Stocks, Bond Maturity, Short-Term Rental Market, The VIX, Crypto, Pre-Tax Allocation vs. Roth I-R-A, Poorly Managed Companies, Publicly Traded Sports Teams, P.E. Ratios, Oil, Portfolio Management, Converting a Traditional IRA to a Roth, Cash Management, How to Calculate Company's Debt, 529 Plan, Entry Point.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: I-R-As, 401k Plan, Compound Frequency, Is It Good Time to Buy Stocks, Fidelity 401k Plan, Small Cap Stocks, Fed Rate Cuts, Relative Strength, Young Investor Looking for Advised, Silver, Start Taking Equity, Financial Terminology, Fundamental Analysis, 457 Retirement Plan.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
We will talk about Warren Buffett's pile of cash and the concept of "controlled greed" in today's market.Today's Stocks & Topics: Prologis, Inc. (PLD), Market Wrap, Bright Minds Biosciences Inc. (DRUG), “Buffett's $382 Billion Cash Pile”, Heritage Global Inc. (HGBL), Tokio Marine Holdings, Inc. (TKOMY), Markel Group Inc. (MKL), Bristol-Myers Squibb Company (BMY), The Federal Reserve, Vanguard Mid-Cap Value Index Fund ETF Shares (VOE), Netflix, Inc. (NFLX), Barrick Mining Corporation (B), How A-I Influences Shopping.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Just as markets were looking shaky, NY Fed President John Williams dropped dovish comments that spiked the odds of a December rate cut.Today's Stocks & Topics: Albertsons Companies, Inc. (ACI), Market Wrap, ServiceNow, Inc. (NOW), “The "Dovish" Pivot: December Rate Cut Odds Jump”, Vanguard Mid-Cap Growth Index Fund ETF Shares (VOT), Vanguard FTSE Europe ETF (VGK), NICE Ltd. (NICE), Black Friday, Buying Options, Stride, Inc. (LRN), ‘Big Short’ investor Michael Burry on A-I.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
We will examine the case for gold and bitcoin as alternative assets, and look at how each fits (or doesn’t) into a diversified portfolio, and what type of investor each one is really built for.Today's Stocks & Topics: Fidelity MSCI Real Estate Index ETF (FREL), Quanta Services, Inc. (PWR), Market Wrap, “Gold or Bitcoin? The New Safe-Haven Showdown”, Vanguard Total World Stock Index Fund ETF Shares (VT), The Scotts Miracle-Gro Company (SMG), Blue Owl, CD Rates, American Electric Power Company, Inc. (AEP), Vistra Corp. (VST), NextEra Energy, Inc. (NEE), PayPal Holdings, Inc. (PYPL), Teradyne, Inc. (TER), Bonds.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
We tackle the classic investing dilemma of putting your money in slowly versus investing it all at once, and explain when each strategy can make the most sense for real-life investors.Today's Stocks & Topics: Cameco Corporation (CCJ), Market Wrap, Chipotle Mexican Grill, Inc. (CMG), “Dollar-Cost Averaging vs. Lump Sum: What’s the Smarter Move?”, Themes ETF Trust - Leverage Shares 2X Long SPOT Daily ETF (SPOG), Crypto, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Retirement, Unusual Machines, Inc. (UMAC), Adient plc (ADNT), Palantir Technologies Inc. (PLTR), Private Equity.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
We compare high-yield savings accounts and Treasury bills, breaking down liquidity, safety, and after-tax returns so you can choose the best parking spot for your short-term cash.Today's Stocks & Topics: California Resources Corporation (CRC), DoorDash, Inc. (DASH), Market Wrap, Grupo Cibest S.A. (CIB), “High-Yield Savings vs. T-Bills: Where Should Your Cash Live?”, Humana Inc. (HUM), Converting a Traditional I-R-A to a Roth I-R-A, Jobs Report, BrightSpring Health Services, Inc. (BTSG), Carnival Corporation & plc (CCL), Eastman Chemical Company (EMN), Corporate Bonds.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
We will dig into the market’s obsession with the “Magnificent Seven” tech giants, the hidden concentration risk in many portfolios, and how to rebalance without missing out on innovation.Today's Stocks & Topics: Federal Agricultural Mortgage Corporation (AGM), Market Wrap, Old Dominion Freight Line, Inc. (ODFL), “Magnificent Seven Overload: Is Your Portfolio Too Top-Heavy?”, iShares Top 20 U.S. Stocks ETF (TOPT), The Crypto Fall, Medical Properties Trust, Inc. (MPW), Micron Technology, Inc. (MU), Start Taking Equity, Rolls-Royce Holdings Plc (RYCEY), The Housing Market.Get an exclusive 5% discount on NordProtect plans. ➼ Go to: https://nordprotect.com/investalk and use the code investtalk at checkout.Take back your personal data with Incogni! Use code investtalk at the link below and get 60% off annual plans: https://incogni.com/investtalkOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this episode, we will explore how abandoned 401(k) plans can quietly drain your long-term wealth and we’ll talk about the simple steps you can take to track down that lost money and put it back to work.Today's Stocks & Topics: Builders FirstSource, Inc. (BLDR), Gartner, Inc. (IT), Meta Platforms, Inc. (META), Market Wrap, “The Forgotten 401(k): Are You Leaving Money on the Table?”, I-R-As, Warner Bros. Discovery, Inc. (WBD), The Bond Market, Texas Instruments Incorporated (TXN).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
We'll talk about practical ways to stretch retirement dollars-- such as adjusting withdrawals, delaying Social Security, integrating annuities, and managing market risk.Today's Stocks & Topics: Tyson Foods, Inc. (TSN), Market Wrap, VanEck IG Floating Rate ETF (FLTR), iShares 0-3 Month Treasury Bond ETF (SGOV), Don’t Outlive Your Nest Egg: Strategies to Make Savings Last, Small Cap Stocks, WW International, Inc. (WW), Elon Musk's $1 Trillion Pay Package, Amdocs Limited (DOX), Federal National Mortgage Association (FNMA), Social Media.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
We will look into a plain-English guide on how annuities work, from fixed to variable and indexed options, plus fees and guarantees to watch.Today's Stocks & Topics: Trex Company, Inc. (TREX), Devon Energy Corporation (DVN), Market Wrap, Annuities Demystified: Types, Payouts, and Trade-Offs, Southern Copper Corporation (SCCO), Dow Inc. (DOW), Cognizant Technology Solutions Corporation (CTSH), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, China’s Gold, Young Investor Looking for Advised, The Brink's Company (BCO), Tyson Foods, Inc. (TSN), Roche Holding AG (RHHBY), Stocks Are Falling.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
New research shows that despite ongoing investor demand for exchange-traded funds, baby boomers appear to be bucking the trend, and there may be a good reason for it. Today's Stocks & Topics: Vanguard Long-Term Corporate Bond Index Fund ETF Shares (VCLT), East West Bancorp, Inc. (EWBC), Boomers are less bullish on ETFs—should they be?, McKesson Corporation (MCK), Fidelity 401k Plan, Insurance Companies and Private Equity Markets, Robo Global Robotics and Automation Index ETF (ROBO), Cardinal Health, Inc. (CAH), Streaming Prices, Vanguard Health Care Index Fund ETF Shares (VHT), Index Concentration.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
We will examine why ultra-long loans may lower payments but slow equity-building and raise lifetime interest costs, and what that means for housing affordability. Today's Stocks & Topics: Silver, Market Wrap, The Procter & Gamble Company (PG), 50-Year Mortgages: Quick Fix or Costly Mistake?, Mueller Industries, Inc. (MLI), SPDR Portfolio S&P 600 Small Cap ETF (SPSM), U.S. Insurance Companies, iShares Gold Trust (IAU), Leggett & Platt, Incorporated (LEG), SPDR S&P 500 ETF (SPY), Oil and Gas Demand.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
We will break down intrinsic value, competitive advantages, and the “margin of safety” approach that value investors use to build long-term wealth. Today's Stocks & Topics: Microsoft Corporation (MSFT), Market Wrap, Baxter International Inc. (BAX), Zimmer Biomet Holdings, Inc. (ZBH), Value Investing 101: How to Spot Undervalued Stocks, Interactive Brokers Group, Inc. (IBKR), How to Calculate Company's Debt, Marten Transport, Ltd. (MRTN), Labor Market, FIGS, Inc. (FIGS), Meta Platforms, Inc. (META), Clearway Energy, Inc. (CWEN), Waste Management, Inc. (WM), A-I Spending.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
We will have practical estate-planning strategies for transferring property to children while keeping tax, timing, and family-dynamics in focus. Today's Stocks & Topics: Fundamental Analysis, Market Wrap, Mueller Industries, Inc. (MLI), Passing the Property Torch: Smart Ways to Leave Real Estate to Your Kids, F5 Inc. (FFIV), Entry Point, Reaction After A Year Of Trump's Election, OppFi Inc. (OPFI), Barclays PLC (BCS), The Trade Desk, Inc. (TTD), Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK), A-I and Earnings.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
We've got a deep dive into how the global scramble for rare earth and battery-metals is igniting a stock-boom, and what investors need to know. Today's Stocks & Topics: Kimberly-Clark Corporation (KMB), Market Wrap, eBay Inc. (EBAY), Taiwan Semiconductor Manufacturing Company Limited (TSM), Critical Minerals, Critical Moment: Rare Earths Stocks Set to Surge, DraftKings Inc. (DKNG), Avantis All International Markets Value ETF (AVNV), Benchmark Numbers, Federal Reserve Survey, 457 Retirement Plan, Murphy USA Inc. (MUSA), Critical Minerals Policy Uncertainty.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
From the gold standard to modern bitcoin comparisons, we will explore why gold still matters in the digital age—and how it fits into today’s portfolio. Today's Stocks & Topics: Tema Electrification ETF (VOLT), Market Wrap, AirJoule Technologies Corporation (AIRJ), Honeywell International Inc. (HON), Gold’s Enduring Role: From Ancient Coins to Bitcoin Era, Lululemon Athletica Inc. (LULU), Global Equities, Publicly Traded Sports Teams, Aveanna Healthcare Holdings Inc. (AVAH), Housing.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
We will talk about an expert-driven look at where home prices, interest rates and buyer demand are headed—and what that means for investors and homeowners. Today's Stocks & Topics: The Buckle, Inc. (BKE), Tariffs, Market Wrap, The Walt Disney Company (DIS), Housing Market Forecast 2026: What’s Coming Next?, NIKE, Inc. (NKE), Stride, Inc. (LRN), Lemonade, Inc. (LMND), Supreme Court vs. Trump Tariffs, EQT Corporation (EQT), A-I Advertising, Pool Corporation (POOL), The Boston Beer Company, Inc. (SAM), FAA Orders Cuts in Flights.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Is deciding what to do with an orphan 401(k) on your to-do list? We will look at the seven steps for getting it done. Today's Stocks & Topics: LightPath Technologies, Inc. (LPTH), Market Wrap, How to Roll Over an Old 401(k), Pan American Silver Corp. (PAAS), Atlanta Braves Holdings, Inc. (BATRK), CDOs: Collateralized Debt Obligation, Oil-Dri Corporation of America (ODC), Essex Property Trust, Inc. (ESS), Zoetis Inc. (ZTS).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
We've got practical advice on how much to save for unexpected life events, where to keep the money, and why it matters far beyond simple budgeting. Today's Stocks & Topics: Ulta Beauty, Inc. (ULTA), Market Wrap, DICK'S Sporting Goods, Inc. (DKS), SSR Mining Inc. (SSRM), Emergency Savings: More Than Just a Cushion, Relative Strength, Lumen Technologies, Inc. (LUMN), Best Market Performance, Bitcoin, PureCycle Technologies, Inc. (PCT), Sentiment.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Why the so-called “guardrails approach”, that is adjusting spending up or down based on market performance, is gaining traction over the fixed “4% rule” in retirement. Today's Stocks & Topics: Fiserv, Inc. (FI), Market Wrap, Fed Rate Cuts, the “Go Live Your Life” Rule: Rethinking Retirement Spending, QUALCOMM Incorporated (QCOM), Three-Buckets Retirement Strategy, Bonds, Leveraged ETFs, Powell Industries, Inc. (POWL), Direxion Daily S&P500 Bull 3X Shares (SPXL), Winmark Corporation (WINA), Home Sales, Rio Tinto Group (RIO).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
We will discuss how falling birth-rates are becoming more than just a social issue because they are intertwined with economic systems and capitalist assumptions. Today's Stocks & Topics: The Campbell's Company (CPB), Market Wrap, Babies, Capitalism & a Demographic Crossroads, Alexandria Real Estate Equities, Inc. (ARE), Panasonic Holdings Corporation (PCRHY), A-I might replace Junior Bankers, Gold and Uranium Sectors, AbbVie Inc. (ABBV), Vertex Pharmaceuticals Incorporated (VRTX), A-I Financial Models.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
We'll take a deep dive into what investor behavior across 14 key markets reveals about building a truly global portfolio.Today's Stocks & Topics: United Parcel Service, Inc. (UPS), Market Wrap, Centrus Energy Corp. (LEU), Global Portfolio Insights: Lessons from Around the World, The Toro Company (TTC), Opera Limited (OPRA), Income Growth, Corpay, Inc. (CPAY), Nuclear Energy, A-I Stocks.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
We will look into how advances in AI are creating a rift between workers and investors, even as major tech companies continue job cuts. Today's Stocks & Topics: The Progressive Corporation (PGR), Oil, Palantir Technologies Inc. (PLTR), Market Wrap, Prudential Financial, Inc. (PRU), MetLife, Inc. (MET), Lennox International Inc. AI, Jobs & Investors: Growing Divides in the Workplace, (LII), Deckers Outdoor Corporation (DECK), Wall Street Rally, VanEck Gold Miners ETF (GDX), Kinross Gold Corporation (KGC), Vanguard Total International Stock Index Fund ETF Shares (VXUS), The Fed.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
We will talk about the five key personal finance use cases for Generative AI, including how to use it for creating personalized budgets, setting financial goals, and simulating debt repayment scenarios. Today's Stocks & Topics: General Mills, Inc. (GIS), Market Wrap, The Hartford Insurance Group, Inc. (HIG), Generative AI in Finance: 5 Ways to Budget, Plan, and Save, Changing Taxes Status, Leveraged ETFs, STAAR Surgical Company (STAA), Verizon Communications Inc. (VZ), Civitas Resources, Inc. (CIVI).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
We will explore the risks and rewards of an SBLOC, a credit line secured by your investments, to help you decide if it's the right financial tool for your liquidity needs. Today's Stocks & Topics: Booz Allen Hamilton Holding Corporation (BAH), Market Wrap, KPP Newsletter, The Concept to Staying in the Market, Is a Securities-Based Line of Credit (SBLOC) Right for You?, VanEck Gold Miners ETF (GDX), Parsons Corporation (PSN), Newmont Corporation (NEM), Earnings, InfraCap MLP ETF (AMZA), Sociedad Química y Minera de Chile S.A. (SQM), Inflation.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
We will break down how investors can combine momentum indicators, fundamental and technical analysis, mean reversion theory, and sentiment signals to make more informed predictions about where the stock market may be headed. Today's Stocks & Topics: 529 Plan, Market Wrap, Penske Automotive Group, Inc. (PAG), Micron Technology, Inc. (MU), “Decoding the Market: 4 Strategies to Anticipate Stock Trends”, The Kroger Co. (KR), Adobe Inc. (ADBE), Rivian Automotive, Inc. (RIVN), American Outperformance, JPMorgan Chase.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Interestingly, gold and Bitcoin (BTC-USD) have decoupled, with gold actually outperforming Bitcoin. So, how should investors think about their asset allocation moving forward? Today's Stocks & Topics: Vistagen Therapeutics, Inc. (VTGN), iShares MSCI Brazil ETF (EWZ), Market Wrap, What's Behind the Incredible Gold rally?, Cash Management, Tencent Holdings Limited (TCEHY), Luxury Goods, Baker Hughes Company (BKR), Caterpillar Inc. (CAT), Eaton Corporation plc (ETN), Monday.com Ltd. (MNDY), Walmart and Chat GPT Partnership.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
I will provide a comprehensive guide for investors so you can assess the performance of your current financial advisor... including communication skills and fee structure. I'll also outline the necessary steps for a smooth and compliant transition to a new wealth management professional. Today's Stocks & Topics: Cameco Corporation (CCJ), Market Wrap, Medtronic plc (MDT), When and How to Change Financial Advisors, American Financial Group, Inc. (AFG), Meta Platforms, Inc. (META), Volatility, Vale S.A. (VALE), Teleflex Incorporated (TFX), Spending, Apple Inc. (AAPL), Gold.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
We will explain how leveraging blockchain to digitize and fractionalize assets is poised to make investing cheaper, faster, more transparent, and radically accessible to everyone. Today's Stocks & Topics: Pool Corporation (POOL), Silver, Murphy USA Inc. (MUSA), AT&T Inc. (T), Market Wrap, How Asset Tokenization is Revolutionizing Global Finance, Illumina, Inc. (ILMN), TransAlta Corporation (TAC), Gold and Equities, Financial literacy.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
We will break down the historical data from Fidelity to reveal how a government shutdown truly affects the stock market, fixed income, and the broader economy, and why your long-term strategy remains the best defense. Today's Stocks & Topics: Neptune Insurance Holdings Inc. (NP), Market Wrap, Coloplast A/S (CLPBY), Games Workshop Group PLC (GMWKF), Should You Panic? The Real Impact of a Government Shutdown on Your Investments, Sanofi (SNY), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, The Shutdown, United Parcel Service, Inc. (UPS), Kenon Holdings Ltd. (KEN), The KPP Newsletter, Ramaco Resources, Inc. (METC), Warrior Met Coal, Inc. (HCC), Sign of Short-Term Market Strains.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Seniors looking to relocate or downsize can use a little-known, specialized financial tool which will allow retirees to finance a new primary residence using their equity and a down payment. Today's Stocks & Topics: QXO, Inc. (QXO), Innovative Industrial Properties, Inc. (IIPR), Market Wrap, Celestica Inc. (CLS), Portfolio Management, Berkshire Hathaway Inc. (BRK-B), Bank Earnings, Interactive Brokers Group, Inc. (IBKR), OneMain Holdings, Inc. (OMF), P.E. Ratios.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Strategy for a Potential Recession, Silver, I-R-A Rollover, Sitting on Cash, Earnings Forecast, Pros and Cons of 351 Exchange, Short-Term Rental Market, Cash Balance Plan, Retirement Saving Plans, How to Invest in the Bond Market, Dividend Reinvestment Plan, Retirement Accounts, Gains and Taxes, Financial Ratios.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
States like Florida and Arizona are top destinations for retirees, but residents in these areas face a disproportionate risk in the event of any reduction in promised Social Security benefits.Today's Stocks & Topics: AutoZone, Inc. (AZO), Market Wrap, Exxon Mobil Corporation (XOM), The Sunbelt Paradox: Why Retirement Hotspots Like Florida and Arizona Face a Social Security Crisis, BlackRock, Inc. (BLK), EnerSys (ENS), Economic Growth, Poorly Managed Companies, Civitas Resources, Inc. (CIVI), Canadian Natural Resources Limited (CNQ), Tariffs and Credit Markets.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Emotional, impulsive reactions can sabotage long-term returns, we will explain the disciplined strategies you will need to adapt and navigate today's volatile markets. Today's Stocks & Topics: Cal-Maine Foods, Inc. (CALM), Market Wrap, Idaho Strategic Resources, Inc. (IDR), 3 Costly Mistakes Novice Investors Need to Avoid Right Now, Prysmian S.p.A. (PRYMF), Lumen Technologies, Inc., Tariffs, KBR, Inc. (KBR), Pre-Tax Allocation vs. Roth I-R-A, The Procter & Gamble Company (PG), Young People Are Not Buying Homes.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
AI-powered data centers are significantly more "copper-intensive" than traditional facilities, and their rapid global build-out is set to clash with years of underinvestment in new mines.Today's Stocks & Topics: The Carlyle Group Inc. (CG), Market Wrap, Retirement, AI's Copper Consumption: Is the Data Center Boom Driving a Looming Supply Crunch?, Archer-Daniels-Midland Company (ADM), Freeport-McMoRan Inc. (FCX), KPP Newsletter, Budget Changes, Verizon Communications Inc. (VZ), Vanguard Utilities Index Fund ETF Shares (VPU), Service Corporation International (SCI), Trade Tensions with China.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
After the Federal Reserve's recent rate cut, analysts from Fannie Mae and the National Association of Home Builders (NAHB) have released their forecasts for the 30-year fixed mortgage rate. Today's Stocks & Topics: Global X Dow 30 Covered Call & Growth ETF (DYLG), Market Wrap, LKQ Corporation (LKQ), Will Mortgage Rates Keep Dropping?, Starbucks Corporation (SBUX), Data Sources, Leverage ETFs, Barrick Mining Corporation (B), Wheaton Precious Metals Corp. (WPM), Paul Mueller Company (MUEL), Gold.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
OpenAI's strategy of striking enormous, multi-year hardware deals with both AMD and Nvidia to secure its AI infrastructure and prevent a chip monopoly introduces new financial risks. We will dig into this story. Today's Stocks & Topics: Denison Mines Corp. (DNN), Market Wrap, Sprouts Farmers Market, Inc. (SFM), The Billion-Dollar Gamble: Why OpenAI’s Massive Deals with AMD and Nvidia Carry Systemic Risk, Gevo, Inc. (GEVO), Rio Tinto Group (RIO), Taking Social Security, Valterra Platinum Limited (ANGPY), Fixed Income, Novo Nordisk A/S (NVO).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this episode, we will look into how 22 U.S. states may already be in a recession and what it could mean for you. Today's Stocks & Topics: Copart, Inc. (CPRT), Market Wrap, The Progressive Corporation (PGR), Recession by ZIP Code: Why 22 States Are Already Feeling the Downturn, Where to Invest?, Trailing Stops, Fair Isaac Corporation (FICO), Emerging Markets, Atlassian Corporation (TEAM), Bank of America Corporation (BAC), JPMorgan Chase & Co. (JPM), Mercado Libre, Inc. (MELI).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
There may be a potential long-term shift in global investment flows-- driven by a combination of a weaker dollar and cooling global inflation. Today's Stocks & Topics: Elastic N.V. (ESTC), Market Wrap, Power Solutions International, Inc. (PSIX), Sprott Gold Equity Investor (SGDLX), Pfizer Inc. (PFE), Organon & Co. (OGN), Emerging Markets are Finally Rallying, CommScope Holding Company, Inc. (COMM), How to Navigate the Market, Americold Realty Trust, Inc. (COLD), Eastman Chemical Company (EMN).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this episode we will look at 18 U.S. cities, in various states, that impose no taxes on 401(k) or pension withdrawals — and how choosing one can stretch your retirement dollars further.Today's Stocks & Topics: Perdoceo Education Corporation (PRDO), Calamos US Equity Autocallable Income ETF (CAIE), Market Wrap, Top 18 U.S. Cities That Don’t Tax Your 401(k) or Pension, Schneider Electric S.E. (SBGSY), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, A-I Second Order Winners, How to Select a Mutual Fund, Nutrien Ltd. (NTR).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
We will explore the risks and rewards of a precious metals IRA, detailing how these accounts offer diversification and a hedge against inflation but come with "gotchas". Today's Stocks & Topics: Martin Marietta Materials, Inc. (MLM), Market Wrap, Albertsons Companies, Inc. (ACI), Gold Rush or Golden Trap? The Truth About Precious Metals IRAs, Alibaba Group Holding Limited (BABA), PULSAR HELIUM INC. (PSRHF), The Rise of Landlords, Smith & Wesson Brands, Inc., Unum Group (UNM), Applied Materials, Inc. (AMAT), ProShares Ultra S&P500 (SSO), Crypto Treasury Companies.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Starting in 2026, workers aged 50 and older who earned over $145,000 in the prior year will be required to make their 401(k) catch-up contributions on an after-tax Roth basis (a key tax shift mandated by the SECURE 2.0 Act). Today's Stocks & Topics: Trane Technologies plc (TT), Circle Internet Group (CRCL), Market Wrap, Roth or Bust: The $145K 401(k) Catch-Up Rule Change for 2026, Schlumberger Limited (SLB), Zebra Technologies Corporation (ZBRA), Alternative Investments, AbbVie Inc. (ABBV), Gold.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this episode, we will reveal how manufacturers secretly decrease the size of products like coffee and paper towels—resulting in a hidden price hike that contributes to overall inflation. (We will also look into policy options for increasing consumer transparency.) Today's Stocks & Topics: Universal Technical Institute, Inc. (UTI), Market Wrap, American Bitcoin Corp (ABTC), The Shrinkflation Problem: How You're Paying More for Less at the Grocery Store, KBR, Inc. (KBR), How Interest Rates Affect the Economy, Dolly Varden Silver Corporation (DVS), Modine Manufacturing Company (MOD), Vertiv Holdings Co (VRT), Government Shutdown, Roth I-R-A & K1, U.S. Credit Markets. Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The Sunk Cost Fallacy is a psychological trap that tricks rational investors and leaders into throwing good money after bad. We will break down the story. Today's Stocks & Topics: Fox Factory Holding Corp. (FOXF), Market Wrap, Albemarle Corporation (ALB), The Sunk Cost Fallacy: Why You Can't Walk Away, Paying Mortgage vs. Investing, Diamondback Energy, Inc. (FANG), Centene Corporation (CNC), A-I Data Centers, Target Corporation (TGT), First Majestic Silver Corp. (AG), New York Real Estate.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
I will look into what a $2 million nest egg really means for retirement— and how lifestyle, spending, and smart planning can determine whether it’s truly enough. Today's Stocks & Topics: Everest Group, Ltd. (EG), Market Wrap, National Grid plc (NGG), Datavault AI Inc. (DVLT), Is $2 Million Enough to Retire Comfortably?, Momentum Trading, Avantis US Small Cap Value ETF (AVUV), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Safe-Haven, Philip Morris International Inc. (PM), Altria Group, Inc. (MO), Advanced Micro Devices, Inc. (AMD).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Here's a one-sentence Description: A blue-chip stock is a share in a large, financially stable company with a long track record of reliable performance and often consistent dividends. Today's Stocks & Topics: Tilray Brands, Inc. (TLRY), Market Wrap, Alger Concentrated Equity ETF (CNEQ), What Is a Blue-Chip Stock?, Silver and Gold, Franklin Bitcoin ETF (EZBC), APA Corporation (APA), The Auto Industry and The U.S. Economic, Visa Inc. (V), Mastercard Incorporated (MA), Jackson Financial Inc. (JXN), Sturm, Ruger & Company, Inc. (RGR), Utilities.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
There is concern that the new $100,000 H-1B visa fee could discourage companies from hiring foreign workers, potentially affecting U.S. businesses, innovation, and overall economic growth. Today's Stocks & Topics: Cencora, Inc. (COR), Market Wrap, Sprouts Farmers Market, Inc. (SFM), Trump’s H-1B Visa Fee and Its Impact on the U.S. Economy, Chagee Holdings Limited (CHA), Toast, Inc. (TOST), Lifecycle Investing, Active Management Account, Target Corporation (TGT), Neos Enhanced Income Aggregate Bond ETF (BNDI), Lithium Americas Corp. (LAC), Crypto Companies.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Owning too many overlapping investments can water down returns, so we will explain how spreading your portfolio too thin may create more risk than protection. Today's Stocks & Topics: XPO, Inc. (XPO), Market Wrap, Tax Lost Harvesting, Infosys Limited (INFY), Palo Alto Networks, Inc. (PANW), Top 4 Signs You’ve Over-Diversified Your Portfolio, Newmont Corporation (NEM), Barrick Mining Corporation (B), Dollar Cost Average, Invesco S&P SmallCap Energy ETF (PSCE), Vanguard Total World Stock Index Fund ETF Shares (VT), Rates and Inflation.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
We will break down the contrasting retirement strategies and financial mindsets of Baby Boomers and Gen X to uncover key lessons for your financial future. Today's Stocks & Topics: Richtech Robotics Inc. (RR), BNY Mellon US Large Cap Core Equity ETF (BKLC), Market Wrap, Kinross Gold Corporation (KGC), SSR Mining Inc. (SSRM), The Retirement Generation Gap: Boomers vs. Gen X, Accenture plc (ACN), Roth I-R-A, Market Value, Income ETFs, Pacer US Small Cap Cash Cows 100 ETF (CALF), First Trust Water ETF (FIW), Tariff-Driven Cargo Surge.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
When you refinance your mortgage in 2025, there are both tax implications and opportunities for deductions that can boost your savings. Today's Stocks & Topics: Salesforce Inc. (CRM), Market Wrap, Market Wrap, FactSet Research Systems Inc. (FDS), iShares MSCI Agriculture Producers ETF (VEGI), Mortgage Refinance in 2025? These Tax Breaks Can Boost Your Savings, KPP Newsletter, ProShares Ultra Bloomberg Natural Gas (BOIL), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Mortgage Rates, Commodities, Berkshire Hathaway Inc. (BRK-B), NVIDIA Corporation (NVDA), Newmont Corporation (NEM).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
If you know the secrets of top-performing 401(k)s, you can begin transforming your retirement savings from good to great. Today's Stocks & Topics: RKLB - Rocket Lab Corp., Market Wrap, Amerigo Resources Ltd. (ARREF), Is Your 401(k) Doing Everything It Could Be?, Fixed Income, British American Tobacco P.L.C. (BTI), Gold, Powell Industries, Inc. (POWL), Employer Changing Retirement Plans, Navitas Semiconductor Corporation (NVTS).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this episode, we weigh the potential of AI as a tool for financial literacy against its significant limitations, exploring why its "bare bones" advice may fall short of the personalized guidance needed for your most important financial decisions. Today's Stocks & Topics: CNM - Core & Main Inc., Market Wrap, CALM - Cal-Maine Foods, Inc., AI vs. Human: Can You Trust a Robot with Your Money?, ALLY - Ally Financial Inc., GCT - GigaCloud Technology Inc., First Rate Cut of the Year, SGOV - iShares 0-3 Month Treasury Bond ETF, TSM - Taiwan Semiconductor Manufacturing ADR, ASML - ASML Holding NV, ADMA - Adma Biologics Inc., Gold.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this episode, we explore how successful individuals make a powerful shift in perspective—from seeing money as an end goal to a tool for unlocking opportunities and building sustainable, long-term wealth. Today's Stocks & Topics: SBSW - Sibanye Stillwater Limited ADR, GOOG - Alphabet Inc., Market Wrap, The Millionaire Mindset: How Successful People Think About Money, ETFs that Pay Weekly Dividend, Stock Support, BIIB - Biogen Inc., Mortgage Rates, BHP - BHP Group Limited ADR, RIO - Rio Tinto plc ADR.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this episode, we will analyze a new Federal Reserve report that reveals how AI is quietly influencing hiring for jobs requiring a college degree (and why this trend of scaled-back hiring is expected to accelerate in the coming months). Today's Stocks & Topics: CMG - Chipotle Mexican Grill, Market Wrap, MRK - Merck & Co. Inc., The AI Job Paradox: Why AI Isn't Causing Layoffs, It's Hiding Hiring Cuts, VT - Vanguard Total World Stock ETF, Cash Allocation, New Trade: Running Hot, MORN - Morningstar Inc., SFM - Sprouts Farmers Market Inc., LULU - Lululemon Athletica Inc., The Labor Market.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Bonds, Portfolio Management, Credit Card Debt, Real Estate Co-Op, Investing for Kid’s Future, Current Bond Market, Investing in Morocco, Value Stock, Difference from a 403b and Regular 401k, The Young Consumer, Large, Mid or Small Caps, Roth I-R-A Withdrawals, Preferred Dividend Stocks, The Dow vs. The S&P 500, 401k Rollover, Fractional Shares, Growth to Value Trade.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Strategy for a Potential Recession, Silver, I-R-A Rollover, Sitting on Cash, Earnings Forecast, Pros and Cons of 351 Exchange, Short-Term Rental Market, Cash Balance Plan, Retirement Saving Plans, How to Invest in the Bond Market, Dividend Reinvestment Plan, Retirement Accounts, Gains and Taxes, Financial Ratios.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this segment, we break down the estimated 2.7% cost-of-living adjustment for 2026 and explore why experts are concerned this moderate boost may not be enough to cover rising expenses for retirees. Today's Stocks & Topics: DIS - Walt Disney Co., Market Wrap, EBAY - EBay Inc., The 2026 Social Security COLA: Will a 2.7% Increase Be Enough to Outrun Inflation?, BBNX - Beta Bionics Inc., TOST - Toast Inc., NX - Quanex Building Products Corp., Recent Copper Mining Deals, BALL - Ball Corp., DOV - Dover Corp., TECK - Teck Resources Ltd., A-I and U.S. Market Returns.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this episode, we weigh the potential for a small cryptocurrency allocation to enhance your retirement returns against the significant risks of its extreme volatility and unpredictable regulatory landscape. Today's Stocks & Topics: AGX - Argan, Inc., Market Wrap, LRN - Stride Inc., The Crypto Retirement Debate: Is a Small Bet the Key to Future Wealth?, ZM - Zoom Communications Inc., Recommended Proportion of Gold, GLDM - SPDR Gold MiniShares Trust, Lumber Prices, DLR - Digital Realty Trust Inc., MSM - MSC Industrial Direct Co., Inc., Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
AI is rapidly transforming investment strategies and financial services, driving innovation and personalization in wealth management while presenting long-term opportunities that investors must actively monitor. Today's Stocks & Topics: TGS - Transportadora de Gas del Sur ADR, Market Wrap, MKC - McCormick & Co., Inc., Why Investors Shouldn’t Ignore AI’s Impact, WDH - Waterdrop Inc. ADR, Buying Stocks for a 10-year-old, Gen Z Chasing 90% Yields, LYFT - Lyft Inc., B - Barrick Mining Corp, Target Price to Sell.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Identity theft occurs when someone uses another person's private data without permission and then commits fraud, so it is important to learn the warning signs. Today's Stocks & Topics: DUOL - Duolingo Inc., Market Wrap, ICU - Sea Star Medical Holding Corp., What Is Identity Theft and How Can You Prevent It?, LUGDF - Lundin Gold Inc., Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Jobs Report, SWK - Stanley Black & Decker Inc., KPP Newsletter, Process to Sell Shares, LULU - Lululemon Athletica Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
With gold prices nearing record highs, beginner investors should be exploring different gold investment options— before prices go higher.Today's Stocks & Topics: OMF - OneMain Holdings Inc., Market Wrap, ARE - Alexandria Real Estate Equities Inc., APLD - Applied Digital Corporation, Influx of Capital, Credit Card Interest Rates, TGT - Target Corp.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
With strategic planning, Generation X still has a path to financial security— but they have to overcome significant retirement hurdles—including limited savings and rising debt. Today's Stocks & Topics: DELL - Dell Technologies Inc., GEV - GE Vernova Inc., Market Wrap, Generation X Faces Unique Retirement Challenges — Can They Catch Up?, TTD - Trade Desk Inc., CAVA - Cava Group Inc., SG - Sweetgreen Inc., A-I and Shopping, IVOL - Quadratic Interest Rate Volatility and Inflation Hedge ETF, AVB - Avalonbay Communities Inc., 401k Risk.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
An anticipated Fed rate cut this month could lower borrowing costs, reduce savings yields, and influence mortgage rates. Today's Stocks & Topics: AMPX - Amprius Technologies Inc., Market Wrap, OKE - Oneok Inc., How a Fed Interest Rate Cut Could Impact Your Finances Soon, ULTY – Yield Max Ultra Option Income Strategy ETF, EVR - Evercore Inc, Consumer Spending, Delisted Stocks, CARR - Carrier Global Corp.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Strategy for a Potential Recession, Silver, I-R-A Rollover, Sitting on Cash, Earnings Forecast, Pros and Cons of 351 Exchange, Short-Term Rental Market, Cash Balance Plan, Retirement Saving Plans, How to Invest in the Bond Market, Dividend Reinvestment Plan, Retirement Accounts, Gains and Taxes, Financial Ratios.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: FIW - First Trust Water ETF, Market Wrap, III - Information Services Group Inc., Politicians Stock Trades, CDs & Taxes, Cash-Out Refinancing, Measure the Health of a Dividend, Cash into The Market, How to Begin Investing at 18?, Gold and Silver, Where to Invest After 70, Education Plans, Emerging Market, Price Support.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
To ensure smooth, multi-generational inheritance real estate wealth transfer in 2025 requires strategic use of gifting, trusts, and tax-efficient structures. Today's Stocks & Topics: UMGNF - Universal Music Group NV, Market Wrap, DIS - Walt Disney Co., Are You Prepared for the Real Estate Wealth Transfer That Could Make or Break Your Family’s Future?, TTEK - Tetra Tech Inc., WRBY - Warby Parker Inc, Nvidia Earnings, VEEV - Veeva Systems Inc., REGN - Regeneron Pharmaceuticals Inc., Gambling in America.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
If you’ve got thirty years to go before retirement, you have time to learn how strategic asset allocation, consistent contributions, and adjusting for risk can help build a solid foundation for financial independence. Today's Stocks & Topics: CROX - Crocs Inc., CAIE - Calamos Autocallable Income ETF, Market Wrap, Are You Missing the Key Steps to Maximize Your Retirement in the Next 30 Years?, R - Ryder System Inc., TSM - Taiwan Semiconductor Manufacturing ADR, Enterprise Software, Financial Terminology, ADBE - Adobe Inc., 401k Rollover, MATX - Matson Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
There are fresh risks to the labor market, including slowing job growth and rising long-term unemployment, and this may be opening the door to interest rate cuts. Today's Stocks & Topics: CPB - Campbells Co., Market Wrap, DUOL - Duolingo Inc., Fed Chair Jerome Powell is Worried About the Job Market. Here Are 3 Red Flags for Workers, NKE - Nike Inc., Earnings Forecast, Supply and Lack of Immigration, HOOD - Robinhood Markets Inc., Copper Projects.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
There are simple and practical strategies to quickly build savings—including cutting unnecessary subscriptions, automating savings, maximizing rewards, and other smart money moves. Today's Stocks & Topics: SMCI - Super Micro Computer Inc., Market Wrap, Silver, EXK - Endeavour Silver Corp., UPS - United Parcel Service Inc., 12 Totally Free Ways to Save Money Fast and Boost Your Passive Income, CELH - Celsius Holdings Inc., Stagflation, MAA - Mid-America Apartment Communities Inc., INVH - Invitation Homes Inc., Retirement Accounts, Labor Market and Lack of Immigration.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Despite some wage growth, the typical American worker’s pay has not kept pace with rising inflation over the past four years, especially in professions like education, while job growth favors sectors like healthcare and hospitality. Today's Stocks & Topics: PYPL - PayPal Holdings Inc., Market Wrap, OKE - Oneok Inc., KPP Newsletter, Wages Are Falling Behind Inflation, Leaving Many Workers Struggling, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Pros and Cons of 351 Exchange, EXEL - Exelixis Inc., Inflation, AVGO - Broadcom Inc., TT - Trane Technologies Plc., COST - Costco Wholesale Corp., The De Minimis Exemption.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Bonds, Portfolio Management, Credit Card Debt, Real Estate Co-Op, Investing for Kid’s Future, Current Bond Market, Investing in Morocco, Value Stock, Difference from a 403b and Regular 401k, The Young Consumer, Large, Mid or Small Caps, Roth I-R-A Withdrawals, Preferred Dividend Stocks, The Dow vs. The S&P 500, 401k Rollover, Fractional Shares, Growth to Value Trade.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Recent changes to student loan repayment rules include adjustments to monthly payments, loan forgiveness eligibility, and borrowing limits that will impact current and future borrowers. Today's Stocks & Topics: SO - Southern Company, Market Wrap, BDT - Bird Construction Inc., New Student Loan Repayment Policies Following Trump’s Budget Bill, Financial Ratios, AOS - A.O. Smith Corp., WULF – Tera Wulf Inc., A-I and the Growth in the Market, FDS - FactSet Research Systems Inc., CWST - Casella Waste Systems Inc. Cl A, EXPE - Expedia Group Inc., U.S. Retailers.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
With international value stocks outpacing their U.S. growth counterparts in 2025, there has been a shift and value investing's resurgence is more pronounced overseas. Today's Stocks & Topics: ECPG - Encore Capital Group Inc., Market Wrap, Value Investing Is Finally Excelling Again in 2025 — But There’s One Catch for Americans, Short-Term Rental Market, Gains and Taxes, BWXT - BWX Technologies Inc., Artificial Intelligent, AVB - Avalonbay Communities Inc., DE - Deere & Co., Interest Rates.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Warren Buffett has warned that frequent trading often leads to lower returns and instead he advocates for the patient, long-term approach of holding quality companies. Today's Stocks & Topics: EQT - EQT Corp., Market Wrap, DECK - Deckers Outdoor Corp., Why Investors Who Trade More Often Tend to Make Less, Cash Balance Plan, Bear Market in Equities?, Fed Rate Cut, DASH - DoorDash Inc., BX - Blackstone Inc., Credit Markets.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The U.S.-China economic relationship has fundamentally shifted from focusing solely on cost and efficiency to prioritizing geopolitics, security, and supply chain resilience. Today's Stocks & Topics: FI - Fiserv Inc., Market Wrap, GRMN - Garmin Ltd., BROS - Dutch Bros Inc., Strategic Interdependence Is Rewiring the Global Economy, Is It Good Time to Buy Stocks?, ADBE - Adobe Inc., KPP Newsletter, Tariffs and Inflation, BRY - Berry Corp., Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, EBAY - EBay Inc., CAH - Cardinal Health, Inc., Housing Market.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
U.S. Treasury bonds, dividend-paying stocks, defensive sector ETFs, gold, and real estate can help investors preserve stability and generate steady returns during economic downturns. Today's Stocks & Topics: GILD - Gilead Sciences Inc., Market Wrap, Top Recession-Proof Investments to Protect and Grow Your Portfolio, JOBY - Joby Aviation Inc., CS.TO - Capstone Copper, Jobs Report, Compound Frequency, COPX - Global X Copper Miners ETF, US and China Economies.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
A new platform is emerging that will allow investors to trade shares of private tech giants like SpaceX and OpenAI with the ease of crypto, raising new questions about risk and accessibility for retail traders. Today's Stocks & Topics: XLE - The Energy Select Sector SPDR Fund, Market Wrap, TEVA - Teva- Pharmaceutical Industries Ltd. ADR, The New Frontier of Trading: Tokenized Shares of SpaceX and OpenAI, TBIL - F/m US Treasury 3 Month Bill ETF, SGOV - iShares 0-3 Month Treasury Bond ETF, TLRY - Tilray Brands Inc., Private Equity, PLD - Prologis Inc, DVN - Devon Energy Corp.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Learn how ex-dividend dates determine which shareholders receive dividend payments by explaining the relationship between the record date, ex-dividend date, and how ownership timing affects dividend entitlement in stock investing. Today's Stocks & Topics: MO - Altria Group Inc., Market Wrap, MET - Metlife Inc., FIX - Comfort Systems USA Inc., How to Invest in the Bond Market, Understanding Ex-Dividend Dates: When Are You Entitled to Stock and Cash Dividends?, ASPI - ASP Isotopes Inc., BTC - Grayscale Bitcoin Mini Trust ETF, CORT - Corcept Therapeutics Inc., SKX - Skechers U S A Inc., BKE - Buckle Inc., EMN - Eastman Chemical Co.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Thanks to its role in global finance and continued trust among central banks, experts agree the dollar remains firmly resilient as the world’s primary reserve currency. Today's Stocks & Topics: CMG - Chipotle Mexican Grill, Market Wrap, ABBV - Abbvie Inc., LECO - Lincoln Electric Holdings Inc., Is the U.S. Dollar Really on the Brink of Collapse?, Strategy for a Potential Recession, APP - Applovin Corp., Jobs Report, US Consumers Are Eating Out Less.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Amid various concerns, a recent AARP survey has revealed that just 36% of Americans are confident in Social Security’s future—a 7-point drop since 2020. Today's Stocks & Topics: IAG - Iamgold Corp., Market Wrap, OKLO - Oklo Inc., Only 36% of Americans Are Confident About Social Security's Future. How Worried Should You Be?, MPAA - Motorcar Parts of America Inc., Sitting on Cash, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, The Nature of Market Forecasting, VTV - Vanguard Value ETF, LLY – Lilly (Eli) & Co., SHYG - iShares 0-5 Year High Yield Corporate Bond ETF.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Thanks to historic economic advantages, baby boomers still control over half of U.S. wealth, but millennials are rapidly closing the gap through higher earnings, rising home equity, and smart investing. Today's Stocks & Topics: GD - General Dynamics Corp., Market Wrap, 401k Plan, Can Millennials Ever Catch Up to Boomer Wealth?, COP - Conoco Phillips, CVS - CVS Health Corp., Gold, Dividend Reinvestment Plan, AXP - American Express Co., Fear and Risk, De Minimis Exemption.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Investing your emergency fund may promise higher returns, but it puts essential savings at risk of loss and delayed access. Today's Stocks & Topics: IYH - iShares U.S. Healthcare ETF, Market Wrap, V - Visa Inc., Why You Shouldn’t Invest Your Emergency Fund, SCHW - Charles Schwab Corp, PYPL - PayPal Holdings Inc., Corporate Profits, SFM - Sprouts Farmers Market Inc., BBY - Best Buy Co. Inc., UPS - United Parcel Service, Inc., Investor Biases.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As hyperscale AI models drive explosive growth in data‑center demand, tech giants like Google, Amazon, Microsoft and Meta are investing in novel energy strategies—from nuclear deals and renewable procurement to grid‑flexibility measures. Today's Stocks & Topics: QCOM - Qualcomm Inc., Market Wrap, STRL - Sterling Infrastructure Inc., How Big Tech Plans to Feed AI’s Voracious Appetite for Power, OKE - ONEOK Inc., RITM - Rithm Capital Corporation, Tariffs, Municipal Bonds, MUNI - PIMCO Intermediate Municipal Bond Active ETF, PLTR - Palantir Technologies Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Strategically investing in a dedicated portfolio “bucket” for self-funding of long-term care involves balancing tax considerations, asset allocation, and other considerations. Today's Stocks & Topics: FADMX - Fidelity Strategic Income Fund, Market Wrap, EMN - Eastman Chemical Co., Retirement Plans in Flux: Why More Americans Are Rethinking Their Exit Timeline, KLG - WK Kellogg Co., ADBE - Adobe Inc., A-I and Job Cuts, VICI - VICI Properties Inc., Bonds, Artificial Intelligence in Daily Life.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Amid economic uncertainty, a growing number of Americans over 50 are reconsidering or delaying retirement. Today's Stocks & Topics: FICO - Fair Isaac Corp., Market Wrap, Retirement Plans in Flux: Why More Americans Are Rethinking Their Exit Timeline, CIVI - Civitas Resources Inc., Covered Calls, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Housing Market, CAN - Accenture PLC Cl A, Is A-I Boom Bigger than the Dot Com Bubble?Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Learn actionable steps for achieving and keeping a strong credit score, including timely payments, maintaining low credit usage, monitoring your credit reports, and responsible credit activity. Today's Stocks & Topics: ALSN - Allison Transmission Holdings Inc., Market Wrap, QCOM - Qualcomm Inc., How to Build and Maintain a Good Credit Score, IIPR - Innovative Industrial Properties Inc., Pacaso, HKHHY - Heineken Holding N.V. ADR, Las Vegas Losing Tourism, Dependent Care Flexible Spending Account, AEM - Agnico Eagle Mines Ltd., Large, Mid or Small Caps Distribution, Liquidity.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Apparently, psychological influences and biases affect the financial behaviors of investors and markets, revealing that people often make irrational choices driven by emotion and mental shortcuts rather than strict logic and rationality. Today's Stocks & Topics: PRHSX - T Rowe Price Health Sciences Fund, CWT - California Water Service Group, Market Wrap, Understanding Behavioral Finance: How Psychology Shapes Financial Decisions, UNM - Unum Group, IAU - iShares Gold Trust, After Hours Trading, Gross Domestic Product (GDP), Reverse Stock Split, NOTE – Fiscal Note Holdings Inc., KNSL - Kinsale Capital Group Inc, US Companies Borrowing Cost, SNY - Sanofi ADR.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
It would be wise to take the time to learn about dividend reinvestment, including tax onsiderations and how this strategy fits various financial goals and market conditions. Today's Stocks & Topics: PDI - PIMCO Dynamic Income Fund, Market Wrap, AMD - Advanced Micro Devices Inc., 7 Things You May Not Know About Reinvesting Dividends, VTGN - Vistagen Therapeutics Inc., NLR - VanEck Uranium & Nuclear ETF, LNW - Light & Wonder Inc., Retail Trade, Compound Analysis, ADBE - Adobe Inc., Crypto Lending.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Before downsizing in retirement, be sure to evaluate seven critical financial factors—-including housing costs, estate and inheritance taxes, Social Security taxation, and more. Today's Stocks & Topics: TECK - Teck Resources Ltd. Cl B, Market Wrap, Seven Financial Considerations When Downsizing for Retirement, LULU - Lululemon athletica inc., TGS - Transportadora de Gas del Sur S.A. ADR, Small Caps vs. Large Caps, PZZA - Papa John's International Inc., EU Deal.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Many taxpayers unknowingly pay more than they owe, with big tax refunds, incorrect filing status, missed deductions, and poor withholding adjustments. Today's Stocks & Topics: LEG - Leggett & Platt Inc., Market Wrap, MSTR - MicroStrategy Inc., 6 Clear Signs You’re Overpaying on Your Taxes (And How to Stop), ZIM - ZIM Integrated Shipping Services Ltd., KPP Newsletter, Who’s Paying the Tariffs USA, ALE - Allete Inc., ZBRA - Zebra Technologies Corp. Cl A, Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
A relative valuation model is a financial tool that helps investors assess a company’s worth by providing a clearer picture of whether a stock may be fairly priced within its industry. Today's Stocks & Topics: J - Jacobs Solutions Inc., Market Wrap, Interest Rates, How Investors Compare Companies to Find True Value, AZO - AutoZone Inc., Energy Sector, PSC - Principal U.S. Small-Cap ETF, RNMBY - Rheinmetall AG ADR, Private Equity.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
High mortgage rates and declining home sales are raising concerns about a potential housing market drag on the broader U.S. economy. Today's Stocks & Topics: BRC - Brady Corp. Cl A, Market Wrap, Taxes and ETFs, U.S. Housing Market Flashes Warning Signs for the Economy, FINV - FinVolution Group ADR, KINS - Kingstone Cos. Inc., Earnings, Home Prices, CTRA - Coterra Energy Inc., PDI - PIMCO Dynamic Income Fund, 24 Hour Trading Proposal.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Stablecoins, digital currencies pegged to assets like the US dollar, are revolutionizing the crypto landscape by offering the stability and reliability that traditional cryptocurrencies often lack. Today's Stocks & Topics: KMI - Kinder Morgan Inc., Market Wrap, RL - Ralph Lauren Corp. Cl A, Stablecoins: The Game-Changer Reshaping Cryptocurrency Stability, NVDA - NVIDIA Corp., Plans for Kids, CNC - Centene Corp., Tariffs War.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
You can confidently manage your finances and reach your savings goals in a way that fits your unique financial situation, if you implement various popular budgeting methods. Today's Stocks & Topics: GLOB - Globant S.A., UPS - United Parcel Service Inc. Cl B, Market Wrap, Budgeting Methods to Suit Every Lifestyle, Is the Stock Market Manipulated?, Ethereum, QS - QuantumScape Corp. Cl A, Bitcoin Mining, Earnings Season, OPEN - Opendoor Technologies Inc., Are Consumers Running Out of Steam?Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Many investors believe dividend stocks are always safe and reliable, but there are key misconceptions that can lead to poor investment choices-- if not carefully examined.Today's Stocks & Topics: LEU - Centrus Energy Corp. (ASE), CHKP - Check Point Software Technologies Ltd. (NAS), TLN - Talen Energy Corp. (NAS), FUTU - Futu Holdings Ltd. ADR (NAS), VAW - Vanguard Materials ETF (ETF), a question from our YouTube channel viewers: DFAR - Dimensional US Real Estate ETF (ETF); plus Luke's market wrap, and Luke's talking point: 'Fed Independence'Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Coast FIRE is a strategy where you save and invest enough early in life so that your retirement nest egg can grow on its own through compounding, allowing you to stop making new retirement contributions.Today's Stocks & Topics: GPN - Global Payments Inc. (NYS), BRKB - Berkshire Hathaway Inc. Cl B (NYS), AKAM - Akamai Technologies Inc. (NAS), PANW - Palo Alto Networks Inc. (NAS), NVO - Novo Nordisk A/S ADR (NYS), a listener question about 'trailing stops', questions from our YouTube channel viewers: HPE - Hewlett Packard Enterprise Co. (NYS) vs. CARR - Carrier Global Corp. (NYS), NEM - Newmont Corp. (NYS); plus Justin's market wrap, and Justin's talking point: 'Purchasing Power Parity'Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
With high interest rates and changing economic conditions weighing down returns, out-of-favor Real Estate Investment Trusts (REITs) now offer compelling valuations and attractive dividend yields.Today's Stocks & Topics: BBWI - Bath & Body Works Inc. (NYS), FLMX - Franklin FTSE Mexico ETF (ETF), HPE - Hewlett Packard Enterprise Co. (NYS), MYE - Myers Industries Inc. (NYS), NVR - NVR Inc. (NYS), O - Realty Income Corp. (NYS), questions from our YouTube channel viewers: ELS - Equity Lifestyle Properties Inc. (NYS), and TPL - Texas Pacific Land Corp. (NYS); plus Luke's market wrap, and Lukes's talking points: 'U.S. Producer Prices' and 'Stablecoins'Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Long-term financial growth can be supported by good debt, while bad debt typically carries high costs and offers limited financial benefits.Today's Stocks & Topics: FPI - Farmland Partners Inc. (NYS), DASH - DoorDash Inc. (NAS), OPRA - Opera Ltd. ADR (NAS), CASY - Casey's General Stores Inc. (NAS), questions from our YouTube channel viewers: CAL - Caleres Inc. (NYS), and NUCL vs URNG - ; plus Justin's market wrap, and Justin's talking points: 'Bank Performance'-- mega vs regional, and 'What Is Dutch Disease?'-- The U.S. exports dollars and takes on debt... (Justin explains)Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In an effort to boost American manufacturing, President Trump has warned Apple to shift production stateside or face a 25% tariff on imported devices.Today's Stocks & Topics: IHI - iShares U.S. Medical Devices ETF (ETF), CAT - Caterpillar Inc. (NYS), CPRT - Copart Inc. (NAS), AEVA - Aeva Technologies Inc. (NAS), a question from our YouTube channel viewers: PGR - Progressive Corp. (NYS); plus Justin's market wrap, and Justin's talking points: 'Earnings Season'.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The U.S. is facing mounting risks of higher inflation, rising interest rates, and a potential fiscal crisis if Congress fails to address expiring tax cuts, discretionary spending caps, and other looming fiscal deadlines in 2025.Today's Stocks & Topics: ENVX - Enovix Corp. (NAS), IQV - IQVIA Holdings Inc. (NYS), SCCO - Southern Copper Corp. (NYS), VGT - Vanguard Information Technology ETF (ETF), BCC - Boise Cascade Co. (NYS), CCJ - Cameco Corp. (NYS), a question from our YouTube channel viewers: ENVA - Enova International Inc. (NYS); plus Luke's market wrap, and Luke's talking points: 'Tariffs and Fed Rate', and 'Risky ETFs'; plus oil and metal prices and a preview of the KPP Premium Newsletter.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Many "Gen Xers" will have little inheritance, so they should prioritize their own retirement savings, debt reduction, and financial planning.Today's Stocks & Topics: NUKZ - Range Nuclear Renaissance Index ETF, INQQ - INQQ The India Internet ETF (ETF), VTTSX - Vanguard Target Retirement 2060 Fund Investor (FUND), FNDF - Schwab Fundamental International Equity ETF (ETF), a listener question about CDs and T-Bills, a question from our YouTube channel viewers: BJ - BJ's Wholesale Club Holdings Inc. (NYS); plus Justin's market wrap, and Justin's talking points: 'Ponzi Finance' -- "When uncertainty rises, being able to finance yourself with your own cash flow becomes very important."; and the 50% Copper Tariffs.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Nuclear energy is experiencing unprecedented growth, offering investors opportunities in uranium miners, utilities, ETFs, and next-generation small modular reactor companies.Today's Stocks & Topics: PDI - PIMCO Dynamic Income Fund (FUND), SMPL - Simply Good Foods Co. (NAS), CVCO - Cavco Industries Inc. (NAS), a listener question about corporate bonds, a question from our YouTube channel viewers: NEE; plus Justin's market wrap, and Justin's talking point: Dallas Fed GDP Growth Report with respect to immigration dynamics.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
President Trump’s new bill offers most Social Security recipients temporary tax relief, but does not eliminate Social Security taxes entirely.Today's Stocks & Topics: WMS - Advanced Drainage Systems Inc. (NYS), MTPLF - Metaplanet Inc. (OTC, PPTA - Perpetua Resources Corp. (NAS), a listener question about direct indexing, a question from our YouTube channel viewers: LMNR - Limoneira Co. (NAS); plus Justin's market wrap, and Justin's talking points: Data Centers, Tariffs.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The newly enacted 50% tariffs on imported steel and aluminum are raising construction costs for builders, which are likely to be passed on to homebuyers-- thereby worsening affordability. Today's Stocks & Topics: FCX - Freeport-McMoRan Inc., Market Wrap, IQV - IQVIA Holdings Inc., REZ - iShares Residential & Multisector Real Estate ETF, Will Tariffs Raise Home Prices?, Closed-End Funds, ZROZ - PIMCO 25+ Year Zero Coupon U.S. Treasury Index ETF, SGOV - iShares 0-3 Month Treasury Bond ETF, NET - Cloudflare Inc. Cl A, New Tariffs for Japan, South Korea, Malaysia and South Africa, PYPL - PayPal Holdings Inc., ITA - iShares U.S. Aerospace & Defense ETF, Housing.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Bonds, Portfolio Management, Credit Card Debt, Real Estate Co-Op, Investing for Kid’s Future, Current Bond Market, Investing in Morocco, Value Stock, Difference from a 403b and Regular 401k, The Young Consumer, Large, Mid or Small Caps, Roth I-R-A Withdrawals, Preferred Dividend Stocks, The Dow vs. The S&P 500, 401k Rollover, Fractional Shares, Growth to Value Trade.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Inflation fears, rising national debt, and erratic trade policy have resulted in the steepest drop in five decades for the US dollar-- down over 10% in early 2025. Today's Stocks & Topics: IIPR - Innovative Industrial Properties Inc., Market Wrap, AMH - American Homes 4 Rent Cl A, US Dollar Is Off to Its Worst Start in 50 Years. Here's Why That Matters for You, MUSA - Murphy USA Inc., FLO - Flowers Foods Inc., The Labor Market, Comparing Past Performance, PCT - PureCycle Technologies Inc., STLD - Steel Dynamics Inc., Central Banks & Asset Allocation.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As passive index funds surpass active management in investor portfolios, their growing dominance is increasing stock price synchronization, weakening diversification, and amplifying systemic risks. Today's Stocks & Topics: NXST - Nexstar Media Group Inc. Cl A, Market Wrap, Sectors in 2nd Half of 2025, PANW - Palo Alto Networks Inc., NET - Cloudflare Inc. Cl A, TFC - Truist Financial Corp., The Hidden Risks of Passive Investing’s Market Dominance, MP - MP Materials Corp., EQIX - Equinix Inc., Personal Savings & Spending.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
To make informed decisions about adding crypto ETFs to their portfolios, investors should weigh various factors including diversification and volatility. Today's Stocks & Topics: PBF - PBF Energy Inc., Market Wrap, 4 Key Questions to Consider Before Allocating Crypto in Your Portfolio, CXDO - Crexendo Inc., TGT - Target Corp., Labor Market, Reverse Split, BSRTF - BSR Real Estate Investment Trust, PANW - Palo Alto Networks Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Trump Accounts, proposed in the "One Big Beautiful Bill", would provide every eligible newborn with a $1,000 government-funded, stock index-tracking investment account but experts note that 529 plans offer greater flexibility and more favorable tax treatment for college savings. Today's Stocks & Topics: URNM - Sprott Uranium Miners ETF, Market Wrap, Are Trump Accounts the Best College Savings Option for Families?, PINS - Pinterest Inc., YELP - Yelp Inc., The Young Consumer, BJ - BJ's Wholesale Club Holdings Inc., Foreign Investing.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
U.S. home inventory has climbed nearly 20% year-over-year and forecasts now suggest national home prices will either remain flat or see a slight decline over the next year. Today's Stocks & Topics: PDI - PIMCO Dynamic Income Fund, Market Wrap, BN - Brookfield Corp., KPP Newsletter, Will Housing Prices Drop? 2025 Outlook as Home Inventory Rises, HAL - Halliburton Co., NVO - Novo Nordisk A/S ADR, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Trade Negotiations with Canada, OSCR - Oscar Health Inc., KKR - KKR & Co. Inc., VIS - Vanguard Industrials ETF, ITA - iShares U.S. Aerospace & Defense ETF.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Tariffs on Chinese goods in 2018 and 2019 led to a surge in Mexican exports to the U.S. and created new job opportunities, particularly benefiting traditionally disadvantaged groups in Mexico’s workforce through "trade diversion effects". Today's Stocks & Topics: CNQ - Canadian Natural Resources Ltd., Market Wrap, EFX - Equifax Inc., PLTR - Palantir Technologies Inc., How US Tariffs on China Boosted Mexican Exports and Employment, DOC - Healthpeak Properties Inc., ALAB - Astera Labs Inc., Banks, UDMY - Udemy Inc., MRVL - Marvell Technology Inc., DKS - Dick's Sporting Goods Inc., Nuclear Power.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
With AI and cloud data centers rapidly outpacing the capacity of traditional power grids, alternative solutions-—where data centers generate electricity on-site from natural gas-—are emerging as a fast, reliable, and cost-effective way to meet soaring energy demands. Today's Stocks & Topics: PSIX - Power Solutions International Inc., Market Wrap, CCJ - Cameco Corp., How Natural Gas Is Powering the AI Data Center Boom, Fractional Shares, GIS - General Mills Inc., Gold, LULU - lululemon athletica inc., Selling XHB - SPDR S&P Homebuilders ETF to buy a Vanguard Coinbase ETF.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The Strait of Hormuz is a vital maritime choke point through which about 20% of the world’s oil and a significant share of liquefied natural gas are shipped daily. Today's Stocks & Topics: EMN - Eastman Chemical Co., How Much Physical Precious Metals Justin Owns?, Why the Strait of Hormuz Remains a Critical Lifeline for the Global Economy, DOW - Dow Inc., BIIB - Biogen Inc., The Labor Market, Difference from a 403b and regular 401k, BCS - Barclays PLC ADR, FINV - FinVolution Group ADR, The Dollar.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The property market is set to be revolutionized with "tokenized real estate" because it will enable fractional ownership, increased liquidity, and open up new investment opportunities. Today's Stocks & Topics: MRK - Merck & Co. Inc., Market Wrap, FM - First Quantum Minerals Ltd., Using Ratios to Determine If a Stock Is Overvalued or Undervalued, UBER - Uber Technologies Inc., VDE - Vanguard Energy ETF, US Exchanges and Chinese Stocks, UNM - Unum Group, DECK - Deckers Outdoor Corp., CROX - Crocs Inc., LYV - Live Nation Entertainment Inc., COP - ConocoPhillips, HMY - Harmony Gold Mining Co. Ltd. ADR.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Savvy investors can use key financial ratios to quickly assess whether a stock is overvalued or undervalued-- relative to industry peers and its intrinsic value. Today's Stocks & Topics: PM - Philip Morris International Inc., Market Wrap, ARM - Arm Holdings PLC ADR, Using Ratios to Determine If a Stock Is Overvalued or Undervalued, KO - Coca-Cola Co., Panic Sell, Tariffs on China Can Affect Vietnam, Oil Stocks, Investing for Kids Future, Roth I-R-A, Economic Indicators, How Many Stocks in a Portfolio, IPOs Prices, Young Investor.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Investing Options, Investing Apps, Dentists and Equity Firms, Dollar Cost Averaging, Trading Earnings Reports, Investment Portfolio Percentage, Politicians Stock Trades, CDs & Taxes, Cash-Out Refinancing, Measure the Health of a Dividend, Cash into The Market, How to Begin Investing at 18?, Gold and Silver, Where to Invest After 70, Education Plans, Emerging Market, Price Support.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Growing anxiety among retirees over potential Social Security cuts and economic instability is prompting many to scale back spending and reconsider their retirement plans as policymakers debate the program’s future. Today's Stocks & Topics: PRI - Primerica Inc., Market Wrap, IOT - Samsara Inc., APA - APA Corp., Retirees Fear for the Future of Social Security Amid Policy and Economic Uncertainty, T - AT&T Inc., GOOG - Alphabet Inc. Cl C, Retail Investors, Retirement Saving Plans, CFFN - Capitol Federal Financial Inc., 401k Rollover, Stablecoins.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Amid heightened volatility from tariffs, labor market shifts, and fiscal policy changes, investors who want to manage economic challenges are encouraged to focus on diversification and adaptability. Today's Stocks & Topics: AEP - American Electric Power Co. Inc., Market Wrap, AZO - AutoZone Inc., Mid-Year Stock Market Outlook, NANC - Unusual Whales Subversive Democratic Trading ETF, GOP - Unusual Whales Subversive Republican Trading ETF, PAC - Grupo Aeroportuario del Pacifico S.A.B. de C.V. ADR, The Fed and Interest Rates, VST - Vistra Corp., XLU - Utilities Select Sector SPDR ETF, Ocean Shipping Rates.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
There is the potential for deterring foreign companies from investment in the U.S. due to a provision in Trump’s tax bill that could impose steep new taxes on foreign investors. Today's Stocks & Topics: MTZ - MasTec Inc., MU - Micron Technology Inc., Market Wrap, Trump's Tax Bill Could Raise Taxes on Foreign Companies, NEE - NextEra Energy Inc., NUE - Nucor Corp., LMT - Lockheed Martin Corp., SUN - Sunoco L.P., I-R-A Rollover, Rising tensions in the Middle East, ASIX – Advan Six Inc., CHWY - Chewy Inc. Cl A, Unemployment Rate For New Grads.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Investors are increasingly looking to Latin America for attractive yields and diversification because the region’s strong currencies and unique economic narratives present new opportunities outside the U.S. market.Today's Stocks & Topics: USB - U.S. Bancorp, Market Wrap, TSM - Taiwan Semiconductor Manufacturing Co. Ltd. ADR, Investors Eye Latin America for Wall Street Diversification, XOM - Exxon Mobil Corp., Manufacturing, MCD - McDonald's Corp., KPP Newsletter, UPS - United Parcel Service Inc. Cl B, Private Credit Funds.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
There are increasing expectations of resilient earnings growth and a supportive economic backdrop, so major Wall Street strategists are upgrading their stock market outlooks. Today's Stocks & Topics: ESEA - Euroseas Ltd, Market Wrap, Growth to Value Trade, The Bull Case for Stocks Is Growing on Wall Street, PEP - PepsiCo Inc., FNDF - Schwab Fundamental International Equity ETF, Ted Cruz On Eliminate Interest On Bank Reserves, ECO - Okeanis Eco Tankers Corp., RICK - RCI Hospitality Holdings Inc., Gold Alternatives: Silver and Platinum.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Tariffs pose the most significant threat to consumer cyclical and basic materials sectors—such as retail, vehicles, chemicals, and metals, while sectors like consumer defensive, utilities, and healthcare are expected to weather the impact with limited damage. Today's Stocks & Topics: CEG - Constellation Energy Corp., RIO - Rio Tinto PLC ADR, Market Wrap, AMGN - Amgen Inc., Which US Stock Sectors Face the Greatest Risk from Tariffs?, CLX - Clorox Co., GGG - Graco Inc., China Deal, Consumer Sentiment, Health Sector, Oil Prices, CMI - Cummins Inc., Oil Production.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Retirees must decide how much to withdraw annually, whether to purchase long-term-care insurance, and look into the pros and cons of buying an annuity. Today's Stocks & Topics: GIS - General Mills Inc., Market Wrap, APLD - Applied Digital Corp., 3 Tricky Decisions Every Retirement Plan Must Address, TPH - Tri Pointe Homes Inc., Pros and Cons of Buying Annuities, PHM - PulteGroup Inc., SPGI - S&P Global Inc., China and Tariffs, CSL - Carlisle Cos., ITW - Illinois Tool Works Inc., ARE - Alexandria Real Estate Equities Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Tariffs, stricter immigration policies, and a strong dollar have triggered a sharp decline in tourism revenue for the U.S. Today's Stocks & Topics: D - Dominion Energy Inc., Marke Wrap, GWRE - Guidewire Software Inc., NBIS - Nebius Group N.V. Cl A, DOCU - DocuSign Inc., KSA - iShares MSCI Saudi Arabia ETF, Drop in International Tourism Hits U.S. Economy and Local Jobs, Alternative Investments, IRM - Iron Mountain Inc., DOW - Dow Inc., JETS - U.S. Global Jets ETF, Tariffs and the Consumers.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Facing rising prices, many Americans are scaling back or changing their summer travel and leisure plans to save money and avoid financial strain. Today's Stocks & Topics: BRKB - Berkshire Hathaway Inc. Cl B, Market Wrap, CUBE – Cube Smart, EXR - Extra Space Storage Inc., PSA - Public Storage, Current Bond Market, Some Americans Are Shifting their Summer Plans to Avoid Tariff Price Hikes, Preferred Dividend Stocks, IYT - iShares Transportation Average ETF, Inflation Data, ANEB - Anebulo Pharmaceuticals Inc., NKE - Nike Inc. Cl B, URA - Global X Uranium ETF, The US Dollar.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Experts start with advice to carefully compare lenders, and understand the pros and cons of home equity loans and HELOCs before borrowing against their home’s value. Today's Stocks & Topics: JPST - JPMorgan Ultra Short Income ETF, Market Wrap, FLS - Flowserve Corp., What Homeowners Need to Know Before Borrowing Against Home Equity, Investing in Large, Mid or Small Caps, PCTY - Paylocity Holding Corp., Silver, Tariffs and Inflation, VOD - Vodafone Group PLC ADR, AZTA - Azenta Inc., PINS - Pinterest Inc., U.S Economy and Foreign Students.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The aviation industry is projected to achieve record revenues and higher profits in 2025, fueled by lower jet fuel prices and strong passenger demand. Today's Stocks & Topics: OMC - Omnicom Group Inc., Market Wrap, Aviation Takes Off Despite Global Economic Challenges, TER - Teradyne Inc., Roth I-R-A Withdrawals, FLBR - Franklin FTSE Brazil ETF, Good News About 401k, AFG - American Financial Group Inc., AFGC - American Financial Group Inc. 5.125% Sub. Deb. due 2059, WEN - Wendy's Co., Treasuries, AVUV - Avantis U.S. Small-Cap Value ETF. Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
A surge in shoppers using “buy now, pay later” loans for groceries highlights shifting consumer habits and also raises concerns about the growing financial stress facing U.S. households. Today's Stocks & Topics: FZIPX - Fidelity ZERO Extended Market Index Fund, Market Wrap, ISRG - Intuitive Surgical Inc., Groceries Now, Pay Later: Shoppers Turn to Loans for Everyday Essentials, WOLTF - Wolters Kluwer N.V., WTKWY - Wolters Kluwer N.V. ADR, The Dow vs. The S&P 500, A-I Impacting News and Media, CCJ - Cameco Corp., Jamie Dimon on Bitcoin.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Financial experts suggest reviewing your savings rate quarterly and switching accounts once or twice a year to ensure you’re not leaving significant money on the table. Today's Stocks & Topics: ET - Energy Transfer LP, CUBE - CubeSmart, Market Wrap, How Often Should You Switch Savings Accounts for 5% Yields?, BMY - Bristol Myers Squibb Co., AAPL - Apple Inc., Treasure Yields and The Dollar, MP - MP Materials Corp.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As rising inventory and high mortgage rates weigh on the housing market, a growing number of economists expect U.S. home prices to decline this year. Today's Stocks & Topics: AVGO - Broadcom Inc., Market Wrap, REGN - Regeneron Pharmaceuticals Inc., More Economists Now Predict Home Prices Will Drop in 2025, LLY - Eli Lilly & Co., PBF - PBF Energy Inc., NU - Nu Holdings Ltd. Cl A, Current Market Situation, MO - Altria Group Inc., Value Stock, Investing for Kid’s Future, Beautiful Bill: Section 899.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Japan’s government bond yields have surged, sparking fears that investors may unwind carry trades, potentially impacting global financial markets. Today's Stocks & Topics: LECO - Lincoln Electric Holdings Inc., MDT - Medtronic PLC, Market Wrap, Japan Bond Yield Surge Raises Carry Trade Unwind Concerns, Investing in the Country of Morocco, SMH - VanEck Semiconductor ETF, APH - Amphenol Corp. Cl A., The Travel Industry, OKE - ONEOK Inc., CRI - Carter's Inc., KBH - KB Home.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Learn how different types of risks—such as interest rate, market, and inflation risk can impact your portfolio— and why understanding them is crucial for making informed investment choices. Today's Stocks & Topics: DVN - Devon Energy Corp., Market Wrap, CAT - Caterpillar Inc., 3 Measures of Risk That Affect Your Portfolio, Bonds, DG - Dollar General Corp., History of Asian Investors, FLJP - Franklin FTSE Japan ETF, Gold & Silver.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Even with limited savings, you can still retire comfortably by assessing your finances, exploring part-time work or downsizing, maximizing retirement contributions... and more. Today's Stocks & Topics: WMB - Williams Cos., Market Wrap, Relocated Some of My Portfolio from the US to Europe, How to Retire with Little Savings, CIVI - Civitas Resources Inc., Canadian Mutual Funds, Setting a Limit Order, A-I and Your Job, Global Funds, VT - Vanguard Total World Stock ETF, AVGE - Avantis All Equity Markets ETF, AVGV - Avantis All Equity Markets Value ETF, TTC - Toro Co., International Bond Markets.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Investing Options, Investing Apps, Dentists and Equity Firms, Dollar Cost Averaging, Trading Earnings Reports, Investment Portfolio Percentage, Politicians Stock Trades, CDs & Taxes, Cash-Out Refinancing, Measure the Health of a Dividend, Cash into The Market, How to Begin Investing at 18?, Gold and Silver, Where to Invest After 70, Education Plans, Emerging Market, Price Support.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The future of institutional involvement in crypto hinges on developing robust risk management frameworks that provide transparency, accountability, and regulatory clarity, enabling traditional financial institutions to confidently engage with digital assets. Today's Stocks & Topics: SYF - Synchrony Financial, Market Wrap, Institutional Crypto Adoption Depends on Solving Risk Management Challenges, Individual Bond Ratings, PYPL - PayPal Holdings Inc., Investing in a 30-year Treasury, Retailers, CELH - Celsius Holdings Inc., Bond Yields.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
China’s fossil fuel production declined in April, but year-on-year output of natural gas, crude oil, and coal still rose— as the government prioritized supply security despite falling prices. Today's Stocks & Topics: MJ - Amplify Alternative Harvest ETF, Market Wrap, China’s Fossil Fuel Output Retreats from Record Highs Amid Price Slumps, Real Estate Co-Op, FANG - Diamondback Energy Inc., Market Valuations, IBP - Installed Building Products Inc., Price Support, Trump Administration Reverses Course.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Moody’s downgrade of the U.S. credit rating to Aa1 is expected to push up borrowing costs for consumers-impacting mortgage, auto loan, and credit card rates-while highlighting growing fiscal challenges for the nation. Today's Stocks & Topics: FRSH - Freshworks Inc. Cl A, Market Wrap, FRSH - Freshworks Inc. Cl A, DG - Dollar General Corp., Moody’s U.S. Credit Rating Downgrade: What It Means for Your Money, Where to Invest After 70, UNH - UnitedHealth Group Inc., Equity Fund Flows, SRS - ProShares UltraShort Real Estate, RSG - Republic Services Inc., Education Plans, The Privacy and Civil Liberties Oversight Board (PCLOB).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The resumption of federal student loan payments is reducing consumers’ purchasing power, leading to tighter household budgets and potentially dampening economic growth due to lower consumer spending. Today's Stocks & Topics: PDI - PIMCO Dynamic Income Fund, Market Wrap, TEVA - Teva Pharmaceutical Industries Ltd. ADR, UPS - United Parcel Service Inc. Cl B, VRNA - Verona Pharma PLC ADR, Restart of Student Loan Repayments Could Squeeze Consumer Spending and Slow Economic Growth, Credit Card Debt, The Big Beautiful Bill, CTRA - Coterra Energy Inc., NET - Cloudflare Inc. Cl A, Japan, O - Realty Income Corp., The FCC Investigating Several Chinese Companies.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
While many Americans favor real estate and gold as top long-term investments, financial advisors explain why stocks typically offer higher returns and greater diversification. Today's Stocks & Topics: ORI - Old Republic International Corp., Market Wrap, Why Real Estate and Gold Aren’t Always the Best Long-Term Investments, ASPI - ASP Isotopes Inc., O - Realty Income Corp., Minerals and Modern Warfare, The Crypto Market, IBIT - iShares Bitcoin Trust ETF, ALG - Alamo Group Inc., BA - Boeing Co., Banks’ Leverage.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The bond market continues to drive market sentiment, raising concerns about inflation expectations, risk premiums, and potential headwinds for equities despite recent gains. Today's Stocks & Topics: SN – Shark Ninja Inc., Market Wrap, NRG - NRG Energy Inc., VIOO - Vanguard S&P Small-Cap 600 ETF, VBR - Vanguard Small-Cap Value ETF, Bond Market’s Power Grows as Rising Rates Loom, RBLX - Roblox Corp., Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Debt, Portfolio Management, UNH - UnitedHealth Group Inc., AHOG - Koninklijke Ahold Delhaize N.V., GPK - Graphic Packaging Holding Co., Consumer Sentiment.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Stocks with Two Symbols, Safe Investment, The Thrift Savings Plan (TSP), Roth Conversions, Dividends, Fixed Annuities, Precious Metals Stocks, Bonds, Panic Sell, Tariffs on China Can Affect Vietnam, Oil Stocks, Investing for Kids Future, Roth I-R-A, Economic Indicators, How Many Stocks in a Portfolio, IPOs Prices, Young Investor.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
When investors have shareholder yield data, they can see the 'big picture' and learn a smarter way to spot winning stocks. Today's Stocks & Topics: CPA - Copa Holdings S.A. Cl A, Market Wrap, What is Shareholder Yield?, WM - Waste Management Inc., CZMWY - Carl Zeiss Meditec AG ADR, FNV - Franco-Nevada Corp., AEM - Agnico Eagle Mines Ltd., Wide Volatility on the US Economy, EQIX - Equinix Inc., BROS - Dutch Bros Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The game strategy implemented by legendary investor Buffet has been far more complex than only making great stock picks and collecting insurance premiums. Today's Stocks & Topics: BAC - Bank of America Corp., How Buffett Did It, Market Wrap, LMB - Limbach Holdings Inc., PFE - Pfizer Inc., How to Measure the Health of a Dividend, Cash Flow, UNH - UnitedHealth Group Inc., CAMT - Camtek Ltd., DAC - Danaos Corp., The Dollar & Foreign Investors.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Discover how artificial intelligence can help you master budgeting, investing, credit scores, taxes, and retirement planning-making your financial life simpler and smarter. Today's Stocks & Topics: HP - Helmerich & Payne Inc., SYF - Synchrony Financial, Market Wrap, 6 Ways to Use AI to Improve Your Financial Life, MDT - Medtronic PLC, ASML - ASML Holding N.V., The Trade Deal, Investing in USA, Emerging Market, KO - Coca-Cola Co., Berkshire Hathaway.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As recession fears grow, experts say mortgage rates may not fall as much as in past downturns, and there are several reasons. Today's Stocks & Topics: KHC - Kraft Heinz Co., Market Wrap, Will Mortgage Rates Drop in a Recession, GHM - Graham Corp., GGG - Graco Inc., Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, GWW - W.W. Grainger Inc., Tariffs Impact on The Economy, APPF - AppFolio Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Rising costs and economic uncertainty make financial preparedness more important than ever. Today's Stocks & Topics: JEPQ - J.P. Morgan Nasdaq Equity Premium Income ETF, Market Wrap, AZO - AutoZone Inc., APP - AppLovin Corp., Why Your Emergency Fund Should Be $35,000 in 2025, VEMT - Vanguard USD Emerging Markets Government Bond UCITS ETF, CRWV - CoreWeave Inc. Cl A, Supply Chain, FOUR - Shift4 Payments Inc., CCJ - Cameco Corp., MOD - Modine Manufacturing Co., Corporate Buybacks.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
For starters, stricter immigration policies could significantly disrupt industries like agriculture and construction. Today's Stocks & Topics: OTIS - Otis Worldwide Corp., Market Wrap, HSTM - HealthStream Inc., How Will Declining Immigration Impact the US Economy? TMO - Thermo Fisher Scientific Inc., SYK - Stryker Corp., EXR - Extra Space Storage Inc., Economic Risks on the Horizon, X - United States Steel Corp., SPYD - SPDR Portfolio S&P 500 High Dividend ETF, Retail Investors, DECK - Deckers Outdoor Corp., ADDDF - Adidas AG, Buying Back Shares. Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Since 2018, Americans have wagered nearly $450 billion but there's a dark side with gamblers experiencing increased debt, bankruptcies, and reduced savings. Today's Stocks & Topics: TGT - Target Corp., Oil, Market Wrap, JEPI - JPMorgan Equity Premium Income ETF, IIPR - Innovative Industrial Properties Inc., Social Security, BRY - Berry Corp., How to Begin Investing at 18?, Jobs Report.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Kiplinger is highlighting five key steps for effective estate planning in 2025, including creating a will, managing digital assets, and leveraging current tax exclusions.Today's Stocks & Topics: MCK - McKesson Corp., Market Wrap, XBB - BondBloxx BB-Rated USD High Yield Corporate Bond ETF, 5 Estate Planning Tips for 2025, Cash into the Market, BKNG - Booking Holdings Inc., ISRG - Intuitive Surgical Inc., Gold and Silver, Ford and Trump’s Tariffs, SPYI - NEOS S&P 500 High Income ETF, QQQI - NEOS Nasdaq 100 High Income ETF, QCOM - Qualcomm Inc., SHOP - Shopify Inc., Tariffs on the Film Industry.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
A recent Bankrate survey reveals that the affordability factor has been cited by 65% of expected non-travelers-- and this group may be budgeting for 'staycations'. Today's Stocks & Topics: STRL - Sterling Infrastructure Inc., XYZ - Block Inc., UBER - Uber Technologies Inc., Fewer Than Half of Americans Plan to Travel This Summer, KPP Newsletter, SSNC - SS&C Technologies Holdings Inc., Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, US Equity Funds, Cash-Out Refinancing, KR - Kroger Co., KO - Coca-Cola Co., AMD - Advanced Micro Devices Inc., HSY - Hershey Co., VALE - Vale S.A. ADR, Japan vs. Trade War.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
A new wave of U.S. tariffs is raising costs and creating supply chain uncertainties for data centers and tech giants. Today's Stocks & Topics: VTIP - Vanguard Short-Term Inflation-Protected Securities Index Fund, Market Wrap, HIMS - Hims & Hers Health Inc., CRM - Salesforce Inc., Is AI Revolution Under Threat from Tariffs?, CP - Canadian Pacific Kansas City Ltd., CNI - Canadian National Railway Co., IDXX - IDEXX Laboratories Inc., GDP, KO - Coca-Cola Co., PEP - PepsiCo Inc., Housing Market, UNM - Unum Group, EL - Estee Lauder Cos. Cl A, McDonald’s Financial Numbers.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Supply chain disruptions are resulting as Chinese freight ship arrivals at the busiest U.S. ports have dropped significantly due to the ongoing trade war and tariffs. Today's Stocks & Topics: BTAL - AGF U.S. Market Neutral Anti-Beta Fund, META - Meta Platforms Inc, Market Wrap, LDOS - Leidos Holdings Inc, SN – Shark Ninja Inc., Stock-Bond Correlation, CDs and Taxes, AIT - Applied Industrial Technologies Inc., NVST - Envista Holdings Corp., BBY - Best Buy Co. Inc., KKR and Capital Group Launch Hybrid Funds.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Amazon briefly considered showing tariff-related costs on some product pages but abandoned the idea following criticism from the White House and a direct call from President Trump to Jeff Bezos. Today's Stocks & Topics: SCCO - Southern Copper Corp., Market Wrap, Treasury Inflation-Protected Securities (TIPS), STIP - iShares 0-5 Year TIPS Bond ETF, Amazon Drops Plan to Show Tariff Charges on Product Listings, TMO - Thermo Fisher Scientific Inc., SYK - Stryker Corp., VPU - Vanguard Utilities ETF, FUTY - Fidelity MSCI Utilities Index ETF, Tariffs and Advertising Business, Investment Portfolio Percentage, Gold, SBUX - Starbucks Corp., BJ - BJ's Wholesale Club Holdings Inc. (NYS), Oil Prices.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Choose the best option for your portfolio and financial goals by using the various ways to invest in gold, including mining stocks, gold ETFs, futures, and purchasing physical gold. Today's Stocks & Topics: EWZ - iShares MSCI Brazil ETF, Market Wrap, ODFL - Old Dominion Freight Line Inc., A Simple Guide to Investing in Gold, NEM - Newmont Corp., GOOG - Alphabet Inc. Cl C, Economic Impact of the Tariffs, JEPQ - J.P. Morgan Nasdaq Equity Premium Income ETF, FLJP - Franklin FTSE Japan ETF, Foreign Stocks vs. Domestic Stocks.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Rising stagflation risks are marked by slow economic growth and high inflation; and they can impact your investments, spending, and overall financial planning. Today's Stocks & Topics: TTC - Toro Co., Market Wrap, JEPQ - J.P. Morgan Nasdaq Equity Premium Income ETF, What Does Stagflation Mean for Your Wallet?, Following Politicians Stock Trades, KPP Newsletter, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Value vs. Growth, DLTR - Dollar Tree Inc., DG - Dollar General Corp., Dollar Cost Averaging, ELF - E.L.F. Beauty Inc., Consumer Sentiment.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
A decline in the US dollar can affect prices, investments, and travel costs, making it important to understand how these changes might influence your everyday life. Today's Stocks & Topics: TTD - Trade Desk Inc. Cl A, Market Wrap, OKE - ONEOK Inc., ADBE - Adobe Inc., Why Should You Care If the US Dollar Falls?, AEM - Agnico Eagle Mines Ltd., CME - CME Group Inc. Cl A, The Beige Book, Trading Earnings Reports, TOL - Toll Brothers Inc., MAS - Masco Corp., IBIT - iShares Bitcoin Trust ETF, UNH - UnitedHealth Group Inc., Tariffs Impact on Domestic Production.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
A recent survey explored Americans’ perceptions of the ideal retirement savings amount, and it highlighted the gap between expectations and reality. Today's Stocks & Topics: PRIM - Primoris Services Corp., Market Wrap, SPG - Simon Property Group Inc., CPT - Camden Property Trust, MAA - Mid-America Apartment Communities Inc., NKE - Nike Inc. Cl B, Trade Tensions with China, AGCO - AGCO Corp, Credit Delinquencies, Investing Apps, ERND - iShares USD Ultrashort Bond UCITS ETF, Trump Considering Reducing Tariffs on Chinese Imports.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Generative AI is transforming finance by enhancing budgeting, financial planning, education, literacy games, and debt negotiation simulations. Today's Stocks & Topics: CSCO - Cisco Systems Inc., Market Wrap, Five Essential Applications of Generative AI in Finance, VUCP - Vanguard USD Corporate Bond UCITS ETF, Dentists and Private Equity Firms, Tariffs and China, TDOC - Teladoc Health Inc., ZM - Zoom Communications Inc., AA - Alcoa Corp., What is a Bear Market.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: 401k, How to Analyze ETFs, Rental Properties Insurance, Emerging Markets - Brazil, Cannabis ETFs, China's Deep Seek, Roth 403b vs. Roth I-R-A, Crypto Currency, Inflationary Fiscal Policy, Profits, Long-Term Treasuries, Stocks and Taxes, Emerging Markets - Brazil, Gold, Treasury Inflation Protected Securities (TIPS).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Stocks with Two Symbols, Safe Investment, The Thrift Savings Plan (TSP), Roth Conversions, Dividends, Fixed Annuities, Precious Metals Stocks, Bonds, Panic Sell, Tariffs on China Can Affect Vietnam, Oil Stocks, Investing for Kids Future, Roth I-R-A, Economic Indicators, How Many Stocks in a Portfolio, IPOs Prices, Young Investor.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Market experts are suggesting that long-term investors could find buying opportunities amidst the uncertainty of President Trump's tariff policies. Today's Stocks & Topics: MU - Micron Technology Inc., Market Wrap, GOOGL - Alphabet Inc. Cl A, PSK - SPDR ICE Preferred Securities ETF, Trump's Unpredictable Tariff Policy Presents Buying Opportunities, LCID - Lucid Group Inc., KPP Newsletter, Private Credit, Investing Options, KKR - KKR & Co. Inc., UDR - UDR Inc., Money Flows.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
There are several factors to consider... like interest rates, your long-term stability, and financial goals. Today's Stocks & Topics: DOCN – Digital Ocean Holdings Inc., Market Wrap, Should You Pay Off Low-Interest Student Loans Before Buying a Home?, Gold, SIEGY - Siemens AG ADR, MSFT - Microsoft Corp., GOOG - Alphabet Inc. Cl C, Demand for Gold in Asia, VST - Vistra Corp., TEM - Tempus AI Inc., Precious Metals Stocks, NVDA - NVIDIA Corp., DOGE Savings.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Key lessons from past recessions and depressions include the role of economic downturns in correcting market imbalances, shaping consumer and business behavior, influencing investment strategies, and driving long-term economic recovery and growth. Today's Stocks & Topics: BOH - Bank of Hawaii Corp., Market Wrap, SMCI - Super Micro Computer Inc., Do Recessions Have a Silver Lining, Stocks with Two Symbols, CASY - Casey's General Stores Inc., Tariffs and Investments, TAP - Molson Coors Beverage Co. Cl B, BABA - Alibaba Group Holding Ltd. ADR, Stock Selloff.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Junk bonds offer higher yields but come with a greater risk of default, making them a complex and potentially lucrative investment option for those willing to accept increased uncertainty. Today's Stocks & Topics: ALB - Albemarle Corp., Market Wrap, AGX - Argan Inc., F - Ford Motor Co., What are Junk Bonds?, GPN - Global Payments Inc., EMN - Eastman Chemical Co., Wealthy Investors Portfolios, Investing for Kids Future, WM - Waste Management Inc., RSG - Republic Services Inc., MCB - Metropolitan Bank Holding Corp., The Job Market.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
It’s important to weigh the pros and cons of converting your tax-deferred retirement savings to a Roth IRA by considering factors like tax implications, financial goals, and long-term benefits. Today's Stocks & Topics: LLY - Eli Lilly & Co., Market Wrap, CVX - Chevron Corp., Should You Convert Your Tax-Deferred Savings to a Roth?, KPP Newsletter, Oil Stocks, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, The Role of the Dollar, Panic Sell, DRD - DRDGOLD Ltd. ADR, IAG - IAMGOLD Corp., VZ - Verizon Communications Inc., T - AT&T Inc., Tariffs and Cars.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
There are several actionable strategies and tools to maximize retirement savings in your 40s and 50s, including catch-up contributions, HSAs, Roth IRA conversions, and leveraging technology. Today's Stocks & Topics: LEG - Leggett & Platt Inc., Market Wrap, Roth I-R-A, PYPL - PayPal Holdings Inc., Supercharge Your Savings in Your 40s and 50s, FANG - Diamondback Energy Inc., Economic Indicators, Tariffs and Bonds, Brazil, Gold, Treasury Inflation Protected Securities (TIPS).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Escalating trade tensions and tariff implementations have caused a significant drop in oil prices, to the point where some U.S. oil producers are finding it challenging to maintain profitability in drilling operations. Today's Stocks & Topics: SD - SandRidge Energy Inc., Market Wrap, MOH - Molina Healthcare Inc., MDT - Medtronic PLC, Trump's Tariff Turmoil Drives Oil Prices, So Low Drilling Isn't Always Profitable, Roth Conversions, O - Realty Income Corp., Tariff Pause, FLEX - Flex Ltd., MYR - GMYR Group Inc., MCO - Moody's Corp., TGT - Target Corp., U.S. Homeowners Wealth.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Markets and President Trump are increasing pressure on the Federal Reserve to implement near-term rate cuts amid escalating tariff turmoil and growing economic uncertainty. Today's Stocks & Topics: OXY - Occidental Petroleum Corp., BAM - Brookfield Asset Management Ltd. Cl A, BN - Brookfield Corp., Mounting Pressure on Fed as Wall Street Bets on Rate Cut, PCLO – Pharma Cielo Ltd., Tariff Consequences, Roth I-R-A, Bonds, IIPR - Innovative Industrial Properties Inc., PLTR - Palantir Technologies Inc., Junk Bond Selloff.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Investors are flocking to safe-haven assets amid market turmoil triggered by recent tariff announcements, and global bond yields have sharply declined. Today's Stocks & Topics: ZM - Zoom Communications Inc., Market Timing, ACN - Accenture PLC Cl A, Tariff Fallout: Bond Yields Plummet as Investors Seek Safety, DELL - Dell Technologies Inc. Cl C, Market Wrap, J - Jacobs Solutions Inc., Swing Trading, PANW - Palo Alto Networks Inc., GDL - GDL Fund, IAU - iShares Gold Trust, Oil Prices.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Hyundai has officially opened its new $7.6 billion electric vehicle plant in Georgia, marking a significant investment in U.S. manufacturing.Today's Stocks & Topics: AMRC - Ameresco Inc. Cl A, DIS - Walt Disney Co., Market Wrap, GFL - GFL Environmental Inc., Tariffs, Hyundai's Georgia EV Plant: A Strategic Bet on Electric and Hybrid Vehicles, WBD - Warner Bros. Discovery Inc. Series A, KPP Newsletter, The Weakening US Dollar, K - Kellanova, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Business Cycles, Uncertainty.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
President Trump's so-called April 2 "Liberation Day" tariffs promise to significantly alter U.S. trade policy with potentially far-reaching impacts on global markets, consumer prices, and economic stability. Today's Stocks & Topics: ZM - Zoom Communications Inc., Market Wrap, MACD Divergence, DVN - Devon Energy Corp., EWW - iShares MSCI Mexico ETF, ATKR - Atkore Inc., Trump's 'Liberation Day' Tariffs: A Global Trade Shift, Market Madness, Dividends, SCCO - Southern Copper Corp., FCX - Freeport-McMoRan Inc., Previous Tariffs, VOYA - Voya Financial Inc., Trump's Tariffs Policy.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Starting a Roth I-R-A, How Long to Hold an Investment, Rollovers, Social Security Withdraw, Dividends, Covered Calls, Options Trading, Moving Averages, Investing Factors, Stock Split, REIT Space, 457 Rollover, Low Contribution Limits, Tariffs, Covered Call Strategy, Foreign Stocks, Gas-Pipeline Producers, How Much Debt a Company Has.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
It is critically important to improve financial knowledge because alarming statistics are revealing there are widespread gaps in budgeting, saving, and credit understanding among U.S. adults. Today's Stocks & Topics: GEV - GE Vernova Inc., Market Wrap, RBC - RBC Bearings Inc., Can We Afford to Ignore Financial Literacy?, FDX - FedEx Corp., RYCEY - Rolls-Royce Holdings, Gold Miners, VYM - Vanguard High Dividend Yield ETF, DOW - Dow Inc., A-I and Different Industries.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Due to heightened economic uncertainty and potential downturns in the global economy, Goldman Sachs has increased its recession odds. Today's Stocks & Topics: NUE - Nucor Corp., Marker Wrap, OPRA - Opera Ltd. ADR, Goldman Sachs Raises Recession Odds, Treasury Bills, GOLD - Barrick Gold Corp., Performance in the First Quarter, LULU - Lululemon Athletica Inc., AXP - American Express Co., Short Term Trend, Nuclear Industry, European Ownership in U.S.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Investors favor the stability of gold ETFs and they are pouring billions into commodities-focused funds like SPDR Gold Shares. Today's Stocks & Topics: BRBR - BellRing Brands Inc., Market Wrap, CLPBF - Coloplast A/S Series B, Investors Flock to Gold ETFs Amid Bitcoin's February Dip, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Market Madness, Investing in a Second Home, NVDA - NVIDIA Corp., VST - Vistra Corp., Consumer Sentiment, KPP Newsletter, CEG - Constellation Energy Corp., I-R-As, Fidelity Stablecoin, T - AT&T Inc., VZ - Verizon Communications Inc., TMUS - T-Mobile US Inc., Are Foreign Investors Returning to China?Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Diversified investment strategies are outperforming traditional U.S. equity-focused approaches, and this highlights a significant shift in Wall Street's investment landscape. Today's Stocks & Topics: WMB - Williams Cos., Market Wrap, Capital One’s CDs, Wall Street's Diversification Strategies Shine in Uncertain Market, NEM - Newmont Corp., Market Madness, MMTRS - Mills Music Trust, ADI - Analog Devices Inc., Oil Industry, GPK - Graphic Packaging Holding Co., FMC - FMC Corp., CTVA - Corteva Inc., Pet Industry.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As tax season unfolds, scammers are exploiting uncertainty and using familiar tactics like fake IRS communications and promises of large refunds to target taxpayers. Today's Stocks & Topics: CPS - Cooper-Standard Holdings Inc., Market Wrap, MYRG - MYR Group Inc., Volkswagen, This Tax Season is A Peak Time for Scams Amid IRS Uncertainty, SEZL - Sezzle Inc, Annuities, Market Madness, CORT - Corcept Therapeutics Inc., The Oil Market, SBSW - Sibanye-Stillwater Ltd. ADR, WELL - Welltower Inc., The Live Music Industry.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Amid ongoing trade tensions with the United States, authorities in China say they will stimulate domestic consumption and reduce reliance on exports.Today's Stocks & Topics: PVH - PVH Corp., Market Wrap, Vanguard Sector ETFs, China Unveils Plan to Boost Domestic Spending and Combat Tariffs, NFLX - Netflix Inc., Market Madness, MMM - 3M Co., Private Sector Debt, Yield Curve, WOOF - Petco Health & Wellness Co. Inc., SNAP Funding.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Stock market analysts are suggesting that, with the U.S. money supply growing at a fast pace, smaller companies could benefit as access to capital improves. Today's Stocks & Topics: OKLO - Oklo Inc., Market Wrap, WBA - Walgreens Boots Alliance Inc., KBH - KB Home, CALF - Pacer US Small Cap Cash Cows ETF, Accelerating US Money Supply Growth: A Sign of Big Changes for the Stock Market?, Market Madness, CGW - Invesco S&P Global Water Index ETF, Bond Maturity, ANGL - VanEck Global Fallen Angel High Yield Bond ETF, Private Equity, O - Realty Income Corp., VICI - VICI Properties Inc., Young People and Roth I-R-As.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
“Recency bias”, is a cognitive error that occurs when investors overemphasize RECENT information, and it can lead to irrational decisions– like panic selling during market downturns or chasing asset bubbles.Today's Stocks & Topics: MOS - Mosaic Co. (NYS), SPY - SPDR S&P 500 ETF Trust (ETF), SPLG - SPDR Portfolio S&P 500 ETF (ETF), questions from our YouTube channel viewers: NKE - Nike Inc. Cl B (NYS), RL - Ralph Lauren Corp. Cl A (NYS), KSPI - Kaspi.kz JSC ADR (NAS); plus Luke's market wrap, plus Luke's Market Madness update, and Luke's talking points: Car biz is difficult-- focus on Tesla, Hedge funds caught off guard.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As Social Security faces funding challenges, some experts argue privatization could offer higher returns, while critics warn that privatization risks undermining the program’s safety and predictability.Today's Stocks & Topics: RIO - Rio Tinto PLC ADR (NYS), ETSY - Etsy Inc. (NAS), AVGO - Broadcom Inc. (NAS), TTI - Tetra Technologies Inc. (NYS); questions from our YouTube channel viewers: RTO - Rentokil Initial PLC ADR (NYS), CNQ - Canadian Natural Resources Ltd. (NYS), JAAA or PAAA ; plus Justin's market wrap, plus Justin's Market Madness update, and Justin's talking points: Trump wants to drill for oil, Amount of $ in the U.S. market.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
It's essential that investors ask the right questions because understanding the true cost of financial advice can be complex.Today's Stocks & Topics: URNM - Sprott Uranium Miners ETF (ETF), IIPR - Innovative Industrial Properties Inc. (NYS), TREX - Trex Co. Inc. (NYS), PHO - Invesco Water Resources ETF (ETF), PIO - Invesco Global Water ETF (ETF); questions from our YouTube channel viewers: GO - Grocery Outlet Holding Corp. (NAS), and Exposure to international markets; plus Justin's market wrap, and Justin's talking points: The BofA global research report, Consumer weakness in some categories.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As diplomatic relations between the US and Russia show signs of improvement, investors are increasingly optimistic about Russian assets, driving gains in the ruble and in stock markets.Today's Stocks & Topics: GIB - CGI Inc. Cl A, Market Wrap, Annuities, HSBC - HSBC Holdings PLC ADR, Potential for Market Correction, MSCI - MSCI Inc., US-Russia Thaw Sparks Investor Optimism in Russian Markets, DAKT - Daktronics Inc., GWW - W.W. Grainger Inc., Is it Better to Know Less About Investing?Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Federal Reserve Chairman Jerome Powell must navigate the dual challenges of persistent inflation and weakening economic confidence. Today's Stocks & Topics: CLH - Clean Harbors Inc., Market Wrap, Fed Faces Stagflation Risks as Inflation and Economic Uncertainty Grow, BWXT - BWX Technologies Inc., Backdoor Roth I-R-As, MEDP - Medpace Holdings Inc., Long Term Equities, ROG.SW - Roche Holding AG, KNSL - Kinsale Capital Group Inc., Is it Healthy Correction?Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Trend Following, Return of Equity and Ret. Of Assets, Quant Investing, Treasuries, Index Funds, Money Market Funds, 401k Withdrawal, Dividend Reinvestment, Short Selling vs. Put Options, Covered Calls, International and Emerging Market, DRIP Stocks, ETFs Analysis, Investment Loss, Roth I-R-A Contributions, Small Caps, Transfer Positions.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Trailing Stops, 529-Plan, Stop Orders, Roth I-R-A Contributions, Tariffs, 403B Plan, Covered Calls, Taking Profits, Inherited I-R-A, Reversion to the Mean, Equity and Retirement, Company's Debt, Roth I-R-A, 401k and META, Bonds, Market Topics, DRIP Stocks.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: 401k, How to Analyze ETFs, Rental Properties Insurance, Emerging Markets - Brazil, Cannabis ETFs, China's DeepSeek, Roth 403b vs. Roth I-R-A, Crypto Currency, Inflationary Fiscal Policy, Profits, Long-Term Treasuries, Stocks and Taxes, Emerging Markets - Brazil, Gold, Treasury Inflation Protected Securities (TIPS).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The potential for a bear market in 2025 is heightened by factors such as ongoing economic uncertainty, the impact of tariffs on global trade, and concerns over inflation and valuation levels in the stock market. Today's Stocks & Topics: MTH - Meritage Homes Corp., Taking a Loss, Market Wrap, MKSI - MKS Instruments Inc., DELL - Dell Technologies Inc. Cl C, LOVE - Lovesac Co., SSTK - Shutterstock Inc., TKO - TKO Group Holdings Inc., GAMB - Gambling.com Group Ltd., Saving for Retirement.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
A new Bankrate survey reveals that a staggering 34% of U.S. adults have experienced financial fraud or scams in the past year, with nearly 2 in 5 losing money as a result. Today's Stocks & Topics: HRI - Herc Holdings Inc., Market Wrap, CVE - Cenovus Energy Inc., LNC - Lincoln National Corp., 1 in 3 Americans Experienced Financial Fraud in the Past Year, Oil & Energy, Tariff War, STLD - Steel Dynamics Inc., EUAD - Select STOXX Europe Aerospace & Defense ETF, Tesla Sales.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
With mortgage rates decreasing for various loan types, potential homebuyers might find more favorable conditions for purchasing and current homeowners should carefully evaluate their circumstances. Today's Stocks & Topics: TTD - Trade Desk Inc. Cl A, CRWD - CrowdStrike Holdings Inc. Cl A, Market Wrap, Mortgage Rates Fall: Should You Buy or Refinance, VZ - Verizon Communications Inc., T - MUST-Mobile US Inc., T - AT&T Inc., Sectors, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, EQT - EQT Corp., 401k as a Rainy-Day Fund, VGK - Vanguard FTSE Europe ETF, GPRK - GeoPark Ltd., Department of Government Efficiency – DOGE.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The inverted yield curve, a key recession indicator, is signaling investors to prepare for a potential economic downturn. Today's Stocks & Topics: MRVL - Marvell Technology Inc., URI - United Rentals Inc., K - Kellanova, CGXU - Capital Group International Focus Equity ETF, AI - C3.ai Inc., Recession Indicator Flashes Warning: Investors Prepare, GRND - Grindr Inc., IESC - IES Holdings Inc., NFLX - Netflix Inc., MSFT - Microsoft Corp., AMZN - Amazon.com Inc., Trade War Impact.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As the EU moves forward with its AI Act and other tech regulations, executives from Google and Meta have criticized the policies. Today's Stocks & Topics: CSCO - Cisco Systems Inc., Market Wrap, Google, Meta Execs Blast Europe Over Strict AI Regulation, DV – Double Verify Holdings Inc., CE - Celanese Corp., CW - Curtiss-Wright Corp., Changing World Order Means to Your Money, SWK - Stanley Black & Decker Inc., Housing.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
U.S. economic growth is fueled by consumer spending with the top 10% of earners contributing to nearly half of those expenditures.  Today's Stocks & Topics: VLO - Valero Energy Corp., Market Wrap, America's Economic Paradox: Wealthy Spending Surge Meets Rising Credit Card Debt, 401k Rollover, BKE - Buckle Inc., PLTR - Palantir Technologies Inc., Economic Analysts: Price Targets, Developed Markets ETFs, PRU - Prudential Financial Inc., Treasury Inflation Protected Securities (TIPS).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The lure of the high-stakes world of pre-IPO investing teases astronomical returns, but there are hidden risks and uncertainties.  Today's Stocks & Topics: FSLR - First Solar Inc., Market Wrap, Annuities, CLX - Clorox Co., Is Pre-IPO Investing Worth the Risk?, EADSY - Airbus SE ADR, BAESF - BAE Systems PLC, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, KPP Newsletter, VRT - Vertiv Holdings LLC, FDP - Fresh Del Monte Produce Inc., Trump and The Stock Market.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
With average monthly expenses in retirement reaching around $5,000, retirees must navigate a delicate balance between enjoying their golden years and ensuring their savings last a lifetime. Today's Stocks & Topics: SCHD - Schwab US Dividend Equity ETF, Market Wrap, BAH - Booz Allen Hamilton Holding Corp., CIVI - Civitas Resources Inc., TSLA - Tesla Inc., 401k Rollover, Average Retiree Spending: Will You Have Enough?, AKAM - Akamai Technologies Inc., AVGO - Broadcom Inc., INTC - Intel Corp., Student Loans, GSEW - Goldman Sachs Equal Weight US Large Cap Equity ETF, RJF - Raymond James Financial Inc., U.S Tariffs Against China, Mexico and Canada.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Investors can choose between two savvy strategies that help mitigate market volatility and potentially boost returns. Today's Stocks & Topics: AOS - A.O. Smith Corp., Market Wrap, CCB - Coastal Financial Corp., Choosing Between Dollar-Cost and Value Averaging, Viewer Comment, AVGE - Avantis All Equity Markets ETF, COWZ - Pacer U.S. Cash Cows 100 ETF, The Bond Market, HII - Huntington Ingalls Industries Inc., SHEL - Shell PLC ADR, OKE - ONEOK Inc., BIGGQ - Big Lots Inc., Egg Prices.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Power demands for artificial intelligence will soar and the big tech giants are exploring hydrogen and nuclear energy solutions. Today's Stocks & Topics: GILD - Gilead Sciences Inc., Market Wrap, SBIT - ProShares UltraShort Bitcoin ETF, Big Tech Embraces Hydrogen and Nuclear Power for AI Data Centers, SII - Sprott Inc., Quantitative Analysis, NVR - NVR Inc., Economic News, Defense Spending, Investing a Million Dollars, BKIE - BNY Mellon International Equity ETF., Best Performing Sectors.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
According to CreditCards.com, a new report indicates that 1 in 5 Americans are engaging in hoarding and "doom spending"——with this behavior driven by anxiety about the future. Today's Stocks & Topics: TEM - Tempus AI Inc., Market Wrap, POWL - Powell Industries Inc., ATKR - Atkore Inc., BALT - Innovator Defined Wealth Shield ETF, 1 in 5 Americans Are Doom Spending, FNV - Franco-Nevada Corp., Short Interest, CMCO - Columbus McKinnon Corp, Value Investing, KVYO - Klaviyo Inc., Quantitative Tightening (QT).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Berkshire Hathaway shareholders will soon get insight into the company's performance and market outlook. Today's Stocks & Topics: PYPL - PayPal Holdings Inc., INSW - International Seaways Inc., WMT - Walmart Inc., Market Wrap, Warren Buffett's 2025 Letter to Shareholders Arrives Soon: Watch This Number, OXY - Occidental Petroleum Corp., CVX - Chevron Corp., ULTA - Ulta Beauty Inc., ZBRA - Zebra Technologies Corp. Cl A, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, VXUS - Vanguard Total International Stock ETF, PLTR - Palantir Technologies Inc., Registered Index Linked Annuity (RILA).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
To avoid financial surprises, it's crucial to understand your health plan's coverage, network, and potential out-of-pocket expenses. Today's Stocks & Topics: TTC - Toro Co., Market Wrap, WPC - W. P. Carey Inc., How to Lower Health Costs in the New Year, GILT - Gilat Satellite Networks Ltd., Senior Living, OHI - Omega Healthcare Investors Inc., Stagflation, BBY - Best Buy Co. Inc., KPGHF - Kelly Partners Group Holdings Ltd., BND - Vanguard Total Bond Market ETF, BNDX - Vanguard Total International Bond ETF, Lumber Tariffs.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
To navigate turbulent economic times, you'll need proactive financial planning and smart investment strategies. Today's Stocks & Topics: AUR - Aurora Innovation Inc., TOL - Toll Brothers Inc., How to Safeguard Your Finances Amid Rapidly Changing Economic Policy, EQH - Equitable Holdings Inc., VST - Vistra Corp., Inflation, ALL - Allstate Corp., CDE - Coeur Mining Inc., Securities and Exchange Commission (SEC) Crackdown.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Baby Boomers are choosing to retain their wealth longer, which is slowing down the anticipated $80 trillion generational wealth transfer. Today's Stocks & Topics: VITL - Vital Farms Inc., MDT - Medtronic PLC, REPX - Riley Exploration Permian Inc., Market Wrap, Great Wealth Transfer Taking Longer Than Expected, JAAA - Janus Henderson AAA CLO ETF, XHB - SPDR S&P Homebuilders ETF, SFM - Sprouts Farmers Market Inc., Volatility, CGBD - Carlyle Secured Lending Inc., F - Ford Motor Co., AES - AES Corp., Gold.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: 401k, How to Analyze ETFs, Rental Properties Insurance, Emerging Markets - Brazil, Cannabis ETFs, China's DeepSeek, Roth 403b vs. Roth I-R-A, Crypto Currency, Inflationary Fiscal Policy, Profits, Long-Term Treasuries, Stocks and Taxes, Emerging Markets - Brazil, Gold, Treasury Inflation Protected Securities (TIPS).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Foreign governments like China and Japan, along with U.S. institutions and individuals, play a critical role in holding America’s $36 trillion debt. Today's Stocks & Topics: DXPE - DXP Enterprises Inc., Purchasing CDs, VTWO - Vanguard Russell 2000 ETF, Market Wrap, FMC - FMC Corp., US Treasuries: Who Owns US Debt?, ECPG - Encore Capital Group Inc., XHB - SPDR S&P Homebuilders ETF, VNQ - Vanguard Real Estate ETF, MU - Micron Technology Inc., ANF - Abercrombie & Fitch Co., Long Term U.S. Treasury Yields.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The U.S. decision to consider a strategic Bitcoin reserve could trigger a global FOMO-driven buying spree by other nations and central banks. Today's Stocks & Topics: RCAT - Red Cat Holdings Inc., Market Wrap, ALSN - Allison Transmission Holdings Inc., This Recent Development Could Be a Game Changer for Bitcoin, Treasury Inflation Protected Securities (TIPS), TT - Trane Technologies PLC, European Stocks, PEP - PepsiCo Inc., EAT - Brinker International Inc., 401k, The Trump Trade.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Financial experts are closely analyzing gold's investment potential, considering its merits as both a short-term trading asset and a long-term wealth preservation strategy in the current economic climate. Today's Stocks & Topics: PLD - Prologis Inc., Market Wrap, AVB - Avalonbay Communities Inc., Gold: Better for Short-Term or Long-Term Investing Now?, POWL - Powell Industries Inc., CRI - Carter's Inc., Inflation, TROW - T. Rowe Price Group Inc., KSCP - Knightscope Inc., GCT - GigaCloud Technology Inc., The Trump Trade.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Trend Following, Return of Equity and Ret. Of Assets, Quant Investing, Treasuries, Index Funds, Money Market Funds, 401k Withdrawal, Dividend Reinvestment, Short Selling vs. Put Options, Covered Calls, International and Emerging Market, DRIP Stocks, ETFs Analysis, Investment Loss, Roth I-R-A Contributions, Small Caps, Transfer Positions.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Individuals are empowered to make smart money decisions when they learn about budgeting, investing, and strategic financial planning. Today's Stocks & Topics: UAA - Under Armour Inc. Cl A, Market Wrap, FNV - Franco-Nevada Corp., PYPL - PayPal Holdings Inc., Financial Literacy: Why Teens Need Money Skills, XLI - Industrial Select Sector SPDR ETF, VIS - Vanguard Industrials ETF, Gold, Sports Betting, NKE - Nike Inc. Cl B, YMAG - YieldMax Magnificent 7 Fund of Option Income ETF, ARDX - Ardelyx Inc., Treasury Secretary Scott Bessent.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
For diversification and the potential of higher returns, a new economic paradigm points to the advantages of adding alternative investments to your portfolio. Today's Stocks & Topics: WOLF - Wolfspeed Inc., Market Warp, SWKS - Skyworks Solutions Inc., ACT - Enact Holdings Inc., ADM - Archer Daniels Midland Co., PLTR - Palantir Technologies Inc., What to Consider Before You Invest in Alternatives, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, AGX - Argan Inc., XLU - Utilities Select Sector SPDR ETF, TBBB - BBB Foods Inc., FLNC - Fluence Energy Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
When choosing an advisor for a secure financial future, there are critical questions you should ask. Today's Stocks & Topics: URBN - Urban Outfitters Inc., Market Wrap, Emerging Markets – Brazil, EWZ - iShares MSCI Brazil ETF, EWZS - iShares MSCI Brazil Small-Cap ETF, 10 Questions to Ask a Financial Advisor, DG - Dollar General Corp., Safe Investment, India, PAX - Patria Investments Ltd., VRT - Vertiv Holdings LLC, CRDO - Credo Technology Group Holding Ltd., LDOS - Leidos Holdings Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Trump's new tariffs threaten to disrupt e-commerce giants like Shein, Temu, and Amazon Haul by eliminating duty-free imports under $800. Today's Stocks & Topics: NNE - Nano Nuclear Energy Inc, OKLO - Oklo Inc., FLR - Fluor Corp., Market Wrap, Shein, Temu, Amazon Haul Face Price Surge as US Closes Loophole, Tariffs on China Can Affect Vietnam?, CE - Celanese Corp., China Reacts To US Trade Tariffs, TNXP - Tonix Pharmaceuticals Holding Corp., ALAR - Alarum Technologies Ltd. ADR, MMM - 3M Co., Stocks and Taxes, Chinese Economy.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Initiating long-term care financial planning begins with creating a comprehensive and balanced strategy. Today's Stocks & Topics: XRP USD, Market Wrap, DELL - Dell Technologies Inc. Cl C, What to Know about Financial Planning for Long Term Care, NUE - Nucor Corp., NE - Noble Corp. PLC, 24 Hour Trading, GNTX - Gentex Corp., FSM - Fortuna Mining Corp., RVMD - Revolution Medicines Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
To reduce reliance on the US dollar and reshape the global financial system, The BRICS nations are advancing discussions on creating a new reserve currency. Today's Stocks & Topics: NVDA - NVIDIA Corp., SCCO - Southern Copper Corp., UPS - United Parcel Service Inc. Cl B, Profits, Market Wrap, How Would a New BRICS Currency Affect the US Dollar?, FIHL - Fidelis Insurance Holdings Ltd., TSCO - Tractor Supply Co., Tariffs, CEG - Constellation Energy Corp., MSFT - Microsoft Corp., Portfolio Diversification.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Rising costs, inflation, and economic uncertainties are causing unprecedented financial stress among high-income Americans. Today's Stocks & Topics: RPRX - Royalty Pharma PLC, Market Wrap, UGI - UGI Corp., Higher Income Americans are Showing Signs of Financial Stress, KP Newsletter, ORCL - Oracle Corp., Lending Growth, EME - EMCOR Group Inc., GHM - Graham Corp., Natural Gas.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As insurance companies increasingly drop coverage for homeowners' associations, potential buyers are deterred, and the market could be destabilized. Today's Stocks & Topics: BCE - BCE Inc., UPS - United Parcel Service Inc. Cl B, WHR - Whirlpool Corp., Market Wrap, Insurers are Dropping HOAs, Threatening the Condo Market, CLS - Celestica Inc., PYPL - PayPal Holdings Inc., The Fed Meeting, Roth 403b vs. Roth I-R-A, AOS - A.O. Smith Corp., Oil Companies and The Electricity Market.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
From borrowing costs and job markets to personal savings and investment opportunities, the Federal Reserve's interest rate decisions profoundly affect nearly every aspect of the economy. Today's Stocks & Topics: PII - Polaris Inc., Market Wrap, RISR – Folio Beyond Alternative Income & Interest Rate Hedge ETF, Fixed Annuities, How the Federal Reserve Impacts Your Money, CNQ - Canadian Natural Resources Ltd., VRT - Vertiv Holdings LLC, Digital Dollar Ban, BCC - Boise Cascade Co., VZ - Verizon Communications Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The Federal Communications Commission has uncovered a sophisticated mortgage lending scheme implemented by scammers who seek payment through unconventional methods.Today's Stocks & Topics: NVDA - NVIDIA Corp., Market Wrap, LVMUY - LVMH Moet Hennessy Louis Vuitton ADR, Mortgage Scam Alert: How Criminals Are Stealing Your Home Equity, IFP - Interfor Corp., Long-Term Treasuries, AIRR - First Trust RBA American Industrial Renaissance ETF, ITRN - Ituran Location & Control Ltd., Cryptocurrency, BRKB - Berkshire Hathaway Inc. Cl B, The Stock Market and Artificial Intelligent.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Taxpayers have multiple avenues to file their tax returns without incurring additional costs, including free online software programs and government-sponsored filing services. Today's Stocks & Topics: IIPR - Innovative Industrial Properties Inc., Market Wrap, CCJ - Cameco Corp., How to File your 2024 Tax Return for Free, VTI - Vanguard Total Stock Market ETF, China's DeepSeek, Immigration and the Economy, EQR - Equity Residential, AIRR - First Trust RBA American Industrial Renaissance ETF, AAPL - Apple Inc., The Fed.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Individuals can protect, and quickly access, their most important financial documents and resources during unexpected emergencies or disasters if they prepare a "financial go bag". Today's Stocks & Topics: ENPH - Enphase Energy Inc., Market Wrap, TTI - Tetra Technologies Inc., CROX - Crocs Inc., What’s a Financial Go Bag and Why Do You Need It?, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, JNJ - Johnson & Johnson, The Thrift Savings Plan (TSP) for Retirement, Equity Risk Premium, BAH - Booz Allen Hamilton Holding Corp., Inflationary Fiscal Policy, Tariffs.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Powerful "AI" tools that enhance decision-making processes and portfolio management are revolutionizing investment strategies.Today's Stocks & Topics: COP - ConocoPhillips, Market Wrap, HWM - Howmet Aerospace Inc., How to Use Artificial Intelligence to Invest, BMY - Bristol Myers Squibb Co., LNN - Lindsay Corp., Insurance Premiums, DAL - Delta Air Lines Inc., EVVTY - Evolution Gaming Group AB ADR, Private Equity.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
New tariffs bring a potential for rising costs on key imports like automotive parts, agricultural products, industrial machinery, electronics, and consumer goods. Today's Stocks & Topics: AXON - Axon Enterprise Inc., Market Wrap, DG - Dollar General Corp., TSCO - Tractor Supply Co., 25% Tariffs: What Will Cost More from Mexico and Canada?, ARLP - Alliance Resource Partners L.P., U.S. Oil and Gas Industry, RGTI - Rigetti Computing Inc., PLBY - PLBY Group Inc., DB - Deutsche Bank AG, Cannabis ETFs, CRWD - CrowdStrike Holdings Inc. Cl A, Private Equity.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Critical errors, such as poor portfolio diversification and inadequate long-term planning strategies, can undermine financial growth. Today's Stocks & Topics: LULU - Lululemon Athletica Inc., Market Wrap, JEPQ - J.P. Morgan Nasdaq Equity Premium Income ETF, JEPI – J.P. Morgan Equity Premium Income ETF., 8 Common Investing Mistakes to Avoid, AAPL - Apple Inc., Crypto Currency, Destroyed Homes by Fires and Mortgages, APH - Amphenol Corp. Cl A, VCTR - Victory Capital Holdings Inc. Cl A, Corporate Debt Insurance.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Trend Following, Return of Equity and Ret. Of Assets, Quant Investing, Treasuries, Index Funds, Money Market Funds, 401k Withdrawal, Dividend Reinvestment, Short Selling vs. Put Options, Covered Calls, International and Emerging Market, DRIP Stocks, ETFs Analysis, Investment Loss, Roth I-R-A Contributions, Small Caps, Transfer Positions.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Depending on loan type, credit score, and financial circumstances, homebuyers can choose from various mortgage options. Today's Stocks & Topics: XOVR – ER Shares Private-Public Crossover ETF, Market Wrap, EMN - Eastman Chemical Co., ZS - Zscaler Inc., How to Analyze ETFs, RSPU - Invesco S&P 500 Equal Weight Utilities ETF, FXU - First Trust Utilities Alpha DEX Fund, U.S. Debt Ceiling, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Hidden Risks From Your Financial Advisor.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Investors can leverage ten distinct Exchange-Traded Fund (ETF) investment strategies to diversify their portfolios, optimize returns, and manage risk across different market conditions. Today's Stocks & Topics: MSTY - YieldMax MSTR Option Income Strategy ETF, Market Wrap, EPRT - Essential Properties Realty Trust Inc., CVNA - Carvana Co. Cl A, 10 ETF Investment Strategies (and How They Work), HEES - H&E Equipment Services Inc., EW - Edwards Lifesciences Corp., Two Major Risks Entering 2025, SCHP - Schwab U.S. TIPs ETF, SPLG - SPDR Portfolio S&P 500 ETF, SBLK - Star Bulk Carriers Corp.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Investors often make critical errors when managing money market accounts, including inefficiently allocating capital to these low-yield financial instruments. Today's Stocks & Topics: NRG - NRG Energy Inc., Market Wrap, EXPI - eXp World Holdings Inc., 5 Common Mistakes with Money Market Accounts, LRCX - Lam Research Corp., VNQ - Vanguard Real Estate ETF, TROW - T. Rowe Price Group Inc., Private Credit, PANW - Palo Alto Networks Inc., GNRC - Generac Holdings Inc., AAON - AAON Inc., Inflation Data and Banks Earnings.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
According to the United Nations, developing countries in particular are vulnerable to economic pressures, the challenges of weak investment, and high debt. Today's Stocks & Topics: SAM - Boston Beer Co. Cl A, Market Wrap, IBP - Installed Building Products Inc., Global Economic Growth Stagnates at 2.8% in 2025, UN Report Warns, Rental Properties Insurance, Mortgage Rates, AMD - Advanced Micro Devices Inc., SPHQ - Invesco S&P 500 Quality ETF, YUM - Yum! Brands Inc, The Bourbon Boom, BF.B - Brown-Forman Corp. Cl BOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Passive income offers a powerful method to supplement earnings and create financial resilience by generating money through alternative sources beyond traditional employment. Today's Stocks & Topics: PAYC - Paycom Software Inc., Market Wrap, MU - Micron Technology Inc., SD - SandRidge Energy Inc., Innovative Strategies to Generate Passive Income and Build Wealth, EXP - Eagle Materials Inc., Investing in ETFs or Stocks, Bond Yields Around the World, REITs Sector, Oil Sanctions Against Russia.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Investors face a crucial decision when choosing between real estate and stocks to grow their wealth. Today's Stocks & Topics: KDP - Keurig Dr Pepper Inc., AMAT - Applied Materials Inc., Real Estate vs. Stocks: Which is the Better Investment?, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, PLTR - Palantir Technologies Inc., NCLH - Norwegian Cruise Line Holdings Ltd., U.S. Labor Report, 529 Plan, SCCO - Southern Copper Corp., Long Term Shares, Bank Regulations.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Despite recent Federal Reserve rate cuts, these accounts still provide yields around 4%, significantly outperforming the average savings rate of 0.43%.Today's Stocks & Topics: ADBE - Adobe Inc., O - Realty Income Corp., HIG - Hartford Financial Services Group Inc., Is a High-Yield Savings Account Still Worth It?, Restricted Stock Units (RSUs), Debt Ceiling, CCJ - Cameco Corp., UEC - Uranium Energy Corp., MRO - Melrose Industries PLC, STAG - STAG Industrial Inc., UFPI - UFP Industries Inc., Creative Destruction.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The energy sector stands at a critical crossroads in 2025, with complex geopolitical and technological dynamics reshaping global energy strategies.Today's Stocks & Topics: HRB - H&R Block Inc., Market Wrap, VAW - Vanguard Materials ETF, UHT - Universal Health Realty Income Trust, Five Trends Shaping Oil, Gas, and Energy in 2025, MSM - MSC Industrial Direct Co., The Fed Meeting, Employee Stock Options, NDSN - Nordson Corp., K - Kellanova, KLG - WK Kellogg Co., ENB - Enbridge Inc., Investors and Trump 2.0.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Anticipated economic shifts, including lower interest rates, changes in government policy, and the potential for rising inflation, will make it crucial to adjust your personal finance strategies. Today's Stocks & Topics: PRCT - PROCEPT BioRobotics Corp., AAP - Advance Auto Parts Inc., Market Wrap, PLTR - Palantir Technologies Inc., Resetting Your Finances for 2025: Strategies for Economic Changes, CDE - Coeur Mining Inc., AMG - Affiliated Managers Group Inc., New ETFs, GOLD - Barrick Gold Corp., CCI - Crown Castle Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Judicious retirement planning should be more nuanced than simply tracking the performance of the S&P 500. Today's Stocks & Topics: AEP - American Electric Power Co. Inc., Market Wrap, OLP - One Liberty Properties Inc., China’s Industrial Overcapacity, LMT - Lockheed Martin Corp., Buying Corporate Bonds, Don’t Compare Your Retirement Investments to the S&P 500, COP - ConocoPhillips, PPG - PPG Industries Inc., BWXT - BWX Technologies Inc., Productivity.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Energy Sector, Bonds vs. Money Market, Stock Valuation, Index-Linked Variable Annuities, Union Business Cycle, Conversion Roth 401k to Roth I-R-A, 401k Rollover, Preferred Stocks, Electric Vehicles and TSLA, Trustable Financial Websites, Investment Criteria, Tax-Loss, Lower Cost Basis, Ordinary vs. Qualified Dividends, Iron Buttlerfly Options, Investing in Treasury Bonds, Enerplus and Chord Energy.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Fixed Index Annuities, Delaware Statutory Trust, 403b Plan Fees, High Yield Savings Account vs. Money Market Fund, Bonds and Treasuries, Transferring Money 401k to IRA, Portfolio Composition and Cyclical Composition, Fully Paid Lending, Earnings Per Share, Credit Card Debt, Charting, Issued Shares, Bonds, Mid and Small Caps, Health Care Investing, The Wash-Sale Rule, Thrift Savings Plan, Where to Invest, Trading Accounts.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Trailing Stops, 529-Plan, Stop Orders, Roth I-R-A Contributions, Tariffs, 403B Plan, Covered Calls, Taking Profits, Inherited I-R-A, Reversion to the Mean, Equity and Retirement, Company's Debt, Roth I-R-A, 401k and META, Bonds, Market Topics, DRIP Stocks.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Trend Following, Return of Equity and Ret. Of Assets, Quant Investing, Treasuries, Index Funds, Money Market Funds, 401k Withdrawal, Dividend Reinvestment, Short Selling vs. Put Options, Covered Calls, International and Emerging Market, DRIP Stocks, ETFs Analysis, Investment Loss, Roth I-R-A Contributions, Small Caps, Transfer Positions.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Finance Books, ADRs vs. Buying Foreign Stocks, Buying in Credit Card Companies, KPP Management of ETFs, Asset Allocation, Annuities, Investing in Other Markets, Taking Profits, Insider Buying, Transferring 401k to a Roth 401k, I-R-A Money, Portfolio Diversification, Balancing a Portfolio, What's Wrong With Edward Jones, 401 and 427 Plans, Dual Direction Funds, Expense Ratios.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Consumers should be cautious, as these cards typically carry extremely high interest rates that can quickly turn savings into substantial debt. Today's Stocks & Topics: DG - Dollar General Corp., Market Wrap, PANW - Palo Alto Networks Inc., Beware of Store Credit Cards: A Hidden Path to Debt Disaster, Investment Loss, T - AT&T Inc., The Stock Market, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, PFE - Pfizer Inc., PDI - PIMCO Dynamic Income Fund, National Gas Industry.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Investors can evaluate potential stock investments by analyzing key metrics like earnings per share, price-to-earnings ratio, and return on equity. Today's Stocks & Topics: FIS - Fidelity National Information Services Inc., Market Wrap, INTC - Intel Corp., 8 Essential Financial Ratios Every Investor Should Know, COST - Costco Wholesale Corp., 401k and Tax Impact, Options Market, OXY - Occidental Petroleum Corp., OKE - ONEOK Inc., UBER - Uber Technologies Inc., JNJ - Johnson & Johnson.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Starting a Roth I-R-A, How Long to Hold an Investment, Rollovers, Social Security Withdraw, Dividends, Covered Calls, Options Trading, Moving Averages, Investing Factors, Stock Split, REIT Space, 457 Rollover, Low Contribution Limits, Tariffs, Covered Call Strategy, Foreign Stocks, Gas-Pipeline Producers, How Much Debt a Company Has.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Trailing Stops, 529-Plan, Stop Orders, Roth I-R-A Contributions, Tariffs, 403B Plan, Covered Calls, Taking Profits, Inherited I-R-A, Reversion to the Mean, Equity and Retirement, Company's Debt, Roth I-R-A, 401k and META, Bonds, Market Topics, DRIP Stocks.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Due to lower anticipated returns on stocks, bonds, and cash, experts are projecting a lower "safe" withdrawal rate. Today's Stocks & Topics: CAVA - CAVA Group Inc., Market Wrap, ET - Energy Transfer LP, ODFL - Old Dominion Freight Line Inc., New Retirees May Need to Rethink the 4% Rule, EQT - EQT Corp., CTRA - Coterra Energy Inc., The Fed, MU - Micron Technology Inc., IIPR - Innovative Industrial Properties Inc., China Chip War, OKLO - Oklo Inc., DORM - Dorman Products Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
China's capital markets experienced a record net outflow of $45.7 billion in November, marking the largest monthly deficit in this category. Today's Stocks & Topics: LDOS - Leidos Holdings Inc., Market Wrap, CVE - Cenovus Energy Inc., TRIP - Tripadvisor Inc., China Sees Record $45.7 Billion Capital Outflow in November, IIPR - Innovative Industrial Properties Inc., Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Housing Cost, CCL - Carnival Corp., Consumer Spending, Short Selling vs. Put Options, 401k Withdrawal.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As the holiday season approaches, there are valuable strategies to help consumers navigate festive spending without breaking the bank. Today's Stocks & Topics: DHR - Danaher Corp., NKE - Nike Inc. Cl B, Market Wrap, MU - Micron Technology Inc., Expert Tips for Saving Money During the Holiday Season, Covered Calls, DOW - Dow Inc., ETFs Analysis, Liquidity Numbers, IONQ - IonQ Inc., OKE - ONEOK Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Investor caution, ahead of the Federal Reserve's coming interest rate decision, is the probable trigger for eight consecutive days of losses in the Dow Jones Industrial Average. Today's Stocks & Topics: MTW - Manitowoc Co., CIVI - Civitas Resources Inc., Oil, Protect Yourself from Identity Theft, DHI - D.R. Horton Inc., KBH - KB Home, DRIP Stocks, HSY - Hershey Co., The Fed and Interest Rates, PRU - Prudential Financial Inc., WSM - Williams-Sonoma Inc., ORI - Old Republic International Corp., Nuclear Energy.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
With identity theft on the rise, it's crucial to take proactive steps to safeguard personal information. Today's Stocks & Topics: AAON - AAON Inc., Market Wrap, Covered Calls, VLTO - Veralto Corp., Protect Yourself from Identity Theft, QCOM - Qualcomm Inc., TJX - TJX Cos., DDS - Dillard's Inc., Sentiment, DVN - Devon Energy Corp., U.S. – China Trade War.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Wall Street strategists anticipate a potentially challenging year ahead for U.S. stocks, with projections suggesting modest returns amid heightened policy uncertainty and elevated market valuations. Today's Stocks & Topics: TGT - Target Corp., Market Wrap, LECO - Lincoln Electric Holdings Inc., LECOLincoln Electric Holdings Inc., The Delicate Balance of U.S. Stocks in 2025, SLB - Schlumberger Ltd., BBWI - Bath & Body Works Inc., Chapman University Economic Forecast, JRS - Nuveen Real Estate Income Fund, TER - Teradyne Inc., VICI - VICI Properties Inc., Trade Policy.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In spite of a strong stock market rally, analysts are cautioning about potential volatility in early 2025.(The so-called "Santa rally" is fueled by positive economic indicators and supportive Federal Reserve policies but there is some concern regarding high valuations and geopolitical risks.) Today's Stocks & Topics: KHC - Kraft Heinz Co., Market Wrap, TSLA - Tesla Inc., ONTO - Onto Innovation Inc., The Santa Rally Gains Traction Amid Positive Economic Signals, Equity and Retirement, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Budget Deficit, REGN - Regeneron Pharmaceuticals Inc., UMC - United Microelectronics Corp. ADR, SPMO - Invesco S&P 500 Momentum ETF, Robotaxis.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Investment suitability is a crucial concept that ensures investments align with an investor's risk tolerance, financial goals, and personal circumstances.(Governed by FINRA Rule 2111, it requires advisors and brokers to recommend investments that are appropriate for their clients' profiles, considering factors such as age, financial situation, and investment objectives.) Today's Stocks & Topics: GBX - Greenbrier Cos. Inc., NSRGY - Nestle S.A. ADR, BJ - BJ's Wholesale Club Holdings Inc., Market Wrap, What is Investment Suitability, MSTR - MicroStrategy Inc., GCT – Giga Cloud Technology Inc., Price Index Numbers, BAC - Bank of America Corp., GBTC - Grayscale Bitcoin Trust ETF, EZBC - Franklin Bitcoin ETF, PHG -Koninklijke Philips N.V. ADR, Merger Between Advertisement Business.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Concerns over the regime change in Syria and its implications for regional stability have prompted a flight to traditional safe-haven assets like gold. Today's Stocks & Topics: BRKB - Berkshire Hathaway Inc. Cl B, Market Wrap, LULU - Lululemon Athletica inc., WTV - WisdomTree U.S. Value Fund, SVOL - Simplify Volatility Premium ETF, Gold Prices Surge Amid Geopolitical Tensions in Syria, VITL - Vital Farms Inc., BITX - 2x Bitcoin Strategy ETF, Money Markets to Stocks, FBTC - Fidelity Wise Origin Bitcoin Fund, WMMVY - Wal-Mart de Mexico S.A.B. de C.V. ADR, ASO - Academy Sports & Outdoors Inc., Tariffs-Deportation and The Housing Industry.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
U.S. financial markets are experiencing unprecedented overvaluation, and as market valuation becomes a target for investment behavior, it loses reliability as an economic health indicator.Today's Stocks & Topics: Stop Orders, Market Wrap, SPGI - S&P Global Inc., PLD - Prologis Inc., Should Central Banks Target Financial Decisions?, Inherited IR-A, RYAN - Ryan Specialty Holdings Inc., VSGX - Vanguard ESG International Stock ETF, Trailing Stops, Timing the Market, WTV - WisdomTree U.S. Value Fund, SCHD - Schwab US Dividend Equity ETF, Trump and the Oil Industry Production.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
For those knowledgeable about real estate, property tax liens might offer a unique investment avenue. Today's Stocks & Topics: DVN - Devon Energy Corp., Market Wrap, Tariffs, Property Tax Liens: A Niche Investment Opportunity, SBLK - Star Bulk Carriers Corp., Taking Profits, PGR - Progressive Corp., Foreign Companies in China, AMD - Advanced Micro Devices Inc., OLED - Universal Display Corp., VEEV - Veeva Systems Inc. Cl A, Europe and a Possible Trade War.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The U.S. will impose an aggressive set of export controls targeting China's semiconductor industry. Today's Stocks & Topics: RING - iShares MSCI Global Gold Miners ETF, Market Wrap, FTNT - Fortinet Inc., Biden's Tech Blockade: Semiconductor Showdown with China, WMT - Walmart Inc., DVN - Devon Energy Corp., Europe’s Defense Budget, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Company's Debt, Artificial Intelligence in Financial Markets, BX - Blackstone Inc., Meme Coins.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Data from the Social Security Administration shows that the number of American retirees choosing to live abroad has surged. Today's Stocks & Topics: AVAV - AeroVironment Inc., Market Wrap, UBER - Uber Technologies Inc., Should You Retire Abroad, 529-Plan, WMT - Walmart Inc., SLP - Simulations Plus Inc., LLY - Eli Lilly & Co., Trump’s Views on Too-Big-to-Fail for Your Bank Account, NVT - nVent Electric PLC, Current Market Topics, EXPE - Expedia Group Inc., Saudi Arabia and Oil Markets.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Trade tensions have created an unpredictable environment, impacting production decisions and investment strategies. Today's Stocks & Topics: T - AT&T Inc., VZ - Verizon Communications Inc., Market Wrap, Small Caps, DIS - Walt Disney Co., CELH - Celsius Holdings Inc., US Manufacturing Continues to Struggle with Tariff Uncertainty, Bonds, RIVN - Rivian Automotive Inc. Cl A, Trade War, 403B Plan, RTX - RTX Corp., LOGI - Logitech International S.A., BLDR - Builders First Source Inc., Buy Now Pay Later.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
U.S. homeowners are sitting on $330,000 in average equity which could be used to strategically leverage enhanced earning potential. Today's Stocks & Topics: GOOGL - Alphabet Inc. Cl A, Roth I-R-A Contributions, UPS - United Parcel Service Inc. Cl B, AEO - American Eagle Outfitters Inc., Market Wrap, How Home Equity Can Boost Your Earnings in 2025, ET - Energy Transfer LP, Transfer 401k and I-R-A to a New Employer, BA - Boeing Co., LRCX - Lam Research Corp., The Dollar, ET - Energy Transfer LP, Copper.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
With 2.8% GDP growth projected for Q3, and optimism surrounding potential economic policies, both investors and everyday Americans have reasons to celebrate this holiday season.Today's Stocks & Topics: NEM - Newmont Corp., Market Wrap, TEX - Terex Corp., FOXA - Fox Corp. Cl A, U.S. Economy Gives Thanks: Wall Street and Main Street Rejoice, Reversion to the Mean, The Consumer, CCJ - Cameco Corp., DNN - Denison Mines Corp., DIS - Walt Disney Co., VFC - VF Corp., Germany.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Steve Peasley field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Asset Allocation and Market Valuation, Bond Exposure, Credit Card Debt, Where to Invest After 70, China's Economy, Bonds and Junk Bonds, Investment Variable Annuities, Closed-End Funds, Fundamental Analysis, Low Risk Investment, Required Distributions, RMDs, Young Investor, Target Price to Sell, Retirement Funds Management.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Starting a Roth I-R-A, How Long to Hold an Investment, Rollovers, Social Security Withdraw, Dividends, Covered Calls, Options Trading, Moving Averages, Investing Factors, Stock Split, REIT Space, 457 Rollover, Low Contribution Limits, Tariffs, Covered Call Strategy, Foreign Stocks, Gas-Pipeline Producers, How Much Debt a Company Has.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
An alarming trend underscores the urgent need for individuals to rethink their retirement strategies and explore additional savings options.Today's Stocks & Topics: KLAC - KLA Corp., Market Wrap, BUD - Anheuser-Busch InBev S.A. ADR, Over Half of U.S. Workers Plan to Rely on Social Security for Retirement, ALSN - Allison Transmission Holdings Inc., TSLA - Tesla Inc., Roth I-R-A, China’s Stimulus Package, DPZ - Domino's Pizza Inc., DELL - Dell Technologies Inc. Cl C, Trump’s Cabinet picks?Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
One methodology offers personalized stock ownership and tax efficiency while the other provides simplicity and cost-effective diversification. Today's Stocks & Topics: KMI - Kinder Morgan Inc., Market Wrap, Money Market Funds, QCOM - Qualcomm Inc., Index Funds, WMT - Walmart Inc., NBIS - Nebius Group N.V. Cl A, CHPT - Charge Point Holdings Inc., BWA - BorgWarner Inc., Small Caps, PCRSX - Principal Large Cap Growth Fund, Trump’s Tariffs.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
With prices for Thanksgiving expenses up by 19%, you'll want practical tips for celebrating affordably. Today's Stocks & Topics: APLE - Apple Hospitality REIT Inc., Market Wrap, XSVM - Invesco S&P Small Cap Value with Momentum ETF, How to Celebrate Thanksgiving Without Overspending, Dividend Reinvestment, LBRT - Liberty Energy Inc., Betting on Inflation, Trend Following, AMLP - Alerian MLP ETF, Corporate Insiders.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The amount of coverage you need depends on various factors, including your annual income, outstanding debts, future expenses, and your family's specific financial obligations. Today's Stocks & Topics: RIO - Rio Tinto PLC ADR, Market Wrap, EXLS - ExlService Holdings Inc., How Much Life Insurance Do You Need?, Key Benchmark Number: Treasury Yields, Gold, Silver, Oil and Gasoline, International and Emerging Market Stocks, CF - CF Industries Holdings Inc., Credit Card Interest Rates, Return of Equity and Return of Assets, WBD - Warner Bros. Discovery Inc. Series A, GEHC - GE HealthCare Technologies Inc., IEP - Icahn Enterprises L.P., Turkey Dinner Cost.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In the U.S., nearly 14% of retirees rely almost entirely on the average Social Security check of $1,920 per month. Today's Stocks & Topics: PLAY - Dave & Buster's Entertainment Inc., Market Wrap, HEI - Heico Corp., ETR - Entergy Corp., Why Millions of Americans Are Financially Unprepared, UNG - United States Natural Gas Fund L.P., CL - Colgate-Palmolive Co., Earnings Season, Quant Investing, WHR - Whirlpool Corp., FRFHF - Fairfax Financial Holdings Ltd., The Holiday Season is Here.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
When dealing with Health Savings Accounts (HSAs), it's important to avoid common pitfalls and consider factors that can help maximize savings. Today's Stocks & Topics: TGT - Target Corp., Market Wrap, CRH - CRH PLC, FMCC - Freddie Mac, ULTA - Ulta Beauty Inc., HSA Costs to Watch Out For!, SOLV - Solventum Corp., Vanguard, CE - Celanese Corp., XOP - SPDR S&P Oil & Gas Exploration & Production ETF, Conflicting Opinions on Inflation.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The debt-to-income ratio has declined slightly because average earnings have increased by 6.2% annually since the pandemic. Today's Stocks & Topics: PSQH - PSQ Holdings Inc. Cl A, Market Wrap, HIMX - Himax Technologies Inc. ADR, META - Meta Platforms Inc., QS – Quantum-Scape Corp. Cl A, MDT - Medtronic PLC, Are Incomes Finally Catching Up to Debt?, COPX - Global X Copper Miners ETF, The Trump Trade, SPNS - Sapiens International Corp. N.V., NKE - Nike Inc. Cl B, The Federal Work Force, Treasuries, TTEK - Tetra Tech Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Retirees will be impacted by significant changes to Required Minimum Distributions (RMDs) in the SECURE 2.0 Act. Today's Stocks & Topics: KKR - KKR & Co. Inc., UBER - Uber Technologies Inc., Market Wrap, New RMD Rules for Retirees in 2024!, DELL - Dell Technologies Inc. Cl C, AAON - AAON Inc, URI - United Rentals Inc., Bitcoin, ALV - Autoliv Inc., TDG - TransDigm Group Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Maximizing retirement contributions and reviewing your investment strategy are just two of five vital tasks you should complete this year. Today's Stocks & Topics: DKNG - DraftKings Inc. Cl A, Market Wrap, ZBRA - Zebra Technologies Corp. Cl A, 5 Essential Financial Moves to Make Before 2024 Ends!, FLIN - Franklin FTSE India ETF, FLMX - Franklin FTSE Mexico ETF, Key Benchmark Number: Treasury Yields, Gold, Silver, Oil and Gasoline, Small Caps, MLI - Mueller Industries Inc., Gas-Pipeline Producers, The Fed and Rates.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Market bulls are expressing concern over Berkshire Hathaway's record $157 billion stockpile of cash. Today's Stocks & Topics: ING - ING Groep N.V. ADR, Market Wrap, DEO - Diageo PLC ADR, Warren Buffett's Cash Stash: Are We Headed for a Market Meltdown?, Investing Factors, SMCI - Super Micro Computer Inc., Copper, FLR - Fluor Corp., GLPI - Gaming & Leisure Properties Inc., ZION - Zions Bancorp N.A., Comments Made by Jerome Powell, Chair of the Federal Reserve of the United States.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As the holiday season approaches, fraudsters are intensifying their tactics in hopes of catching unsuspecting shoppers off guard. Today's Stocks & Topics: JXN - Jackson Financial Inc., CCJ - Cameco Corp., Market Wrap, SCCO - Southern Copper Corp., Beware: Holiday Scams are on the Rise. NVDA - NVIDIA Corp., The Dollar, NOG - Northern Oil & Gas Inc., CHDN - Churchill Downs Inc., RYI - Ryerson Holding Corp., Trump’s Next Treasury Secretary.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Driven by surging bond yields and a strengthening dollar, gold prices dropped 3% following Trump's victory. Today's Stocks & Topics: ABNB - Airbnb Inc. Cl A, Market Wrap, VICI - VICI Properties Inc., Covered Call Strategy, GOLD - Barrick Gold Corp., Why Is Gold Falling After Trump’s Election Win?, SMCI - Super Micro Computer Inc., RTX - RTX Corp., Lilium Applies For Insolvency In Germany, LPLA - LPL Financial Holdings Inc., MRK - Merck & Co. Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
From analyzing comparable sales to estimating construction costs and future income potential, there are techniques that offer powerful insights into real estate valuation. Today's Stocks & Topics: GEV - GE Vernova Inc., Market Wrap, FNMA - Fannie Mae, How to Accurately Value Real Estate: 3 Proven Strategies for Investors, RDDT - Reddit Inc., ONON - On Holding AG, Headlines, TMDX - TransMedics Group Inc., TWLO - Twilio Inc. Cl A, TSLA - Tesla Inc. Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
From analyzing competitive advantages to tracking market trends and monitoring volume patterns, investors can learn to spot the next big winner.Today's Stocks & Topics: WU - Western Union Co., Market Wrap, Economy Numbers, JPM - JPMorgan Chase & Co., Spotting Breakout Stocks: 7 Essential Strategies for Investors, LUMN - Lumen Technologies Inc., FLMX - Franklin FTSE Mexico ETF, FLIN - Franklin FTSE India ETF, Key Benchmark Number: Treasury Yields, Gold, Silver, Oil and Gasoline, Annuities, SMCI - Super Micro Computer Inc., ADM - Archer Daniels Midland Co., Regulation Wish List, Foreign Stocks, The Federal Reserve.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The unexpected surge in Treasury yields is signaling a potential shift in market expectations for future interest rate cuts. Today's Stocks & Topics: USB - U.S. Bancorp, UI - Ubiquiti Inc., Market Wrap, Treasury Yields Skyrocket: Is the Fed's Rate Cut Party Over?, REITs Space, LII - Lennox International Inc., Mortgage Rates, Tariffs, TSCO - Tractor Supply Co., MLI - Mueller Industries Inc., India, Low Contribution Limits.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The automaker's challenges reflect broader issues within the country's industrial sector, signaling potential shifts in Germany's economic landscape. Today's Stocks & Topics: ZIM - ZIM Integrated Shipping Services Ltd., Market Wrap, EMA - Emera Inc., DG - Dollar General Corp., AMAT - Applied Materials Inc., S - SentinelOne Inc., Volkswagen in Crisis: Can Germany's Auto Giant Survive the Shift?, CROX - Crocs Inc., 457 Rollover, The Return of Trumponomics, Trump's Tariffs.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
With seasonal trends and positive economic indicators at play, many experts anticipate continued stock market growth. Today's Stocks & Topics: OKE - ONEOK Inc., Market Wrap, NVT - nVent Electric PLC, MUSA - Murphy USA Inc., HAYW - Hayward Holdings Inc., Wall Street's Hot Streak: Will the Stock Market Keep Soaring?, CCJ - Cameco Corp., The Presidential Election, NEM - Newmont Corp., VRT - Vertiv Holdings LLC, MU - Micron Technology Inc., PANW - Palo Alto Networks Inc., Apartment Buildings and Rents.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Understanding these distinct approaches helps align real estate investments with your financial objectives. Today's Stocks & Topics: FCTE - SMI 3Fourteen Full-Cycle Trend ETF, Market Wrap, SMCI - Super Micro Computer Inc., PLBY - PLBY Group Inc., Flipping Houses vs. Renting: Which Real Estate Investment Strategy is Right for You?, SOFI - SoFi Technologies Inc., SPLV - Invesco S&P 500 Low Volatility ETF, The Trump Trades, AIT - Applied Industrial Technologies Inc., KR - Kroger Co., SFM - Sprouts Farmers Market Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As gold prices fluctuate, it's crucial for investors to be aware of the typical pitfalls in gold investing. Today's Stocks & Topics: CINF - Cincinnati Financial Corp., CVE - Cenovus Energy Inc., Market Wrap, NXPI - NXP Semiconductors N.V., CELH - Celsius Holdings Inc., Common Gold Investing Mistakes to Avoid This November, BUD - Anheuser-Busch InBev S.A. ADR, MNKD - MannKind Corp., Credit Card Networks, Starting a Roth I-R-A, Tech Earnings.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The International Monetary Fund is cautioning that the world's economy is threatened by a low growth, high debt scenario. Today's Stocks & Topics: CAVA - CAVA Group Inc., Market Wrap, PHUN - Phunware Inc., IMF Chief Warns of Global Economic Risks: Low Growth and High Debt Ahead, INGM - Ingram Micro Holding Corp., Home Builders, TEX - Terex Corp., FOUR - Shift4 Payments Inc., LLY - Eli Lilly & Co., META and Microsoft.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
There is a theory which postulates that stocks perform better from October 31st to May 1st—however the investment planning usefulness of that so-called "Halloween strategy" is debatable. Today's Stocks & Topics: SFM - Sprouts Farmers Market Inc., BG - Bunge Global S.A., Market Wrap, What is the Halloween Strategy?, AIFF - Firefly Neuroscience Inc., Stock Splits, Closed-End Funds, MEGI - NYLI CBRE Global Infrastructure Megatrends Term Fund, US Shippers Avoiding East Coast Ports, NXST - Nexstar Media Group Inc. Cl A, NVR - NVR Inc., The Fed.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
With peak earnings season approaching, the industrial sector is poised for significant insights as major companies prepare to report. Today's Stocks & Topics: Moving Averages, SVM - Silvercorp Metals Inc., STLD - Steel Dynamics Inc., Market Wrap, Industrial Sector Spotlight: What to Watch This Earnings Season, UFPI - UFP Industries Inc., Covered Calls, RYLD - Global X Russell 2000 Covered Call ETF, Election Potential Outcome, MU - Micron Technology Inc., XYL - Xylem Inc., Social Security Withdraw, Commercial Real Estate.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Several key factors contribute to persistently high rates, including inflation concerns, Federal Reserve monetary policies, and broader economic uncertainties. Today's Stocks & Topics: CHWY - Chewy Inc. Cl A, IBM - International Business Machines Corp., Market Wrap, ICLR - Icon PLC, RCL - Royal Caribbean Group, Mortgage Rates Were Supposed to Come Down. Instead, They're Rising, IBRX - ImmunityBio Inc., New but Old CEOs, NEM - Newmont Corp., Value Stocks, GGG - Graco Inc., RMBS - Rambus Inc., YORW - York Water Co., Soft Landing and No-Landing.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
An allowance can help children learn about saving, spending, and budgeting, in order to build essential money management skills. Today's Stocks & Topics: BECN - Beacon Roofing Supply Inc., HCA - HCA Healthcare Inc., AVT - Avnet Inc., Market Wrap, How to Set Up an Effective Allowance System for Your Children, Key Benchmark Number: Treasury Yields, Gold, Silver, Oil and Gasoline, Annuities, CIVI - Civitas Resources Inc., CNQ - Canadian Natural Resources Ltd., GPN - Global Payments Inc., Valuations and Interest Rates, JOBY - Joby Aviation Inc., WPM - Wheaton Precious Metals Corp., FNILX - Fidelity ZERO Large Cap Index Fund, SCHD - Schwab US Dividend Equity ETF, Bank Earnings.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The United States is preparing to implement new rules that will limit American investments in artificial intelligence technologies in China.(The motivation is to address national security concerns and maintain a competitive edge in AI development for the U.S.) Today's Stocks & Topics: ENPH - Enphase Energy Inc., Market Wrap, RPM - RPM International Inc., US Set to Restrict AI Investments in China, BKE - Buckle Inc., IAU - iShares Gold Trust, IAUM - iShares Gold Trust Micro, New Labor Market Data, ABX - Barrick Gold Corp., OGN - Organon & Co., Selling Covered Calls, Crash in the Horizon?, TLT - iShares 20+ Year Treasury Bond ETF, EM Funds.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Updating your homeowner’s insurance and managing property taxes are just two things you'll need to do after you've made your final mortgage payment. Today's Stocks & Topics: IRM - Iron Mountain Inc., CCL - Carnival Corp., Market Wrap, TTEK - Tetra Tech Inc., NEM - Newmont Corp., What Happens When You Pay Off Your Mortgage?, Bitcoin, Home Sales Worst Year, NTDOY - Nintendo Co. Ltd. ADR, MMM - 3M Co., Owning Silver and Gold, Gold and The Global Financial System, LEG - Leggett & Platt Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The IRS will increase the standard deduction and make adjustments across various tax rates. Today's Stocks & Topics: COP - ConocoPhillips, Market Wrap, SYNA - Synaptics Inc., Dividend Reinvestment Plan (DRIP), 2025 Tax Brackets: What You Need to Know About the IRS Inflation Adjustments, RIVN - Rivian Automotive Inc. Cl A, ASO - Academy Sports & Outdoors Inc., Maturity Wall on Corporate Credit, Rollover Options, PLNH - Planet 13 Holdings Inc., Dividend Stocks, Cash versus Equity.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Many consumers resent rising costs, and the psychological effects of 'price perception' are real. Today's Stocks & Topics: AAP - Advance Auto Parts Inc., IMMR - Immersion Corp., DIS - Walt Disney Co., NNE - Nano Nuclear Energy Inc., Grocery Prices Are Down Since 2019—So Why the Frustration?, USLM - U.S. Lime & Minerals Inc., Market Wrap, The Wheel Strategy, Self-Employed Retirement Plans, GSK - GSK PLC ADR, COHR - Coherent Corp., ORAN - Orange S.A. CEDEAR.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Failing to diversify your portfolio and overlooking the effects of inflation are two of the nine common investing blunders. Today's Stocks & Topics: MOS - Mosaic Co., Market Wrap, GIB.A - CGI Inc. Cl A, VBR - Vanguard Small-Cap Value ETF, 9 Costly Retirement Investing Mistakes to Avoid, KPP Newsletter, AMZN - Amazon.com Inc., Key Benchmark Number: Treasury Yields, Gold, Silver, Oil and Gasoline, Annuities, Global Inflation, SNOXX - Schwab Treasury Obligations Money Inv., XOM - Exxon Mobil Corp., TXG - 10x Genomics Inc., Soft Landing, ILPT - Industrial Logistics Properties Trust, A-I Chips.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Tesla's recent Cybercab launch has sent ripples through the market, but it looks like Uber emerged as a significant winner. Today's Stocks & Topics: UNP - Union Pacific Corp., DJT - Trump Media & Technology Group Corp., Market Wrap, SWKS - Skyworks Solutions Inc., Did Uber Just Win Big from Tesla's Robotaxi Reveal?, POWL - Powell Industries Inc., The American Economy, If Trump Wins and The Stock Market, NTR - Nutrien Ltd., LAKE - Lakeland Industries Inc., Gold.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
While negotiations over wage increases and working conditions continue, the Boeing workers strike has cost the company, and the U.S. economy, an estimated $5 billion. Today's Stocks & Topics: BABA - Alibaba Group Holding Ltd. ADR, Profits, Saving Bonds, EG - Everest Group Ltd., Market Wrap, Boeing Strike Enters Second Month: $5 Billion Economic Toll and Counting, ALSN - Allison Transmission Holdings Inc., ALB - Albemarle Corp., URA - Global X Uranium ETF, Investment Risk, Price Targets, ALSN - Allison Transmission Holdings Inc., RBLX -Roblox Corp., Interest Rates.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In the smallest increase since 2021, the Social Security Administration has set the 2025 cost-of-living adjustment (COLA) at 2.5%. Today's Stocks & Topics: WDS - Woodside Energy Group Ltd. ADR, Market Wrap, QQQM - Invesco NASDAQ 100 ETF, 2025 Social Security COLA Announced: What Retirees Need to Know, BTG - B2Gold Corp., PBI - Pitney Bowes Inc., China's Stimulus, Rollover I-R-A, BLDR - Builders First Source Inc., Buying a Preferred Stock, VALE - Vale S.A. ADR.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Costco is well-positioned for ongoing success as it is experiencing impressive growth, largely thanks to its booming e-commerce sector and the rising demand for convenience among shoppers. Today's Stocks & Topics: REZ - iShares Residential & Multisector Real Estate ETF, Market Wrap, WMS - Advanced Drainage Systems Inc., SSNC - SS&C Technologies Holdings Inc., SIRI - Sirius XM Holdings Inc., The Surprising Business Driving Costco's Growth in 2024, GILD - Gilead Sciences Inc., BAX - Baxter International Inc., The Fed's Data Dependency, Investing in Industrials, UPST - Upstart Holdings Inc., China, HIFS - Hingham Institution for Savings, SBRA - Sabra Healthcare REIT Inc. Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Severe weather events are increasingly frequent and costly, and they can lead to declines in credit scores, increased debt collection, and mortgage delinquencies. Today's Stocks & Topics: RIO - Rio Tinto PLC ADR, XOM - Exxon Mobil Corp., Energy Diversification, TFII - TFI International Inc., Market Wrap, HIMS - Hims & Hers Health Inc., The Financial Impact of Natural Disasters: What You Need to Know, SAMG - Silvercrest Asset Management Group Inc. Cl A, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Annuities, New Sectors, Retirement Funds, AXS - AXIS Capital Holdings Ltd., Inflation and Social Security.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Robust employment figures for September surpassed expectations and may lead to a more cautious approach from the Fed regarding rate cuts. Today's Stocks & Topics: WCC - Wesco International Inc., Market Wrap, LMT - Lockheed Martin Corp., COIN - Coinbase Global Inc., Strong Jobs Data: What It Means for Interest Rates and the Markets, DMB - BNY Mellon Municipal Bond Infrastructure Fund Inc., NVO - Novo Nordisk A/S ADR, The Catastrophe Bond Market, NANR - SPDR S&P North American Natural Resources ETF, A - Agilent Technologies Inc., JNJ - Johnson & Johnson, CVE - Cenovus Energy Inc., TD Bank Settlement.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Reinvesting RMD proceeds and utilizing tax-efficient investments like ETFs are just two strategies that can help retirees better manage mandatory withdrawals.(Understanding the options can show retirees how to align their financial decisions with their long-term goals and tax planning.) Today's Stocks & Topics: NTES - NetEase Inc. ADR, DIS - Walt Disney Co., SOFI - SoFi Technologies Inc, High Returns, CELH - Celsius Holdings Inc., Market Wrap, Strategies for RMDs: What to Do When You Don't Need the Money, Strategies for RMDs: What to Do When You Don't Need the Money, PRIM - Primoris Services Corp., HSTM - HealthStream Inc., DOJ Sues Google, AZN - AstraZeneca PLC ADR, GL - Globe Life Inc., China.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Strategies such as bundling policies, increasing deductibles, and exploring discounts for safety features or claims-free history can lead to substantial savings. Today's Stocks & Topics: FRO - Frontline PLC, Market Wrap, Required Minimum Distributions (RMDs), How to Save Big on Homeowners Insurance, WFC - Wells Fargo & Co., How to Invest, The Dollar, LEU - Centrus Energy Corp., IIPR - Innovative Industrial Properties Inc., CIVI - Civitas Resources Inc., Federal Deficit.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Understanding deadlines for RMDs, Roth conversions, and charitable giving can help retirees optimize their tax planning. Today's Stocks & Topics: P.E. Ratio Calculation, NAC - Nuveen California Quality Municipal Income Fund, OXY - Occidental Petroleum Corp., VST - Vistra Corp., 5 Critical Year-End Tax Deadlines for Retirees, Railroad Stocks, CTAS - Cintas Corp., Economic Growth, HLX - Helix Energy Solutions Group Inc., Presidential Candidates and the Deficit.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Understanding the benefits and potential drawbacks of HELOCs (Home Equity Lines of Credit) allows homeowners to make informed decisions about leveraging their equity. Today's Stocks & Topics: HACK - Amplify Cybersecurity ETF, Market Wrap, CB - Chubb Ltd., HELOC Pros and Cons: Is It Right for You in 2024?, IBTM - iShares iBonds Dec 2032 Term Treasury ETF, IBGL - iShares EUR Govt Bond 15-30 Year UCITS ETF, KPP Newsletter, Oil Prices, VICSX - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral, SBUX - Starbucks Corp., VHT - Vanguard Health Care ETF, NTNX - Nutanix Inc. Cl A, Mortgage Rates and Interest Rates.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Understanding the potential impact of election results on these stocks can provide valuable insights into their future performance in a politically charged environment. (Each company is strategically positioned in areas likely to be influenced by political outcomes, such as technology regulation and renewable energy policies.) Today's Stocks & Topics: LNC - Lincoln National Corp., CSCO - Cisco Systems Inc., How the 2024 Election Could Impact Nvidia, Snap, and Tesla Stocks, Market Wrap, NVDA - NVIDIA Corp., CSL - Carlisle Cos., CVS - CVS Health Corp., CVNA - Carvana Co. Cl A, KNSL - Kinsale Capital Group Inc., Recessions.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Apple's integration of artificial intelligence features in the iPhone 16 has analysts projecting that this move could add $10 billion in annual services revenue. Today's Stocks & Topics: CHRD - Chord Energy Corp., Market Wrap, ATKR - Atkore Inc., WMB - Williams Cos., Apple's AI Strategy: Economic Implications of iPhone 16 Rollout, MU - Micron Technology Inc., ELS - Equity Lifestyle Properties Inc., Home Prices, OPFI - OppFi Inc., UBER - Uber Technologies Inc., JELD - JELD-WEN Holding Inc., Oil Production.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The latest outlook from the World Economic Forum sees a stabilizing global economy with significant vulnerabilities due to high public debt levels that threaten economic stability. Today's Stocks & Topics: TPC - Tutor Perini Corp., Market Wrap, Transfer Regular I-R-A to Roth I-R-A, NVO - Novo Nordisk A/S ADR, Global Economy 2024: Stabilization Amidst Challenges, COR - Cencora Inc., BRO - Brown & Brown Inc., WTW - Willis Towers Watson PLC, China’s Economy, GOLD - Barrick Gold Corp., CDs, HUM - Humana Inc., MMM - 3M Co.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Finance Books, ADRs vs. Buying Foreign Stocks, Buying in Credit Card Companies, KPP Management of ETFs, Asset Allocation, Annuities, Investing in Other Markets, Taking Profits, Insider Buying, Transferring 401k to a Roth 401k, I-R-A Money, Portfolio Diversification, Balancing a Portfolio, What's Wrong With Edward Jones, 401 and 427 Plans, Dual Direction Funds, Expense Ratios.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Intrinsic value is a fundamental principle in investment analysis. By understanding intrinsic value, investors can better assess whether an asset is overvalued or undervalued, enhancing their ability to make informed decisions in stock valuation and options pricing. Today's Stocks & Topics: CAPR - Capricor Therapeutics Inc., Market Wrap, CRQ - iShares Canadian Fundamental Index ETF, ZVC - BMO MSCI Canada Value Index ETF, Dividends, What is Intrinsic Value?, GNTX - Gentex Corp., Most Bullish Sector in 2025, Silver, SNOW - Snowflake Inc., Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, Annuities, Interest Rates.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Leverage in real estate investing is often misunderstood because it can amplify both gains and losses.(I'll share real-world examples like Vornado and NexPoint.) Today's Stocks & Topics: CAN - CNA Financial Corp., Market Wrap, MCK - McKesson Corp., Understanding Leverage in Real Estate Investing, Bond Funds, RBB - RBB Bancorp, The Bond Market, JD - JD.com Inc. ADR, PIMIX - PIMCO Income Fund Institutional, China’s Economy.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Americans now carry a staggering $1.14 trillion in credit card debt. There are key indicators that can help you understand WHEN you may be overextended. Today's Stocks & Topics: TXT - Textron Inc., Market Wrap, EQIX - Equinix Inc., R - Ryder System Inc., How Much Credit Card Debt is Too Much?, POET - POET Technologies Inc., OMCL - Omnicell Inc., PYPL - PayPal Holdings Inc., FL - Foot Locker Inc., Bonds, SMCI - Super Micro Computer Inc., Shippers Preparing for Potential East Coast Port Strike.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
A partnership between Microsoft and investment powerhouse BlackRock looks to create a $30 billion fund for investing in AI infrastructure. Its goals are to accelerate the development of data centers and energy projects to meet the growing demand for AI computing power. Today's Stocks & Topics: VDE - Vanguard Energy ETF, Market Wrap, KEY - KeyCorp, Microsoft and BlackRock's $30 Billion AI Gambit, KHC - Kraft Heinz Co., QLYS - Qualys Inc., Justice Department vs. VISA, VFH - Vanguard Financials ETF, YY - JOYY Inc. ADR, SBUX - Starbucks Corp., Annuities Sales.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The Federal Reserve's recent decision to cut interest rates has sparked renewed inflation concerns. The potential for increased borrowing and spending might lead to rising prices, complicating efforts to maintain economic stability. Today's Stocks & Topics: AGM - Federal Agricultural Mortgage Corp. Cl C, Market Wrap, UBER - Uber Technologies Inc., The Fed's Rate Cut: Reigniting Inflation Fears?, AVGE - Avantis All Equity Markets ETF, Refinancing Your Mortgages, NXST - Nexstar Media Group Inc. Cl A, PLNT - Planet Fitness Inc. Cl A, ARM - Arm Holdings PLC ADR, GLD - SPDR Gold Shares, Delinquencies in the Office Market.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As AI technology advances, scammers are increasingly using voice cloning to impersonate trusted individuals, leading to a rise in fraudulent activities. Victims are often tricked into sending money or sharing sensitive information.Learn how these scams operate, the warning signs to watch for, and essential tips to safeguard yourself against becoming a victim. Also in this podcast: UNP - Union Pacific Corp. (NYS); STRW - Strawberry Fields REIT Inc. (ASE); FDS - FactSet Research Systems Inc. (NYS); GLD - SPDR Gold Shares (ETF); RIO - Rio Tinto PLC ADR (NYS); CIVI - Civitas Resources Inc. (NYS); also, a listener question on 'moving averages'; plus Luke's MARKET WRAP UP, and his topic talking points: “Where to move money?” and “Nuclear Power Baseline Energy”; and Luke reviewed treasury rates, metal prices, and oil and gas prices. Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In a historic move, the Federal Reserve has cut interest rates for the first time in four years, reducing the benchmark rate by 50 basis points to a range of 4.75% to 5%. This decision aims to ease borrowing costs amid signs of easing inflation and a softening labor market.>> In particular, Justin answers the question: When will the average consumer feel the effects of Fed rate cuts?Also in this podcast: AEP - American Electric Power Co. Inc. (NAS); VRN - Veren Inc. (NYS); SCHW - Charles Schwab Corp. (NYS); VFC - VF Corp. (NYS); VCIT - Vanguard Intermediate-Term Corporate Bond (ETF) vs. VGIT - Vanguard Intermediate-Term Treasury ETF (ETF); PGR - Progressive Corp. (NYS); ELS - Equity Lifestyle Properties Inc. (NYS); also, a listener question on 'value stocks'; plus Justin's MARKET WRAP UP, and his topic talking points: "529 Plans" and "Pig Butchering Scam". (Vulnerable people are losing big money to organized crime.)Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
With over 2,800 facilities in the U.S. alone, data centers have emerged as a billion-dollar real estate investment.(The surge in demand for cloud computing and AI technologies has driven land values up significantly, sometimes increasing tenfold in key locations. As private equity firms take notice, the real estate landscape is rapidly changing, highlighting the critical role of data centers in our digital infrastructure.)Also in this podcast: DIVI - Franklin International Core Dividend Tilt Index ETF (ETF); IIPR - Innovative Industrial Properties Inc. (NYS); PNC - PNC Financial Services Group Inc. (NYS); AAON - AAON Inc. (NAS); CUBI - Customers Bancorp Inc. (NYS); POWL - Powell Industries Inc. (NAS); CVS - CVS Health Corp. (NYS); also, Justin's MARKET WRAP UP, plus his topic talking points: "Fed Cuts Rates" and "Consumer Debt".Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
By incorporating brokerage accounts, health savings accounts (HSAs), and other options, you can enhance tax efficiency and gain more control over your withdrawals.(This approach helps mitigate future tax burdens and provides greater flexibility in managing your retirement funds.)Also in this podcast: NVR - NVR Inc. (NYS); AMPH - Amphastar Pharmaceuticals Inc. (NAS); MU - Micron Technology Inc. (NAS); NXRT - NexPoint Residential Trust Inc. (NYS); FANG - Diamondback Energy Inc. (NAS); HII - Huntington Ingalls Industries Inc. (NYS); and a caller question asking about the best way to set-up a college funding mechanism-- for a newborn; also, Justin's MARKET WRAP UP, plus his topic talking points: "Federal Deficit" and "Mid Cap Stocks".Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In a positive sign for investors, Tesla's return on capital employed (ROCE) has shown significant improvement, climbing to 8.4% over the past five years.(This increase indicates that the company is generating more profit from its investments. As Tesla continues to expand its capital base, understanding these trends could provide valuable insights into its future growth potential.)Also in this podcast: MCHP - Microchip Technology Inc. (NAS); DVN - Devon Energy Corp. (NYS); TEX - Terex Corp. (NYS); STWD - Starwood Property Trust Inc. (NYS); PYPL - PayPal Holdings Inc. (NAS); and a caller question on Options; also, Justin's MARKET WRAP UP, plus his topic talking points: "Efficient Market Hypothesis" and "Fed Meeting-Basis Point Cut?".Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As money market accounts reach a staggering $6.3 trillion, financial experts are warning against holding excessive cash. With the Federal Reserve expected to lower interest rates soon, now may be the time to explore better investment opportunities.Also in this podcast: VOO - Vanguard S&P 500 ETF (ETF); FSS - Federal Signal Corp. (NYS); BRK.B - Berkshire Hathaway Inc. Cl B (NYS); UEC - Uranium Energy Corp. (ASE); MEDP - Medpace Holdings Inc. (NAS); and Luke's MARKET WRAP UP plus his topic talking points: "Thematic ETFs" and "Apple Tech as hearing aids".Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
This significant price shift reflects changes in global supply and demand dynamics, geopolitical tensions, and economic forecastsUnderstanding these trends raises an important question: what potential impact will this have on the global economy and consumer behavior moving forward?Also in this podcast: PSCE - Invesco S&P SmallCap Energy ETF (ETF); CSV - Carriage Services Inc. (NYS); SNSXX - Schwab US Treasury Money Fund;Investor (FUND); RMD - ResMed Inc. (NYS); GNTX - Gentex Corp. (NAS); MU - Micron Technology Inc. (NAS); SNPS - Synopsys Inc. (NAS)D; COWZ - Pacer U.S. Cash Cows 100 ETF (ETF); and Justin's MARKET WRAP UP plus his topic talking points: Corporate investing in China the Biden administration has been tough invoking tariffs on China.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In a rare event that historically signals economic turbulence, the U.S. M2 money supply has experienced its first decline since the Great Depression. This significant drop has implications for the stock market, as past occurrences of similar contractions often preceded major economic downturns.Also in this podcast: CVX - Chevron Corp. (NYS); LULU - lululemon athletica inc. (NAS); AQN - Algonquin Power & Utilities Corp. (NYS); SBUX - Starbucks Corp. (NAS); RTX - RTX Corp. (NYS); KOF - Coca-Cola Femsa S.A.B. de C.V. ADR (NYS); CVCO - Cavco Industries Inc. (NAS); TROW - T. Rowe Price Group Inc. (NAS); plus a question about 'margin investing', Justin's MARKET WRAP UP and his topic talking points: REITs and Market Rotation.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
There are many financial experts who express skepticism regarding radio host Ramsey’s figures, and instead emphasize the importance of understanding the variability of stock market returns when considering investment strategies.Also in this podcast: KRO - Kronos Worldwide Inc. (NYS); DG - Dollar General Corp. (NYS); CHRD - Chord Energy Corp. (NAS); EXPE - Expedia Group Inc. (NAS); AIZ - Assurant Inc. (NYS); WEC - WEC Energy Group Inc. (NYS); plus caller question on "shorting", Luke's topic talking points: AI and the tech sector and Office vacancy rates.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Recent trends indicate that rental prices in the U.S. may be on the decline, with asking prices for "new-lease" rents rising by less than 2% over the past year. This marks a significant slowdown compared to previous years. It comes at a time when many tenants face financial constraints and a surge in new construction offers more options.Also in this podcast: TPH - Tri Pointe Homes Inc. (NYS); KRP - Kimbell Royalty Partners L.P. (NYS); VCSH - Vanguard Short-Term Corporate Bond ETF (ETF); PTY - PIMCO Corporate & Income Opportunity Fund (FUND); CARR - Carrier Global Corp. (NYS); Plus Luke's MARKET WRAP for today 9/9/24; and questions on Google's regulatory issues, Retirement funding levels to live on after retiring; and Luke's bonus topic talking points: The busiest bonds week in 3 years at a time when we had record breaking levels of U.S. debt, and Efficiency in the stock market ... is the market efficient?Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The "September Effect" is a well-known phenomenon in the stock market, characterized by historically poor performance during the month of September. This trend can be attributed to various factors, including seasonal patterns, economic conditions, and the influence of upcoming presidential elections on market behavior. This raises an important question: should investors be concerned about the September Effect and how might it impact their investment strategies?Also in this podcast: MOAT - VanEck Morningstar Wide Moat ETF (ETF); AVGO - Broadcom Inc. (NAS); BAC - Bank of America Corp. (NYS); NXTR - NexPoint Residential Trust Inc. (NYS); FNV - Franco-Nevada Corp. (NYS); ASML - ASML Holding N.V. (NAS); Dividend irrelevance theory; Plus, Justin's talking points: Market performance data and election results, Stakeholder capital; Gold, silver, oil, gasoline prices; plus review of Treasury rates. Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Why Gold Prices Are Soaring As gold prices soar, the demand for fallback money is becoming increasingly evident. With economic uncertainties on the rise, investors are flocking to gold as a safe haven asset. This trend highlights the shifting landscape of finance and what it could mean for the future of investment strategies. Today's Stocks & Topics: AQN - Algonquin Power & Utilities Corp., Market Wrap, Asset Allocation, NVR - NVR Inc., Why Gold Prices Are Soaring, ETFs Only Portfolio, China's GDP, BITO - ProShares Bitcoin Strategy ETF, TGB - Taseko Mines Ltd., Active ETFs, Top 5 Technical Indicators, RICK - RCI Hospitality Holdings Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Green fintech is revolutionizing the financial industry, with the market expected to reach $540 billion by 2029, growing at a CAGR of 22.4%. This growth is driven by the increasing demand for sustainable finance solutions, the integration of blockchain technology, and supportive government regulations. Major financial institutions such as BlackRock, Goldman Sachs, and HSBC are actively investing in this rapidly expanding sector, highlighting its potential to reshape the future of finance. Today's Stocks & Topics: CVCO - Cavco Industries Inc., Market Wrap, HIMS - Hims & Hers Health Inc., Green Fintech Revolution: The $540 Billion Market Reshaping Finance, 529 Plan, CVX - Chevron Corp., Investment-Advisor Security, The Oil Industry, CELH - Celsius Holdings Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Value investing strategies are making a comeback, positioning themselves to outperform growth-oriented approaches that have dominated in recent years. Several key factors are contributing to the potential narrowing of the valuation gap between value and growth stocks, including changing market conditions and shifting investor sentiment. As a result, patient investors employing a 'rope-a-dope' strategy may find themselves rewarded in the evolving market landscape. Today's Stocks & Topics: WSM - Williams-Sonoma Inc., AEHR - Aehr Test Systems, AEP - American Electric Power Co. Inc., Market Wrap, Portfolio Management, Value Investing's Comeback: 4 Reasons It's Set to Outperform Growth, Roth I-R-A Contributions, SCCO - Southern Copper Corp., Thematic ETFs, IBN - ICICI Bank Ltd. ADR, Housing Market, MPW - Medical Properties Trust Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Finance Books, ADRs vs. Buying Foreign Stocks, Buying in Credit Card Companies, KPP Management of ETFs, Asset Allocation, Annuities, Investing in Other Markets, Taking Profits, Insider Buying, Transferring 401k to a Roth 401k, I-R-A Money, Portfolio Diversification, Balancing a Portfolio, What's Wrong With Edward Jones, 401 and 427 Plans, Dual Direction Funds, Expense Ratios.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The yuan carry trade is emerging as a viable strategy for investors, particularly as the yen carry trade faces challenges due to Japan's monetary policy. With China's dovish approach and stable interest rates, traders are finding attractive opportunities in the yuan market. This shift highlights the yuan's potential as a more resilient option in the forex landscape, especially in uncertain economic conditions. Today's Stocks & Topics: DELL - Dell Technologies Inc. Cl C, Market Wrap, BKNG - Booking Holdings Inc., Yuan Carry Trade: A Rising Forex Strategy Amid Yen Weakness, FHLC - Fidelity MSCI Health Care Index ETF, MO - Altria Group Inc., Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, Annuities, Cybersecurity Risk, Dividend vs. Value Investment, International Exposure, ENB - Enbridge Inc., The Rental Market.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The recent rally in utility stocks is challenging traditional market indicators, as artificial intelligence and electrification trends drive unprecedented growth in electricity demand. This shift is transforming utilities from defensive plays to potential growth opportunities, with companies like NextEra Energy and WEC Energy Group positioned to benefit from the surge in power consumption by AI technologies and data centers. The changing dynamics in the utility sector may signal a broader market evolution rather than an economic warning. Today's Stocks & Topics: ULTA - Ulta Beauty Inc., Market Wrap, FOUR - Shift4 Payments Inc., Utility Stocks Surge: AI Revolution Transforms Traditional Market Signals, OKTA - Okta Inc. Cl A, ALAR - Alarum Technologies Ltd. ADR, IYH - iShares U.S. Healthcare ETF, VHT - Vanguard Health Care ETF, Labor Market, BNS - Bank of Nova Scotia, 401k Advisor, China's Economy.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
This week is set to be crucial for Bitcoin and the cryptocurrency market, following a notable price surge influenced by the Federal Reserve's recent decisions. The anticipated earnings report from Nvidia may further impact market trends, underscoring the relationship between technology stocks and digital currencies. Today's Stocks & Topics: ALRM - Alarm.Com Holdings Inc., GEN - Gen Digital Inc., Market Wrap, Bitcoin's Critical Week: Fed-Driven Surge and Nvidia's Influence, 401k to Roth I-R-A Strategy, Ways to Build Your Credit, CX - Cemex S.A.B. de C.V. ADR, TOL - Toll Brothers Inc., Warren Buffet and Berkshire Hathaway, JD - JD.com Inc. ADR.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The upcoming presidential election may significantly influence personal finances and investment strategies, particularly in areas such as taxes, healthcare, and retirement savings. Proposed policy changes could affect tax rates, insurance costs, and retirement account regulations, leading to potential shifts in financial planning. It's important for individuals to consider these factors and maintain a diversified portfolio while focusing on long-term investment goals, as markets typically perform positively over time, regardless of political outcomes. Today's Stocks & Topics: AVGE - Avantis All Equity Markets ETF, Market Wrap, CHE - Chemed Corp., ENLAY - Enel S.p.A. ADR, How the 2024 Presidential Election Could Affect Your Financial Health, MJ - Amplify Alternative Harvest ETF, AQN - Algonquin Power & Utilities Corp., The NFL and Private Equity, MU - Micron Technology Inc., SCHD - Schwab US Dividend Equity ETF, VOO - Vanguard S&P 500 ETF, Libya and Oil Supply, Exxon Forecast.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Trusts serve as powerful tools in estate planning, offering a secure way to protect assets and facilitate smooth wealth transfer to beneficiaries. They provide numerous advantages, including the ability to bypass probate, potentially reduce tax liabilities, and maintain greater control over asset distribution. Understanding the fundamentals of trust planning is essential for anyone seeking to develop a comprehensive estate management strategy, as trusts can be tailored to meet specific financial goals and family circumstances. Today's Stocks & Topics: INTC - Intel Corp., Market Wrap, AXON - Axon Enterprise Inc., Understanding Trusts: Secure Your Wealth and Legacy, Options Trading, OUSM - ALPS O'Shares U.S. Small-Cap Quality Dividend ETF, Dividends, Jerome Powell on Interest Rates, AAP - Advance Auto Parts Inc., Anti-Trust Regulations, TMDX – Trans Medics Group Inc., How Much Debt a Company Has.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The financial industry grapples with the question of who should bear the cost of scam-induced fraud losses: consumers or banks. Authorized push payment (APP) fraud presents unique challenges for fraud detection systems, as victims unwittingly authorize transactions. Financial institutions are implementing advanced technologies and strategies to combat these scams, while regulators explore new policies to protect consumers and hold banks accountable in the evolving digital banking landscape. Today's Stocks & Topics: SNOW - Snowflake Inc., Market Wrap, SWK - Stanley Black & Decker Inc., BROS - Dutch Bros Inc., Fraud Detection: Who Should Cover Scam Losses—Banks or Consumers?, CELH - Celsius Holdings Inc., Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, Annuities, Fossil Fuel, NEM - Newmont Corp., Deglobalization, REPX - Riley Exploration Permian Inc., JXN- Jackson Financial Inc., GD - General Dynamics Corp.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As the Federal Reserve hints at potential rate cuts, now is the time to optimize your mortgage strategy. Learn how to assess your current mortgage rate, determine if refinancing is right for you, and plan for future expenses with cash-out refinancing. Today's Stocks & Topics: IP - International Paper Co, Market Wrap, CF - CF Industries Holdings Inc., Short Interest, 3 Essential Mortgage Moves Before the Fed Cuts Rates, SBUX - Starbucks Corp., CVX - Chevron Corp., Behavior Biases, PHM - PulteGroup Inc., LTC - LTC Properties Inc., AGNC - AGNC Investment Corp., IRM - Iron Mountain Inc., Equities.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
A recent report reveals that 91 US lenders, including major banks like JPMorgan Chase, BNY Mellon, and State Street, are at serious risk of bank runs. Discover the factors contributing to this potential crisis and what it means for the financial industry. Today's Stocks & Topics: CLH - Clean Harbors Inc., Market Wrap, 401 and 427 Plans, Bank Run Alert: 91 US Lenders, Including JPMorgan, at Serious Risk, STNE - StoneCo Ltd. Cl A, Dual Direction Funds, Best Performing Stocks of All Time, Transferring Funds from a 401k to a Roth 401k, NI - NiSource Inc., New Real Estate Industry Rules.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In a shocking data breach, hackers have allegedly stolen 2.9 billion records, including Social Security numbers, from National Public Data. This breach could affect millions across the U.S., U.K., and Canada. Learn how to protect your personal information and what steps you should take immediately to safeguard your identity. Today's Stocks & Topics: GTLB - GitLab Inc. Cl A, Market Wrap, CNH - CNH Industrial N.V., BDT - Bird Construction Inc., Massive Data Breach: 2.9 billion records exposed, RSPU - Invesco S&P 500 Equal Weight Utilities ETF, CXDO - Crexendo Inc., China’s Trading Data Restrictions, PHM - PulteGroup Inc., RICK - RCI Hospitality Holdings Inc., STRL - Sterling Infrastructure Inc., CRWD - CrowdStrike Holdings Inc. Cl A, Equity Flows.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Savings Account, Financial Data on Companies, TSP Investments and Percentages, Options & Capital Gains, 401k, A-I in the Finance Industry, Rollover the 403B to a Roth I-R-A, Brokage Account Security, Second High-Risk Account, Municipal Bonds, 401k Funds, Selling Losses vs. Taxes, Portfolio Reviews, Interest Rates and Homes, Covered Call, Bond Option, Limited Partnership.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
President Biden's proposal aims to cap rent increases at 5% for corporate landlords or risk losing federal tax breaks, impacting over 20 million rental units. The plan addresses concerns about excessive profits by large property owners while balancing tenant protection and housing development incentives. How could these changes reshape the rental market and influence housing affordability across the U.S.? Today's Stocks & Topics: ACIC - American Coastal Insurance Corp., Market Wrap, PRU - Prudential Financial Inc., ABBV - AbbVie Inc., Biden's Rent Control Proposal: What It Means for Landlords and Tenants, FF – Future Fuel Corp., REX - Rex American Resources Corp., Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, Annuities, Consumer Spending, KKR - KKR & Co. Inc., KPP Premium Newsletter, AGX - Argan Inc., AMLP - Alerian MLP ETF, Mortgage Rates.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Energy Sector, Bonds vs. Money Market, Stock Valuation, Index-Linked Variable Annuities, Union Business Cycle, Conversion Roth 401k to Roth I-R-A, 401k Rollover, Preferred Stocks, Electric Vehicles and TSLA, Trustable Financial Websites, Investment Criteria, Tax-Loss, Lower Cost Basis, Ordinary vs. Qualified Dividends, Iron Butterfly Options, Investing in Treasury Bonds, Enerplus and Chord Energy.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Fractional real estate investing allows multiple investors to own shares of a property, making it accessible without the need to purchase an entire property. This investment method provides opportunities for rental income and property appreciation, with legal agreements outlining investor rights and responsibilities. Could fractional real estate be the key to diversifying your investment portfolio while providing access to high-value properties with lower capital requirements? Today's Stocks & Topics: GBX - Greenbrier Cos. Inc., Market Wrap, IBKR - Interactive Brokers Group Inc., How Long to Hold an Investment, NVO - Novo Nordisk A/S ADR, Exploring Fractional Real Estate: A New Investment Opportunity, DIS - Walt Disney Co., PYPL - PayPal Holdings Inc., NKE - Nike Inc. Cl B, Inflation, NXT - Nextracker Inc., Expense Ratios, Hedge Funds vs FCC, MLI - Mueller Industries Inc., A-I and CEOs.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
With the Federal Reserve likely to lower rates starting in September, understanding the impact on financial markets is crucial. Fed rate cuts can influence stocks, bonds, and cash investments, with the reasons behind these cuts often being more significant than the cuts themselves. These changes can affect yields on T-bills, savings accounts, and the broader market, necessitating potential portfolio adjustments to navigate the evolving economic landscape. Today's Stocks & Topics: CM - Canadian Imperial Bank of Commerce, MPWR - Monolithic Power Systems Inc., COST - Costco Wholesale Corp., Market Wrap, How Fed Rate Cuts Impact Stocks, Bonds, and Cash Investments, What's Wrong with Edward Jones, XLV - Health Care Select Sector SPDR ETF, VHT - Vanguard Health Care ETF, ATKR - Atkore Inc., TM - Toyota Motor Corp. ADR, Market Volatility, CAT - Caterpillar Inc., AMAT - Applied Materials Inc., NXPI - NXP Semiconductors N.V., Bonds.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The sunk cost fallacy is a cognitive bias where individuals or businesses continue investing in a project due to past investments, despite current costs outweighing the benefits. This bias often leads to irrational decision-making, influenced by factors such as loss aversion and emotional attachment. Understanding and recognizing the sunk cost fallacy can help improve decision-making by focusing on future costs and benefits rather than irrecoverable past expenses. Today's Stocks & Topics: WHD - Cactus Inc. Cl A, Market Wrap, UBER - Uber Technologies Inc., CIVI - Civitas Resources Inc., Sunk Cost Fallacy: How It Impacts Your Investment Decisions, CSIQ - Canadian Solar Inc., ALV - Autoliv Inc., The VIX, OPEC, INTC - Intel Corp., VOOG - Vanguard S&P 500 Growth ETF, QQQM - Invesco NASDAQ 100 ETF, CVX - Chevron Corp., SBUX - Starbucks Corp., Hedge Funds.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In July, China's export growth slowed to its lowest level in three months, raising concerns about the country's economic momentum. Meanwhile, imports showed solid gains, indicating a potential shift in demand dynamics. What does this mean for the global market and China's economic outlook? Today's Stocks & Topics: STAA - Staar Surgical Co., Finance Books, ABT - Abbott Laboratories, Market Wrap, China's Trade Tides Turn: Exports Hit 3-Month Low as Imports Surge, XOP - SPDR S&P Oil & Gas Exploration & Production ETF, KPP Premium Newsletter, Selling Shares in Private Company, HLLY - Holley Inc., BWA - BorgWarner Inc., Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, Annuities, SOUN - SoundHound AI Inc., Two Speed Economy.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The cybersecurity landscape is evolving rapidly, with companies like CrowdStrike at the forefront. This analysis explores 7 insurance stocks poised to benefit from increased demand in the cyber insurance market, projected to double by 2027. How will these companies, including CrowdStrike, shape the future of cybersecurity and potentially boost your investment portfolio?  Today's Stocks & Topics: ABNB - Airbnb Inc. Cl A, Market Wrap, WRB - W.R. Berkley Corp., PLTR - Palantir Technologies Inc., 7 Insurance Stocks Set to Surge in Demand After CrowdStrike Outage, IWN - iShares Russell 2000 Value ETF, New Retirement Plans Rules, AXP - American Express Co., Portfolio Diversification, KNSL - Kinsale Capital Group Inc., Covered Call ETFs, CVS - CVS Health Corp.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The Great Wealth Transfer is unfolding in surprising ways, significantly affecting millennials and Gen Z. Key trends include delayed inheritances and shifting expectations around wealth distribution. How will these changes impact on your financial planning and future wealth opportunities? Today's Stocks & Topics: IOSP - Innospec Inc., Market Wrap, NXT - Nextracker Inc., IMNN - Imunon Inc., The Great Wealth Transfer: Surprising 2024 Trends and Future Impacts, 401/457 Plans, The Insurance Industry vs. Retirement Savings, LUMN - Lumen Technologies Inc., LSTR - Landstar System Inc., MATX - Matson Inc., AMAT - Applied Materials Inc., Is the US Heading into Recession?Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The global economy is showing unexpected resilience in 2024, challenging predictions of rate cuts by major central banks. This shift raises questions about the future of inflation, growth forecasts, and central bank policies. What does this mean for investors and policymakers?  Today's Stocks & Topics: SYF - Synchrony Financial, Market Wrap, FXY - Invesco CurrencyShares Japanese Yen Trust, 2024 Global Economy: Resilience Challenges Rate Cut Expectations, METC - Ramaco Resources Inc. Cl A, FIX - Comfort Systems USA Inc., Volatility, CCJ - Cameco Corp., SHOP - Shopify Inc. Cl A, TPL - Texas Pacific Land Corp., Hedge Funds.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Understanding how your retirement savings compare to others can provide valuable insights into your financial planning. According to Vanguard's latest data, the average 401(k) balance varies significantly by age, reflecting different stages of career and savings habits. Today's Stocks & Topics: CDW - CDW Corp., Market Wrap, ADX - Adams Diversified Equity Fund Inc., EQT - EQT Corp., 2024 Average 401(k) Balance by Age: Are You Saving Enough?, HCC - Warrior Met Coal Inc., ACMR - ACM Research Inc. Cl A, SOFI - SoFi Technologies Inc., DNN - Denison Mines Corp., Following the Money.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The July jobs report reveals a surprising jump in unemployment to 4.3%, with only 114,000 jobs added, signaling a potential labor market slowdown. This unexpected shift could impact Federal Reserve policy, interest rates, and the overall economic outlook. How might these developments affect your personal finances and investment strategies? Today's Stocks & Topics: WDFC - WD-40 Co, Market Wrap, AIO - Virtus Artificial Intelligence & Technology Opportunities Fund, July Jobs Report: Unemployment Rises to 4.3% Amid Slow Job Growth, ZBRA - Zebra Technologies Corp. Cl A, The Oil Industry, WWW - Wolverine World Wide Inc., FNDF - Schwab Fundamental International Equity ETF, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, Annuities, The Yen.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Understanding how to secure the best home equity line of credit (HELOC) rates is essential for homeowners looking to leverage their equity. Key factors include maintaining a strong credit score, reducing your debt-to-income ratio, and shopping around among lenders. By comparing offers, understanding the terms, and following these tips, borrowers can make informed decisions to obtain favorable interest rates on their HELOCs. Today's Stocks & Topics: SOLV - Solventum Corp., Market Wrap, OKLO - Oklo Inc., 10 Tips for Securing the Best HELOC Rates, KPP Management of ETFs, FTNT - Fortinet Inc., AMZN - Amazon.com Inc., QCOM - Qualcomm Inc., DDOG - Datadog Inc. Cl A, META - Meta Platforms Inc., BA - Boeing Co., TPR - Tapestry Inc., Tesla’s Profit Report.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Fixed Index Annuities, Delaware Statutory Trust, 403b Plan Fees, High Yield Savings Account vs. Money Market Fund, Bonds and Treasuries, Transferring Money 401k to IRA, Portfolio Composition and Cyclical Composition, Fully Paid Lending, Earnings Per Share, Credit Card Debt, Charting, Issued Shares, Bonds, Mid and Small Caps, Health Care Investing, The Wash-Sale Rule, Thrift Savings Plan, Where to Invest, Trading Accounts.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Retirees face significant healthcare expenses, with average annual costs reaching $6,883 per person, driven by Medicare premiums, out-of-pocket expenses, and potential long-term care needs. These costs are influenced by factors such as inflation in healthcare services, increased longevity, and advancements in medical treatments. Understanding these expenses and implementing strategies like Health Savings Accounts (HSAs) and long-term care insurance can help retirees better prepare for and manage healthcare costs in their later years. Today's Stocks & Topics: LVS - Las Vegas Sands Corp., Taking Profits, Market Wrap, OC - Owens Corning, Budgeting for Retirement? Don't Forget Healthcare's Hidden Costs, LUMN - Lumen Technologies Inc., Buying in Credit Card Companies, Gold Prices, WSO - Watsco Inc., SBUX - Starbucks Corp., KHC - Kraft Heinz Co., MCD - McDonald's Corp., Regulation.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Elon Musk proposes a massive $5 billion investment from Tesla into his AI startup xAI, subject to shareholder approval. This bold move could reshape the AI landscape and Tesla's future, as xAI aims to compete with tech giants like Google and OpenAI. Discover the potential implications for Tesla, the AI industry, and Musk's growing tech empire. Today's Stocks & Topics: TTWO - Take-Two Interactive Software Inc., Market Wrap, Interest Rates, Musk's $5 Billion Bet: Tesla to Fund His xAI Startup?, COP - ConocoPhillips, The Yen Carry Trade, SYK - Stryker Corp., TGT - Target Corp., SLB - Schlumberger Ltd., INTC - Intel Corp., Inherited I-R-As Rules.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
High-yield savings accounts and certificates of deposit (CDs) offer different advantages for savers, with varying interest rates, accessibility, and terms. High-yield savings accounts typically provide more flexibility and easier access to funds, while CDs often offer higher interest rates for fixed terms. Understanding these differences can help individuals choose the best option based on their financial goals and liquidity needs. Today's Stocks & Topics: ROKU - Roku Inc. Cl A, Market Wrap, HIG - Hartford Financial Services Group Inc., GM - General Motors Co., "High-Yield Savings vs. CDs: Which is Best for Your Money?", RCL - Royal Caribbean Group, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, PCE and Consumer Spending, Balancing a Portfolio, VRT - Vertiv Holdings LLC, PCAR - Paccar Inc., Insider Buying, OMF – One Main Holdings Inc., BMY - Bristol Myers Squibb Co., Passive Investing.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Warren Buffett recently sold approximately $1.48 billion worth of Bank of America shares, marking his first sale since 2019. Buffett's decision may reflect cash management for succession planning, concerns over rising corporate taxes, and potential dissatisfaction with Bank of America's recent performance amidst significant unrealized losses. What does this mean for investors? Today's Stocks & Topics: HSY - Hershey Co., Market Wrap, CAVA - CAVA Group Inc., I-R-A Money, Warren Buffett Sells $1.48B in BoA: Why Now?, FLTR - VanEck IG Floating Rate ETF, AOS - A.O. Smith Corp., U.S. Economy, S&P 500, TWLO - Twilio Inc. Cl A, Trading and Election News, UPS - United Parcel Service Inc. Cl B, COPX - Global X Copper Miners ETF, GDX - VanEck Gold Miners ETF, UFPI - UFP Industries Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Major AI companies are facing a critical shortage of training data as websites restrict access and high-quality sources become scarce. This emerging crisis is impacting industry leaders like OpenAI and Google, who are exploring solutions such as million-dollar deals with publishers and the generation of synthetic data. The shortage of training data could significantly reshape the AI landscape by 2026, raising questions about the future of AI development and the ethical use of data. Today's Stocks & Topics: UPS - United Parcel Service Inc. Cl B, Market Wrap, APTV - Aptiv PLC, ADRs vs. Buying Foreign Stocks, AI Data Crisis: Tech Giants Scramble for Solutions, TELL - Tellurian Inc., ANF - Abercrombie & Fitch Co., Hottest Job Market in a Generation Is Over, EL - Estee Lauder Cos. Cl A, Asset Allocation, SM - SM Energy Co., Corporate Carbon Credits, Investing in Other Markets, Target Audience: Xbox.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The IRS has issued new guidance on early distributions from retirement plans, providing clarity on exceptions to the 10% additional tax for unforeseeable or emergency personal or family expenses and for survivors of domestic abuse. Understanding the key points of this updated guidance is crucial to ensure it aligns with your retirement goals and minimizes potential penalties. Today's Stocks & Topics: MCD - McDonald's Corp., UNH - UnitedHealth Group Inc., PM - Philip Morris International Inc., Market Wrap, Retirement Plan Changes: What the IRS Update Means for You, AES - AES Corp., Utility Companies, AAPL - Apple Inc., FCC and Crypto Approval, S&P 500, NVDA - NVIDIA Corp., TSM - Taiwan Semiconductor Manufacturing Co. Ltd. ADR, GLD - SPDR Gold Shares, CELH - Celsius Holdings Inc., VVV - Valvoline Inc., GM - General Motors Co., Companies and Politics.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
CrowdStrike shares tumbled 13% following a global cyber outage caused by a glitchy software update. The incident affected 8.5 million Windows devices worldwide, disrupting various industries and raising concerns about the company's reputation and future contracts. As CrowdStrike faces potential challenges, rival Sentinel One sees a surge in stock value, signaling a potential shift in the cybersecurity landscape. Today's Stocks & Topics: SBSW - Sibanye-Stillwater Ltd. ADR, Investing Funds, CVE - Cenovus Energy Inc., Market Wrap, OVV - Ovintiv Inc., CrowdStrike Stock Plummets 13% After Massive IT Outage, ANGPY - Anglo American Platinum Ltd. ADR, WM - Waste Management Inc., FSM - Fortuna Mining Corp., SGOV - iShares 0-3 Month Treasury Bond ETF, China, CRWD - CrowdStrike Holdings Inc. Cl A, OPRA - Opera Ltd. ADR, OPRA - Opera Ltd. ADR.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In times of economic uncertainty, it's easy to fall into a scarcity mindset, where fear and worry about money can negatively impact your financial well-being. However, by shifting your mindset and adopting practical strategies, you can build financial resilience and weather any economic storm. Today's Stocks & Topics: FAST - Fastenal Co., DPZ - Domino's Pizza Inc., Market Wrap, Traveling Investor, CRWD - CrowdStrike Holdings Inc. Cl A, Is a Scarcity Mindset Holding You Back Financially?, KBR - KBR Inc., Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, Global Tech Outage, EXK - Endeavour Silver Corp., IBP - Installed Building Products Inc., WMS - Advanced Drainage Systems Inc., SPH - Suburban Propane Partners L.P., Small Caps.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
A major shift in the stock market is unfolding as small-cap stocks surge while the "Magnificent Seven" tech giants face a significant selloff. How will the recent market shakeup, triggered by cooler inflation data, affect your investment strategy? Today's Stocks & Topics: ULS - UL Solutions Inc., Market Wrap, AGPPF - Anglo American Platinum Ltd., NOW - ServiceNow Inc., Market Rotation: Small-Caps Surge, Tech Giants Tumble, ACGL - Arch Capital Group Ltd., AIT - Applied Industrial Technologies Inc., GIS - General Mills Inc., Trailing Stop-Loss, OXY - Occidental Petroleum Corp., Remodeling Activity.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
A new Goldman Sachs report questions the massive AI spending with little to show for it, suggesting the AI bubble may be deflating. Tech giants are backing away from AI investments, while companies struggle to find practical applications. Is this the beginning of the end for the AI hype, or just a temporary setback in the industry's evolution?ALSO in this podcast: CRGY - Crescent Energy Co. (NYS), VICI - VICI Properties Inc. (NYS), CCJ - Cameco Corp. (NYS), PPLT - abrdn Physical Platinum Shares ETF (ETF), BTI - British American Tobacco PLC ADR (NYS), AAPL - Apple Inc. (NAS), ; plus Justin's market wrap, questions on Indexing, Market Sentiment-Call Options, Retail Spending by category.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Diversifying your retirement savings across pre-tax, post-tax Roth, and taxable accounts can provide flexibility to manage your tax liability in retirement. Understanding the unique benefits and drawbacks of each account type is key to optimizing your adjusted gross income and navigating evolving tax laws.ALSO in this podcast: MOH - Molina Healthcare Inc. (NYS), BMY - Bristol Myers Squibb Co. (NYS), ULTA - Ulta Beauty Inc. (NAS), MU - Micron Technology Inc. (NAS), FSTA - Fidelity MSCI Consumer Staples Index ETF (ETF), SBUX - Starbucks Corp. (NAS), SSNC - SS&C Technologies Holdings Inc. (NAS), DFFVX - DFA US Targeted Value Portfolio; Institutional (FUND); plus Decliner birth rates and impact on investors, strike price for call options, U.S. fiscal outlook and the deficit, IMF comments from Luke, possible private offerings for ETFs (BlackRock).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The Federal Reserve is considering a rule change that could save the biggest US banks billions in capital requirements by adjusting the Global Systemically Important Bank (GSIB) surcharge.ALSO in this podcast: MDT - Medtronic PLC (NYS), LW - Lamb Weston Holdings Inc. (NYS), MEDP - Medpace Holdings Inc. (NAS), URI - United Rentals Inc. (NYS), RSG - Republic Services Inc. (NYS);PLUS-- Recognized Dividends, Transferring cash to a Roth IRA; and Justin's talking points: Trend of investing in 'precious metals' used in EV production and as part the AI play market--examples include lithium and platinum; also, Why evictions are up especially in the U.S. sunbelt cities; and the Chinese economy has been in trouble for a long time.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
There are several effective high interest earning strategies - including high-yield checking accounts, money market funds, CDs, and bonds - for investors to explore. Understanding the benefits and drawbacks of each option can help you make informed decisions to optimize your returns and grow your wealth in the coming year.ALSO in this podcast: BLX - Banco Latinoamericano de Comercio Exterior S.A. Cl E (NYS); LMND - Lemonade Inc. (NYS); APH - Amphenol Corp. Cl A (NYS); CVS - CVS Health Corp. (NYS); FANG - Diamondback Energy Inc. (NAS); TMO - Thermo Fisher Scientific Inc. (NYS); PLUS-- ETFs and inflation, Financial Mismanagement story, Best Sectors to Invest in, Bank Earnings; a preview of the coming KPP Financial Newsletter and a rundown of interest Rates, Precious Metals, Oil Prices, and Gas Prices.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As we navigate the current economic landscape, it's crucial to understand the stark differences in cost of living between states. Factors like housing, groceries, healthcare, and utilities can vary significantly, impacting your overall financial well-being and disposable income. Identifying High Cost of Living (HCOL) versus Lower Cost of Living (LCOL) states can help you make more informed decisions about career moves, retirement planning, and family budgeting. Today's Stocks & Topics: ROKU - Roku Inc. Cl A, MALRY - Mineral Resources Ltd. ADR, FEPI - REX FANG & Innovation Equity Premium Income ETF, Bonds, FWRG - First Watch Restaurant Group Inc., Market Wrap, 2024 Cost of Living: HCOL vs LCOL States, BTE - Baytex Energy Corp., NOC - Northrop Grumman Corp., Presidential Election Odds, Passive Investing.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Nike brought back retired executive Tom Peddie to mend strained relationships with key retailers. This move aims to revitalize wholesale partnerships and distribution channels. Will this strategic decision impact Nike's stock performance and strengthen its position in the competitive athletic wear market? Today's Stocks & Topics: MO - Altria Group Inc., Market Wrap, OPCH - Option Care Health Inc., AMD - Advanced Micro Devices Inc., NVO - Novo Nordisk A/S ADR, PAYC - Paycom Software Inc., Nike’s Ex-Exec Return: Stock Boost?, GPE Ratio, SBUX - Starbucks Corp., Car Prices, CHWY - Chewy Inc. Cl A, CM - Canadian Imperial Bank of Commerce.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
It can be unclear whether quant mutual funds can effectively diversify portfolios and generate income during periods of market volatility. While quant strategies have historically performed well in volatile environments, their ability to consistently deliver stable income is less certain. Today's Stocks & Topics: COP - ConocoPhillips, QCOM - Qualcomm Inc., Market Wrap, Can Quant Funds Steady Your Portfolio in Volatile Markets?, PFE - Pfizer Inc., HIMS - Hims & Hers Health Inc., Roth I-R-As, Investing for Aging Parents, Liberty Media, QS – Quantum Scape Corp. Cl A, The National Debt.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Analyzing past trends, gold has historically delivered positive returns during periods of interest rate cuts by the Federal Reserve. Will this time be any different? Today's Stocks & Topics: Annuities, Sell Orders, Market Wrap, Capital Gains Tax, How Fed Rate Cuts Impact Gold Prices, U - Unity Software Inc., AOS - A.O. Smith Corp., Earnings Season, Small Caps, BLBD - Blue Bird Corp., Annuity Plan, Vanguard’s New CEO.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
AI can enhance impact investing - investments generating social and environmental impact alongside financial returns - by improving data analysis, decision-making, and impact assessment. However, it's crucial to mitigate risks and align AI tools with core principles to avoid systemic biases. Today's Stocks & Topics: HDSN - Hudson Technologies Inc., Market Wrap, Dollar Cost Averaging, COWZ - Pacer U.S. Cash Cows 100 ETF, GE - GE Aerospace, AI in Finance: The Future of Impact Investing?, The KPP Premium Newsletter, Inflation and Job Market, INTC - Intel Corp., RCI - Rogers Communications Inc. Cl B, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, United States Bureau of Mines, NAC - Nuveen California Quality Municipal Income Fund, Bond Funds.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Fixed Index Annuities, Delaware Statutory Trust, 403b Plan Fees, High Yield Savings Account vs. Money Market Fund, Bonds and Treasuries, Transferring Money 401k to IRA, Portfolio Composition and Cyclical Composition, Fully Paid Lending, Earnings Per Share, Credit Card Debt, Charting, Issued Shares, Bonds, Mid and Small Caps, Health Care Investing, The Wash-Sale Rule, Thrift Savings Plan, Where to Invest, Trading Accounts.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Deciding whether to pay off a mortgage early or invest excess funds is a challenging financial dilemma. By comparing potential 8% investment returns to mortgage interest savings, while factoring in tax implications and retirement planning, it's possible to determine the optimal wealth-building strategy. Today's Stocks & Topics: PERI - Perion Network Ltd., Market Wrap, MOH - Molina Healthcare Inc., Mortgage Payoff vs Investing: Which Builds Wealth Faster?, CD Rates, Regional Banks, GLNCY - Glencore PLC ADR, TECK - Teck Resources Ltd. Cl B, The Clothes in Your Closet, Investing Apps, FIVN - Five9 Inc., Capital Misallocation.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The 2024 US presidential election outcome could significantly affect various sectors of the stock market. There are potential implications for investors under a Trump or Biden presidency, especially in industries like clean energy, infrastructure, financials, and more.  Today's Stocks & Topics: SNOW - Snowflake Inc., BEAT - Heartbeam Inc., Market Wrap, CHWY - Chewy Inc. Cl A, Trump vs Biden: How Each Will Impact U.S. Sectors, UPS - United Parcel Service Inc. Cl B, Oil and Gas Production, DHI - D.R. Horton Inc., Small-Mid-Large Caps, A-I Adoption, Stop Order.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The commercial real estate market is in turmoil as banks rush to sell off billions in office loans. We dive deep into this unfolding CRE crisis, examining its causes and potential consequences for the broader economy. Today's Stocks & Topics: Real Estate, ABBV - AbbVie Inc., Market Wrap, POWL - Powell Industries Inc., CRE Crisis: Banks Unload Office Loans, NVDA - NVIDIA Corp., CVE - Cenovus Energy Inc., The Dollar and the Next Administration, SCHA - Schwab U.S. Small-Cap ETF, SU - Suncor Energy Inc., MIY - BlackRock Muni Yield Michigan Quality Fund Inc., NEA - Nuveen AMT-Free Quality Municipal Income Fund.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Warren Buffett, the legendary value investor, is making waves with his massive bet on blue-chip energy stocks like Occidental Petroleum (OXY). We reveal the 7 key factors behind this investment legend's bullish stance on the energy sector. Today's Stocks & Topics: DOW - Dow Inc., LULU – Lulu Lemon Athletica Inc., Market Wrap, Health Care Investing, Why Buffet is Fueling Up on Energy Stocks, OXY - Occidental Petroleum Corp., BSM - Black Stone Minerals L.P., DVN - Devon Energy Corp., KPP Newsletter, American Stocks, VTI - Vanguard Total Stock Market ETF, VGI - Virtus Global Multi-Sector Income Fund, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, Coal, Small Caps ETFs, SPGI - S&P Global Inc., The FED and Interest Rates.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The 2025 cost-of-living adjustment (COLA) for Social Security benefits is shaping up to be one of the lowest in recent years, potentially posing significant challenges for retirees living on fixed incomes. Today's Stocks & Topics: ADBE - Adobe Inc., Market Wrap, The Wash-Sale Rule, Social Security COLA 2025: Retirees Face Challenges, WBA - Walgreens Boots Alliance Inc., Jobs Market, ITT - ITT Inc., Bonds, Mid and Small Caps, The Deficit.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The European Union has announced a significant increase in tariffs on Chinese-made electric vehicles, with hikes of up to 38%. This move will have far-reaching implications for the entire EV market in Europe, as automakers from various regions adjust their strategies to adapt to the new trade landscape. While Tesla's China-produced vehicles will be directly impacted by these higher import duties, the consequences extend beyond a single company. Automakers from China, the US, Europe, and other parts of the world will need to reevaluate their pricing, production, and supply chain strategies to remain competitive in the European market. Today's Stocks & Topics: OXY - Occidental Petroleum Corp., Market Wrap, AESI - Atlas Energy Solutions Inc., EU Slaps Steep Tariffs on Chinese EVs: How It Impacts Tesla, NXST - Nexstar Media Group Inc. Cl A, Bonds and Treasuries, Borrowing Costs, GEV - GE Vernova Inc., Stock Losses and the Wash-Sale Rule, ARCC - Ares Capital Corp., Forecast X.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Nvidia's stock has been on a rollercoaster ride lately, surging to unprecedented heights before experiencing a sudden and sharp pullback, and then rebounding on Tuesday. This dramatic turn of events has left investors and analysts alike wondering: what led to Nvidia's meteoric rise, what factors are behind its recent stumble, and what lies in its future? Today's Stocks & Topics: CLF - Cleveland-Cliffs Inc., Market Wrap, AFRM - Affirm Holdings Inc. Cl A, Nvidia's Stock Surges, Then Stumbles: What's Next for Investors?, DTM - DT Midstream Inc., CBYYX - Pioneer CAT Bond Fund Y, DOCS - Doximity Inc., Cash, NUE - Nucor Corp., Convertible Bonds: Peloton.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The single-family build-to-rent market has seen a remarkable surge in recent years, with the share of new homes built specifically for rental purposes growing from just 5% in 2021 to a staggering 10% in 2023. This explosive growth is driven by a combination of factors, including changing demographics, shifting lifestyle preferences, and the impact of the pandemic. What does this mean for the future of real estate? Today's Stocks & Topics: AMZN - Amazon.com Inc., Market Wrap, Why Single-Family Build-to-Rent Homes Are Booming in the U.S., Nonqualified Deferred Compensation Plan, CHRD - Chord Energy Corp., NVDA - NVIDIA Corp., Charting, Airlines Industry.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
There is currently no way for economists, regulators and analysts to know how rapidly buy now, pay later loan debt is growing, which could lead to unforeseen economic consequences. Today's Stocks & Topics: AESI - Atlas Energy Solutions Inc., Market Wrap, KPP Newsletter, SCCO - Southern Copper Corp., How and Why 'Buy Now, Pay Later Debt' Could Become a Problem for the U.S. Economy, INFY - Infosys Ltd. ADR, Credit Card Debt, Higher Mortgage Rates, NVDA - NVIDIA Corp., Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Ser, Oil and Gasoline, ADMA - ADMA Biologics Inc., CMG - Chipotle Mexican Grill Inc., Fully Paid Lending, The U.S. Stock Market.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Struggling with your retirement income strategy? Many retirees find themselves caught in the "retirement consumption puzzle" - unsure how to effectively use their savings to support their lifestyle. Today's Stocks & Topics: VALE - Vale S.A. ADR, Market Wrap, GRPM - Invesco S&P MidCap 400 GARP ETF, DOX - Amdocs Ltd., V - Visa Inc. Cl A, The Psychology of Retirement Income: From Saving to Spending, HIMS - Hims & Hers Health Inc., Housing Market, TAYD - Taylor Devices Inc., Issued Shares, PCRFY - Panasonic Holdings Corp. ADR, A-I Stocks, EWZ - iShares MSCI Brazil ETF, DOJ vs. Adobe.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Energy Sector, Bonds vs. Money Market, Stock Valuation, Index-Linked Variable Annuities, Union Business Cycle, Conversion Roth 401k to Roth I-R-A, 401k Rollover, Preferred Stocks, Electric Vehicles and TSLA, Trustable Financial Websites, Investment Criteria, Tax-Loss, Lower Cost Basis, Ordinary vs. Qualified Dividends, Iron Butterfly Options, Investing in Treasury Bonds, Enerplus and Chord Energy.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Challenges in the bond market could set the table for stronger future returns. Today's Stocks & Topics: CNQ - Canadian Natural Resources Ltd., Market Wrap, HWKN - Hawkins Inc., EWW - iShares MSCI Mexico ETF, FTNT - Fortinet Inc., It’s Been a Terrible Time for Bonds, But Should You Own Them Now?, PRIM - Primoris Services Corp., Hedge Funds Trading, FAST - Fastenal Co., VEGI - iShares MSCI Agriculture Producers ETF, Portfolio Composition and Cyclical Companies, LEA - Lear Corp., Chinas’ Property Market.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
History tells us that to benefit from market timing, you need to be consistently right.(In fact, in a 1975 research paper, the Nobel Prize-winning economist William Sharpe showed how a market timer must be accurate 74 percent of the time in order to outperform a passive portfolio at a comparable level of risk.) Today's Stocks & Topics: ALV - Autoliv Inc., Market Wrap, TSCO - Tractor Supply Co., MAIN - Main Street Capital Corp, Three Compelling Reasons to Avoid Market Timing, SYM - Symbotic Inc., Union Business Cycle, Electric Vehicles and Insurance, KHC - Kraft Heinz Co., Investing in Treasury Bonds, China’s Currency, CHGG - Chegg Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The stock market is an immensely complex ecosystem, driven by a multitude of factors including economic indicators, company performance, political events and investor psychology. Today's Stocks & Topics: COR - Cencora Inc., Market Wrap, CASY - Casey's General Stores Inc., Humans Have Memories but Stock Markets Don't, KPP Newsletter, SLB - Schlumberger Ltd., PPG - PPG Industries Inc., The Fed and The Market, Electric Vehicles and Tesla, Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Ser, Oil and Gasoline, BTSG - BrightSpring Health Services Inc., Elon Musk's Pay Package.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
A total wealth approach can lead to better outcomes. Today's Stocks & Topics: EMR - Emerson Electric Co., Market Wrap, PCTY - Paylocity Holding Corp., Earnings Per Share, How to Make Sure Your Personalized Portfolio Doesn’t Backfire, SAGPX - Principal SAM Conservative Growth Portfolio A, Annual Reports, PAYC - Paycom Software Inc., Iron Butterfly Options, Office Buildings, 403B Retirement.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
According to a new report by Bankrate.com, the hidden costs of homeownership add up to an average of $18,118 annually, or $1,510 per month. Today's Stocks & Topics: VIX - CBOE Volatility Index, Market Wrap, Investment Criteria, Ordinary vs. Qualified Dividends, Be Prepared for the Hidden Costs of Homebuying, BIG - Big Lots Inc., The International Energy Agency (IEA) Report, URA - Global X Uranium ETF, ED - Consolidated Edison Inc., META - Meta Platforms Inc., Whole Foods & Trader Joe’s.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
One hypothesis says that because all relevant information is already factored into prices, no investor can consistently achieve higher returns on a risk-adjusted basis than another investor who simply holds a random portfolio of diversified stocks. Today's Stocks & Topics: DDS - Dillard's Inc., CX - Cemex S.A.B. de C.V. ADR, Market Wrap, Lessons for Investors from the 'Father of Modern Finance', ALLY - Ally Financial Inc., Picking Winning Stocks, 401k Rollover, ONTO - Onto Innovation Inc., IMMR - Immersion Corp., ET - Energy Transfer LP.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
What you need to know about the advantages and risks of investing in cryptocurrency. Today's Stocks & Topics: ACI - Albertsons Cos. Inc., Market Wrap, LSTR - Landstar System Inc., GGG - Graco Inc., You Are Contemplating Bitcoin, But How Would You Use It in Your Portfolio?, CNQ - Canadian Natural Resources Ltd., Private Equity, SCHW - Charles Schwab Corp., IEX - IDEX Corp., CTAS - Cintas Corp., GPN - Global Payments Inc., FAST - Fastenal Co., Smaller Companies Capital.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
If you understand your goals, you can discover which protocols can and can’t help you achieve them.(I will talk about the realities of heavy debt– and what can or should be done.) Today's Stocks & Topics: DVN - Devon Energy Corp., Market Wrap, SNA - Snap-On Inc., SCHC - Schwab International Small-Cap Equity ETF, BIG - Big Lots Inc., KPP Newsletter, Lower the Cost Basis, ILMN - Illumina Inc., Maybe You Don't Have to Follow the Lauded Financial Guideline Rules, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Ser, Oil and Gasoline, CCK - Crown Holdings Inc., TOL - Toll Brothers Inc., Alternative Investments, BBWI - Bath & Body Works Inc., Jobs Numbers.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
According to the Congressional Budget Office, interest on the national debt in 2024 will cost a staggering $870 billion, a sum that exceeds the amount we spend on defense. Today's Stocks & Topics: DG - Dollar General Corp., CLIP - Global X 1-3 Month T-Bill ETF, Market Wrap, Could a 'Value-Added Tax' Be a Potential Solution to Our Crippling Debt Problem?, CIVI - Civitas Resources Inc., Treasury Debt Buy-Backs, KNSL - Kinsale Capital Group Inc., MLI - Mueller Industries Inc., THC - Tenet Healthcare Corp., The Diamond Market, HEES - H&E Equipment Services Inc., Life Insurance Companies.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
How to make sure common financial ‘pain points’ don’t imperil your plan. Today's Stocks & Topics: UNM - Unum Group, Market Wrap, FLMX - Franklin FTSE Mexico ETF, WEN - Wendy's Co., 4 Financial Tasks You Shouldn’t Put Off, FMC - FMC Corp., AOS - A.O. Smith Corp., The Economic Data, MTDR - Matador Resources Co., The Dollar, Conversion from a Roth 41k to a Roth I-R-A, Private Equity.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Less is generally more, but there are exceptions.(If you think about managing a whole portfolio in retirement, give yourself a little bit of wiggle room to specify where you go for those withdrawals on a year-to-year basis.) Today's Stocks & Topics: Index-Linked Variable Annuities, Market Wrap, RIO - Rio Tinto PLC ADR, Should Your Simple Retirement Portfolio Be More Complicated?, SFM - Sprouts Farmers Market Inc., STRL - Sterling Infrastructure Inc, Tax-Loss, Energy Sector, Is the Consumer Finally Slowing, Caller Offer Condolences About Steve Peasley, SU - Suncor Energy Inc., CVE - Cenovus Energy Inc., TTC - Toro Co., The Boomer Generation.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Today, in addition to reminiscing about Steve and his many achievements, we have a number of select caller questions… And allow Steve to answer those questions… one more time.Today's Stocks & Topics: Life Insurance, Market Wrap, Loans, New Investor, Bonds, Buying a House, Financial Analysis, Pullbacks.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The road to financial success is paved with lots of twists and turns but understanding market pricing is an important enhancement to the investment experience. Today's Stocks & Topics: TGB - Taseko Mines Ltd., Market Wrap, Enerplus and Chord Energy, MSM - MSC Industrial Direct Co., Tips for Dealing with Market Volatility, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, TECH - Bio-Techne Corp., KPP Newsletter, Fund Holders, MTZ - MasTec Inc., EXP - Eagle Materials Inc., ACM - AECOM, Gambling Lessons.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In 2023, emotional decisions hurt returns and the average equity fund investor underperformed the market. Today's Stocks & Topics: IDCC - InterDigital Inc., Market Wrap, VRT - Vertiv Holdings LLC, Preferred Stocks, Investor Behavior Continues to Hinder Returns, PRT - Perm Rock Royalty Trust, BBY - Best Buy Co. Inc., Trustable Financial Websites, Tariffs, UFPI - UFP Industries Inc., CNM - Core & Main Inc., CNC - Centene Corp., MGNX - Macrogenics Inc., The Stock Market.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Research compiled for a new book reveals five overarching themes such as "Appreciation of the Bi-Polar Peril of Price Instability" and "Recognizing the Long-Wave Cycles of Alternative Asset Classes".(This will be of interest to academics, trustees, institutions, and individual investors.) Today's Stocks & Topics: INQQ - India Internet & Ecommerce ETF, Market Wrap, DD - DuPont de Nemours Inc., EXPE - Expedia Group Inc., Five Key Lessons Taken from the Study of U.S. Financial History, RMD - ResMed Inc., The Beige Book, MELI - MercadoLibre Inc., Stock Valuation, Organization of the Petroleum Exporting Countries (OPEC), MOD - Modine Manufacturing Co., OVV - Ovintiv Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Be aware that, on social media, a broad differentiation can be made between influencers, knowledge sharers, and aspiring thought leaders. Today's Stocks & Topics: DIV - Global X SuperDividend U.S. ETF, Market Wrap, BN - Brookfield Corp., Finding the Right Kind of Financial Content Providers, AFL - AFLAC Inc., APLE - Apple Hospitality REIT Inc., Ratios, CPRT - Copart Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Steve Peasley, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Home Builders, Internal Rate of Return, Roth I-R-A & K1, What to Do With Extra Money, Where to Invest, Roth I-R-A, Retirement, What to Do When a Company Goes Down 90%, Stock Screeners, Silver, ETFs, Investing, Profit-Taking.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Investors selecting funds based on dividend yield should be aware that high yield is no assurance of higher expected return. Today's Stocks & Topics: LECO - Lincoln Electric Holdings Inc., Market Wrap, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, 403b Plan Fees, INTU - Intuit Inc., BMY - Bristol Myers Squibb Co., Investors Are Urged to Proceed with Caution When Focusing on Yield, CW - Curtiss-Wright Corp., VC - Visteon Corp., KPP Newsletter, U.S. Shift to Faster Trade Settlement, UNH - UnitedHealth Group Inc., ETSY - Etsy Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Rather than trying to guess which stocks might provide next year's outsize returns or getting caught up in a cycle of fear and greed, it is better to set reasonable long-term expectations and then track progress toward your financial goals. Today's Stocks & Topics: High Yield Savings Account vs. Money Market Fund, Market Wrap, UPS - United Parcel Service Inc. Cl B, NDSN - Nordson Corp., Cost of Capital: A Reality Check on High-Flying Stock Returns, NVO - Novo Nordisk A/S ADR, Transferring Money from 401k to I-R-A, Metals, MLPX - Global X MLP & Energy Infrastructure ETF, The Canadian Oil Pipeline, BRC - Brady Corp. Cl A, POWL - Powell Industries Inc., Family Loans.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
A comprehensive financial plan is only as good as an investor's ability to stick to it through thick and thin. (In short, they too frequently wind up reacting to market maturations and lowering their longer-term returns.)(Often succumbing to short-term strategies such as market timing or performance chasing, many investors show a lack of knowledge and/or ability to exercise the necessary discipline to capture the benefits markets can provide over longer time horizons.)  Today's Stocks & Topics: LULU - Lululemon Athletica Inc., INMD - InMode Ltd., Market Wrap, Investors Are Still Their Own Worst Enemies, ONEV - SPDR Russell 1000 Low Volatility Focus ETF, MDY - SPDR S&P MidCap 400 ETF Trust, Housing Market, ITW - Illinois Tool Works Inc., Delaware Statutory Trust (DST), CRM - Salesforce Inc., Consumer Financial Protection Bureau.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
For all debt outside of student loans, delinquency has been steadily rising since the fourth quarter of 2021 following historic lows during the COVID-19 pandemic. Today's Stocks & Topics: WWD - Woodward Inc., NCLH - Norwegian Cruise Line Holdings Ltd., COST - Costco Wholesale Corp., Market Wrap, Credit Card Delinquency Is Increasing for Maxed‑Out Borrowers, WEC - WEC Energy Group Inc., ETR - Entergy Corp., IOO - iShares Global 100 ETF, CSL - Carlisle Cos., A-I and Energy, MDT - Medtronic PLC, Europe’s Economy.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Embrace these timeless investing principles and you can still attain remarkable outcomes. Today's Stocks & Topics: Fixed Index Annuities, Market Wrap, IBM - International Business Machines Corp., Take It from Warren Buffett: Misses Are Inevitable, BBC - Virtus LifeSci Biotech Clinical Trials ETF, BBY - Best Buy Co. Inc., Utilities Stocks, 401(k), TWI - Titan International Inc., PSLV - Sprott Physical Silver Trust, BCE - BCE Inc., Bonds and Treasuries, Corporate Financing.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Steve Peasley, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Savings Account, Financial Data on Companies, TSP Investments and Percentages, Options & Capital Gains, 401k, A-I in the Finance Industry, Rollover the 403B to a Roth I-R-A, Brokage Account Security, Second High-Risk Account, Municipal Bonds, 401k Funds, Selling Losses vs. Taxes, Portfolio Reviews, Interest Rates and Homes, Covered Call, Bond Option, Limited Partnership.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Sometimes the financial markets do cross the sensibility line, but it is difficult to profit from that knowledge. Today's Stocks & Topics: SFM - Sprouts Farmers Market Inc., Market Wrap, MSCI - MSCI Inc., BROS - Dutch Bros Inc., Beyond Efficiency, Are the Markets Sensible?, I-R-As, AON - Aon PLC, RLI - RLI Corp., “Soft Landing”, BELFB - Bel Fuse Inc. Cl B, INTC - Intel Corp., CB - Chubb Ltd., VITL - Vital Farms Inc., The Consumer Financial Protection Bureau.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
According to the National Retail Federation, shoppers racked up more than $5 trillion worth of retail sales in the U.S. in 2023 and about 14.5% of those sales were returned. Today's Stocks & Topics: OKE - ONEOK Inc., Market Wrap, MMM - 3M Co., SOLV - Solventum Corp., Retailers Are Cracking Down on Returns and Tracking 'Problem' Customers, AWSHX - American Funds Washington Mutual Investors Fund, IGR - CBRE Global Real Estate Income Fund, CEIX - CONSOL Energy Inc., Opportunities Zones, URI - United Rentals Inc., Bonds vs. Money Market, Meme Stocks Traders Are Back.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Many banks have grants to help borrowers make a down payment-- especially first-time and lower-income buyers. Today's Stocks & Topics: VRT - Vertiv Holdings LLC, Market Wrap, SHOP - Shopify Inc. Cl A, What You Might Want to Know About Grants for First-Time Homebuyers, SONY - Sony Group Corp. ADR, Copper, Covered Call, UFPI - UFP Industries Inc., Tether, The Oil Industry, CDW - CDW Corp., EPAM - EPAM Systems Inc., Buybacks.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
There are ways to identify the risks hiding in your portfolio. Today's Stocks & Topics: CVS - CVS Health Corp., Market Wrap, ROCK - Gibraltar Industries Inc., Does Your Portfolio Need a Risk Audit, Material Sector, PICK - iShares MSCI Global Metals & Mining Producers ETF, IIPR - Innovative Industrial Properties Inc., Tariffs on China, CAN - Accenture PLC Cl A, AMC - AMC Entertainment Holdings Inc. Cl A, ACIW - ACI Worldwide Inc., Pandemic Era Winners.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Effectively communicating withdrawal strategy improves the client experience.(Retirement income guardrails—strategies that predetermine when spending retirement adjustments would be made and the spending adjustments themselves—have become increasingly popular in recent years.) Today's Stocks & Topics: EQL - ALPS Equal Sector Weight ETF, Market Wrap, Financial Data on Companies, TSLA - Tesla Inc., HMC - Honda Motor Co. Ltd. ADR, How Retirement Income Guardrails Can Ease Clients’ Worries, ACLS - Axcelis Technologies Inc., MRVL - Marvell Technology Inc., TJX - TJX Cos., Bond Option, VDADX - Vanguard Dividend Appreciation Index Fund Admiral, The DOW, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, Jim Simons, AAPL - Apple Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Some analysts project an optimistic economic forecast in the long run but slow growth for the remainder of 2024. Today's Stocks & Topics: POWL - Powell Industries Inc., Market Wrap, GRBK - Green Brick Partners Inc., Will GDP Growth Continue to Weaken Until the Fed Starts Cutting Interest Rates?, Second High-Risk Account, XBI - SPDR S&P Biotech ETF, Berkshire Hathaway, BGS - B&G Foods Inc., EQIX - Equinix Inc., DLR - Digital Realty Trust Inc., NSSC - NAPCO Security Technologies Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
One billionaire investor has slashed his big bet on the chipmaker that was one of the best performers last year-- when it rallied a whopping 238%. Today's Stocks & Topics: KEY - KeyCorp., Savings Account, Market Wrap, BLD - TopBuild Corp., Is A-I a Bit 'Overhyped' in the Short Term?, XLB - Materials Select Sector SPDR ETF, VAW - Vanguard Materials ETF, Earnings Season, OPCH - Option Care Health Inc., Limited Partnership, UNM - Unum Group, Capital Gains.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Market returns remain heavily concentrated, with just 10 stocks accounting for 85% of the market’s gain for the year to date. Today's Stocks & Topics: KKR - KKR & Co. Inc., Market Wrap, HIMS - Hims & Hers Health Inc., RYI - Ryerson Holding Corp., Is It Possible to See Opportunities After a Tough Month for Stocks, Interest Rates and Homes, Senior Loan Officer Opinion Survey, RVMD - Revolution Medicines Inc., PLAB - Photronics Inc., ERF - Enerplus Corp., CHRD - Chord Energy Corp., The IPOs Market.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The unemployment rate ticked higher to 3.9% against expectations it would hold steady at 3.8%-- and some traders priced in a strong chance of two interest rate cuts by the end of 2024. Today's Stocks & Topics: ODFL - Old Dominion Freight Line Inc., Marke Wrap, AVMV - Avantis U.S. Mid Cap Value ETF, Job Growth Took a Hit in April and Unemployment Rose, PLTR - Palantir Technologies Inc., NOA - North American Construction Group Ltd., ENB - Enbridge Inc., 529 Plans - DNOW - DNOW Inc., BWXT - BWX Technologies Inc., FSLY - Fastly Inc. Cl A, Tik Tok.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Expert: Most at risk banks aren’t insolvent or even close to insolvent-- they are just stressed. Today's Stocks & Topics: ABNB - Airbnb Inc. Cl A, Market Wrap, CSW - ICSW Industrials Inc., SBUX - Starbucks Corp., Why Hundreds of U.S. Banks May Be at Risk of Failure, GT - Goodyear Tire & Rubber Co., Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, KPP Premium Newsletter, GDX - VanEck Gold Miners ETF, The Weaker US Job Data, Portfolio Reviews, Lower Rares & The REITs Market, CVS - CVS Health Corp., GEO Politics.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Compared to the 1980s, investors who don’t want to build their own portfolios have much better options today. Today's Stocks & Topics: TMDX - TransMedics Group Inc., Market Wrap, SWKS - Skyworks Solutions Inc., Is It Easier Than Ever for Fund Investors to Build a Good Portfolio, URNM - Sprott Uranium Miners ETF, APH - Amphenol Corp. Cl A, Monetary Policy, MYRG - MYR Group Inc., DJT - Trump Media & Technology Group Corp., Working from Home.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Citing a challenging reimbursement environment and rising costs, Walmart says it cannot operate a profitable business and will close clinics and shutter its telehealth service. Today's Stocks & Topics: TGT - Target Corp., Market Wrap, JACK - Jack in the Box Inc., The Business of Healthcare Is Complicated, SPLG - SPDR Portfolio S&P 500 ETF, PKB - Invesco Building & Construction ETF, Nuclear Power, 401k Funds, WERN - Werner Enterprises Inc., America’s Well-Being, SBUX - Starbucks Corp.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Simply put, valuations are the best predictor we have of future returns, and the longer the investment horizon, the larger the role of valuations.(This has to do with the implications for expected returns.) Today's Stocks & Topics: COF - Capital One Financial Corp., Market Wrap, ONEV - SPDR Russell 1000 Low Volatility Focus ETF, EVR - Evercore Inc. Cl A, ODFL - Old Dominion Freight Line Inc., Why It Matters that Large-Growth Stocks Are Overvalued, FFIV - F5 Inc., CINF - Cincinnati Financial Corp., The Treasury Refunding Announcement, CSCO - Cisco Systems Inc., HPQ - HP Inc., Tech Base Trend, HEES - H&E Equipment Services Inc., Investors are Back.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
This Department of Labor rule helps determine whether your financial advice is coming from a trusted professional or someone akin to a car salesman.(Participants in small retirement plans and investors rolling into fixed index annuities should see the most benefit.) Today's Stocks & Topics: CAT - Caterpillar Inc., MAS - Masco Corp., Market Wrap, GGG - Graco Inc., The Final Fiduciary Rule Clarifies When Financial Professionals Must Act in the Best Interest of Their Client, VICI - VICI Properties Inc., Rollover the 403B to a Roth I-R-A, Interest Rates, AMZN - Amazon.com Inc., ARKK - ARK Innovation ETF, PFE - Pfizer Inc., Housing Bills.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Steve Peasley, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Relative Strength, 401k Pre-Tax Contribution, 529 Plan, Volume and Capitulation, Japanese Stock Market, KPP Portfolio Management, Fidelity 401k Plan, Young Investor, How To Predict Profit, Entry Point, 457 Retirement Plan, Dividends, Investor Looking for Advice, Interest Rates, Become an Investor Advisor.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Inflation is top of mind for investors, but there’s more than one way to measure consumer prices. Today's Stocks & Topics: MOS - Mosaic Co., Market Wrap, PWR - Quanta Services Inc., Understanding the Difference Between the CPI and PCE Indexes, SPGP - Invesco S&P 500 GARP ETF, Commodities Prices, PH - Parker Hannifin Corp., AVGO - Broadcom Inc., Growth Investing.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Higher safe yields in 2024 upend the old rules related to mortgage paydown. Today's Stocks & Topics: BC - Brunswick Corp., Market Wrap, CVCO - Cavco Industries Inc., BUD - Anheuser-Busch InBev S.A. ADR, Should You Pay Off Your Mortgage Early or Invest, UPS - United Parcel Service Inc. Cl B, Cathie Wood - CEO of Ark Invest, TSP Investments and Percentages, RLI - RLI Corp., IOPP - Simplify Tara India Opportunities ETF, Sovereign Debt.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Traditional IRA contributions after RMD age may make sense, but it depends on your tax situation. Today's Stocks & Topics: CRSP - CRISPR Therapeutics AG, Market Wrap, SBSI - Southside Bancshares Inc., FSTA - Fidelity MSCI Consumer Staples Index ETF, FREL - Fidelity MSCI Real Estate Index ETF, WNC - Wabash National Corp., TFII - TFI International Inc., You Can Make IRA Contributions at Any Age, but Should You, ASML - ASML Holding N.V., RWM - ProShares Short Russell2000, CALF - Pacer US Small Cap Cash Cows 100 ETF, Home Sales, TU - TELUS Corp., A-I in the Finance Industry, US Shell Industry, SILJ - Amplify Junior Silver Miners ETF, CPB - Campbell Soup Co., Interest Rates.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Markets had a rocky week, with the Nasdaq and S&P 500 enduring their longest downturn since October 2022. Today's Stocks & Topics: STLD - Steel Dynamics Inc., Market Wrap, ZTS - Zoetis Inc., What Caused This Year’s Stock Market Rally to Stall and What Happens Next, Brokage Account Security, SCCO - Southern Copper Corp., Municipal Bonds, The NY Stock Exchange, Zebra Systems and Nvidia, ADC - Agree Realty Corp., NLCP - NewLake Capital Partners Inc., PAY - Paymentus Holdings Inc., UBER - Uber Technologies Inc., Venezuela & Crypto Currency.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Mortgage rates are climbing based on expectations that the Federal Reserve won’t cut interest rates anytime soon.(Is there a sensible play for wannabe home buyers?) Today's Stocks & Topics: ABG - Asbury Automotive Group Inc., Market Wrap, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, 401k Contributions, Mortgage Rates Have Surged Past 7%, USFD - US Foods Holding Corp., LII - Lennox International Inc., AAON - AAON Inc., KPP Newsletter, The Fed - Discount Window Lending, CTRA - Coterra Energy Inc., HCA - HCA Healthcare Inc., FLMX - Franklin FTSE Mexico ETF, FLIN - Franklin FTSE India ETF, Sweden Stock Market.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
You should and there are a couple of easy ways to get started. Today's Stocks & Topics: Stock Screeners, Market Wrap, SELF - Global Self Storage Inc., Do You Check Your Financial Health, EV Stocks, ADSK - Autodesk Inc., China's Manufacturing, LVS - Las Vegas Sands Corp., CDW - CDW Corp., CVE - Cenovus Energy Inc., Private Equity.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As a group, these stocks wiped out an estimated $281 billion in shareholder wealth over the past 10 years.(That’s a big number, but far less than the estimated $15.9 trillion in wealth created by the top 15 stocks on the positive side.) Today's Stocks & Topics: LULU - Lululemon Athletica Inc., Market Wrap, 15 Stocks That Have Destroyed the Most Wealth Over the Past Decade, Bank’s Resources, A-I & Energy Demand, Energy Stocks, Inflation & Unemployment, VTI - Vanguard Total Stock Market ETF, VTV - Vanguard Value ETF, VOO - Vanguard S&P 500 ETF, Antitrust Suit Against Live Nation, Investors Sentiment, WTI - W&T Offshore Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Start by blaming rising housing costs and higher gas prices. Today's Stocks & Topics: EQNR - Equinor ASA ADR, Market Wrap, SURG - SurgePays Inc., REPX - Riley Exploration Permian Inc., PRFT - Perficient Inc., Why Is Inflation Still So Sticky, NLY - Annaly Capital Management Inc., FLIN - Franklin FTSE India ETF, US Growth, AMT - American Tower REIT, CCI - Crown Castle Inc., DJT - Dow Jones Transportation Average, US Home Building, LYV - Live Nation Entertainment Inc., DIV - Global X SuperDividend U.S. ETF, Market Reaction to Middle East Tensions.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Why Dividends May Not Be a Tax-Efficient Way to Return Capital to Investors. Today's Stocks & Topics: RMBS - Rambus Inc., PM - Philip Morris International Inc., WIRE - Encore Wire Corp., PWR - Quanta Services Inc., Does a Focus on Dividend Growth Add Value In Down Markets, SBUX - Starbucks Corp., WTS - Watts Water Technologies Inc. Cl A, The Bond Market, YieldMax ETFs, DLR - Digital Realty Trust Inc., Bank Earnings.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The odds are against those who believe this time is different. Today's Stocks & Topics: BTU - Peabody Energy Corp., Market Wrap, FRT - Federal Realty Investment Trust, ACLS - Axcelis Technologies Inc., The Dangerous Myth of ‘The New Normal’, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, ADC - Agree Realty Corp., Bank Earnings, SWKS - Skyworks Solutions Inc., GoOdwill and Intangible Assets, SU - Suncor Energy Inc., Morgan Stanley Investigation.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The so-called "supercore" inflation gauge measures services excluding food, energy and housing and it has been roaring higher lately, up more than 8% at a 3-month annualized pace. Today's Stocks & Topics: TGLS - Tecnoglass Inc., Market Wrap, Stocks on Sale, Does the Fed Have A 'Real Problem' On Its Hands, ET - Energy Transfer LP, CUBE - CubeSmart, WPC - W. P. Carey Inc., Bank Earnings, Robo-Advisors, HEES - H&E Equipment Services Inc., PAYC - Paycom Software Inc., Money Market Prime Funds, MLM - Martin Marietta Materials Inc., LIN - Linde PLC, SIG - Signet Jewelers Ltd., VRSN - VeriSign Inc., GDX - VanEck Gold Miners ETF, Gold.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Workers in their 40s and 50s are generally at their peak earnings level, and therefore may have more complex financial needs than their younger counterparts. Today's Stocks & Topics: ENPH - Enphase Energy Inc., Market Wrap, MCHP - Microchip Technology Inc., ET - Energy Transfer LP, An Investing 'Road Map' for Mid-Career Accumulators, LOAN - Manhattan Bridge Capital Inc., Consumer Price Index (CPI), I-R-A Rollover, European Bonds vs. US Treasuries, TECK - Teck Resources Ltd. Cl B, Trimming Energy Stocks, Retail Traders, XLI - Industrial Select Sector SPDR ETF.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Alongside the management of interest rates, a key challenge for the Fed is unwinding the quantitative easing used to support asset prices and economic activity over the last 15 years. Today's Stocks & Topics: GOGL - Golden Ocean Group Ltd., CMI - Cummins Inc., VZ - Verizon Communications Inc., T - AT&T Inc., Market Wrap, RPTX - Repare Therapeutics Inc., AMT - American Tower REIT, What Could Fewer Rate Cuts Mean for Stock Valuations, ADR Shares, Interest Rates, Selling Losses in a Roth I-R-A, Small Business Sentiment, SYLD - Cambria Shareholder Yield ETF, KLG - WK Kellogg Co., SCHD - Schwab US Dividend Equity ETF, S – Sentinel One Inc., Financial Markets.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The Bureau of Labor Statistics reports that the U.S. economy added 303,000 jobs in March, the largest gain in more than a year. Today's Stocks & Topics: LEU - Centrus Energy Corp., IGR - CBRE Global Real Estate Income Fund, Market Wrap, KBWB - Invesco KBW Bank ETF, Is the Labor Market Healthy and Sustainable, CRWD - Crowdstrike Holdings Inc., Options & Capital Gains, 401k, What’s Wrong with the Economy, SBUX - Starbucks Corp., Retirement and State Taxes, Annuities, MYE - Myers Industries, Inc., CLAR - Clarus Corp., Oil Prices Rally.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
First, articulate how you will be selecting your holdings and monitoring them on an ongoing basis. Today's Stocks & Topics: MDT - Medtronic PLC, Market Wrap, 5 Steps for 'Spring-Cleaning' Your Investment Portfolio, PM - Philip Morris International Inc., Cash Investment, InvestTalk Market Madness Match Up: CYTK - Cytokinetics Inc., EQH - Equitable Holdings Inc., Cyber Security, GEO - GEO Group Inc., QLYS - Qualys Inc., Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, CHK - Chesapeake Energy Corp., Stocks Splits.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Roughly half of U.S. households have a retirement account, but many lower-income earners have financial priorities that may compete with retirement savings. Today's Stocks & Topics: NI - NiSource Inc., Market Wrap, FIW - First Trust Water ETF, Are 53% of Americans Behind on Retirement Planning and Savings, Australian Stocks, BNTX - BioNTech SE ADR, EVLV - Evolv Technologies Holdings Inc., InvestTalk Market Madness Match Up: CYTK - Cytokinetics Inc., CNM - Core & Main Inc., EQH - Equitable Holdings Inc., AES - AES Corp., Oil Refinery Capacity, HTGC - Hercules Capital Inc., OBDC - Blue Owl Capital Corp.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The Biden administration wasn't generous with its payments boost for private Medicare plans and that decision has put more pressure on insurers. Today's Stocks & Topics: BTG - B2Gold Corp., Market Wrap, FITB - Fifth Third Bancorp, Why Are Health Stocks Taking a Hit, DIS - Walt Disney Co., ODFL - Old Dominion Freight Line Inc, InvestTalk Market Madness Match Up: VRT - Vertiv Holdings LLC, CYTK - Cytokinetics Inc., CENX - Century Aluminum Co., CNM - Core & Main Inc., MTD - Mettler-Toledo International Inc., EQH - Equitable Holdings Inc., UK Stocks, TVK.TO - TerraVest Industries Inc., ETR - Entergy Corp., What It Takes to Retire.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Despite the recent rise in interest rates, cash is not a good long-term home for your wealth. Today's Stocks & Topics: DFMIX - Davidson Multi-Cap Equity Fund, Market Wrap, Trade Within Your I-R-A, Why Cash May Be Riskier Than You Think, PRDO - Perdoceo Education Corp., SCHD - Schwab US Dividend Equity ETF, InvestTalk Market Madness Match Up: AES - AES Corp., D - Dominion Energy Inc., KMB - Kimberly-Clark Corp., MPC - Marathon Petroleum Corp., Gold, EMR - Emerson Electric Co., MAS - Masco Corp., SBSI - Southside Bancshares Inc., Fed Cuts.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The recent stock market rally and the surprisingly resilient U.S. economy are reliant on an uneasy balancing act between the U.S. Treasury market, the oil market and struggling regional banks. Today's Stocks & Topics: Gold Bullion Returns, Oil, CCL - Carnival Corp., Market Wrap, Could the Bull Market Unravel?, GDX - VanEck Gold Miners ETF, Fiscal Dominance, INSP - Inspire Medical Systems Inc, RMD - ResMed Inc., AGNC - AGNC Investment Corp., InvestTalk Market Madness Match Up: MTD - Mettler-Toledo International Inc., LULU - Lululemon athletica inc., EQH - Equitable Holdings Inc., HD - Home Depot Inc., DEC - Diversified Energy Company PLC.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Steve Peasley, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Relative Strength, 401k Pre-Tax Contribution, 529 Plan, Volume and Capitulation, Japanese Stock Market, KPP Portfolio Management, Fidelity 401k Plan, Young Investor, How To Predict Profit, Entry Point, 457 Retirement Plan, Dividends, Investor Looking for Advice, Interest Rates, Become an Investor Advisor.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Some forms that may not be on your radar could drastically raise or lower your bill for tax year 2023.Stocks: EQNR Equinor ASA ADR (NYS); OPRA Opera Ltd. ADR (NAS); FANG Diamondback Energy Inc. (NAS); VZ Verizon Communications Inc. (NYS); GE General Electric Co. (NYS); MPC Marathon Petroleum Corp. (NYS); PSX Phillips 66 (NYS); VLO Valero Energy Corp. (NYS); AOS A.O. Smith Corp. (NYS)Justin’s topics: Market Wrap-up for today 3/28/24, China’s exports declining, AI and healthcare, plus the Market Madness contest matchups for Monday 4/1/24.Here are the MATCHUPS for … Monday’s 4/1/24 competition:NEW ECONOMY REGION– Vertiv Holdings (VRT) vs. Blend Labs Inc (BLND), Cytokinetics Inc (CYTK) vs. Frontier Communications Pare (FYBR)OLD ECONOMY REGION– Sinclair Inc (SBGI) vs. Century Alum Co (CENX), Core and Main Inc (CNM) vs. Eaton Corp PLC (ETN)Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As the Federal Reserve prepares to lower interest rates, the central bank is being careful not to repeat past mistakes—like prematurely loosening rates. Today's Stocks & Topics: LUMN - Lumen Technologies Inc., Market Wrap, SPHY - SPDR Portfolio High Yield Bond ETF, PANW - Palo Alto Networks Inc., HEES - H&E Equipment Services Inc., MRTN - Marten Transport Ltd., CHRW - C.H. Robinson Worldwide Inc., AES - AES Corp., CLX - Clorox Co., CMCO - Columbus McKinnon Corp., D - Dominion Energy Inc., RHP - Ryman Hospitality Properties Inc., KMB - Kimberly-Clark Corp., OKE - ONEOK Inc., MPC - Marathon Petroleum Corp., Baltimore Bridge Collapse, WBD - Warner Bros. Discovery Inc. Series A, ONTO - Onto Innovation Inc., VISA & MasterCard Swipe Fees Lawsuit.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Tech companies in the real estate space could be winners because it is more feasible for people to start the home-buying process without the aid of a real estate agent. Today's Stocks & Topics: AXP - American Express Co., Market Wrap, Baltimore Bridge Collapse, Who or What Might Benefit from the National Association of Realtors Lawsuit Settlement, VTV - Vanguard Value ETF, BRKB - Berkshire Hathaway Inc. Cl B, Cape Ratio, InvestTalk Market Madness Match Up: MTD - Mettler-Toledo International Inc., URBN - Urban Outfitters Inc., GPS - Gap Inc., LULU - Lululemon athletica inc., EQH - Equitable Holdings Inc., VITL - Vital Farms Inc., HD - Home Depot Inc., BRBR - BellRing Brands Inc., EU Digital Markets Act, PI - Impinj Inc., UNIT - Uniti Group Inc., Fed Meeting.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As mortgage rates slowly fall, more buyers and sellers will enter the market, but housing prices should stabilize. Today's Stocks & Topics: JETS - U.S. Global Jets ETF, GOLD - Barrick Gold Corp., Market Wrap, Housing Market Predictions for 2024 to 2028, NGLOY - Anglo American PLC ADR, InvestTalk Market Madness Match Up: SCCO - Southern Copper Corp., SBGI - Sinclair Inc. Cl A, CENX - Century Aluminum Co., PR - Permian Resources Corp., OVV - Ovintiv Inc., CNM - Core & Main Inc., LII - Lennox International Inc., ETN - Eaton Corp. PLC, Demand for Gold, Covered Call ETFs, Short Treasury Bonds, Foreign Stock.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Many CEOs claim economic strain to justify layoffs in the finance, tech, and media sectors— but it can seem as if corporations are doing better than ever. Today's Stocks & Topics: CCCC - C4 Therapeutics Inc., InvestTalk Market Madness Match Up Part: VRT - Vertiv Holdings LLC, RBLX - Roblox Corp., BLND - Blend Labs Inc., MSI - Motorola Solutions Inc., CYTK - Cytokinetics Inc., HALO - Halozyme Therapeutics Inc., FYBR - Frontier Communications Parent Inc., Are CEOs and Shareholders Taking A Greater Slice of Profits Than One Might Think, SPYI - NEOS S&P 500 High Income ETF, QQQI - NEOS Nasdaq 100 High Income ETF, DOC - Healthpeak Properties Inc., Oil Demand, AVUV - Avantis U.S. Small-Cap Value ETF, SPGP - Invesco S&P 500 GARP ETF, INVE.B - Investor AB Series B, Immigration Policies.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
This challenge requires perspective, and index funds are not a default option— as they can be in many other asset classes. Today's Stocks & Topics: OXY - Occidental Petroleum Corp., RIO - Rio Tinto PLC ADR, SMCI - Super Micro Computer Inc., InvestTalk Market Madness Match Up Part 1: AES - AES Corp., VST - Vistra Corp., CLX - Clorox Co., SKT - Tanger Inc., CMCO - Columbus McKinnon Corp., SUN - Sunoco L.P., Can You Protect Your Portfolio Against Bond Price Drops, Market Wrap, AMDL - GraniteShares 2x Long AMD Daily ETF, MSFL - GraniteShares 2x Long MSFT Daily ETF, RDDT - Reddit Inc., FBASF - Fibra Uno Administracion S.A. de C.V., InvestTalk Market Madness Match Up Part 2: D - Dominion Energy Inc., SPG - Simon Property Group Inc., IRM - Iron Mountain Inc., RHP - Ryman Hospitality Properties Inc., KMB - Kimberly-Clark Corp., PRU - Prudential Financial Inc., LAMR - Lamar Advertising Co. Cl A, OKE - ONEOK Inc. Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Small modular reactors (SMRs) are being developed as a potential solution for providing clean energy to remote oil and gas facilities. Today's Stocks & Topics: OKE - ONEOK Inc., Market Wrap, Buying Options, VTI - Vanguard Total Stock Market ETF, Can Nuclear Power “Decarbonize” the Oil and Gas Industry, OMAB - Grupo Aeroportuario del Centro Norte S.A.B. de C.V. ADR, InvestTalk Market Madness Match Up Part 1, LVMUY - LVMH Moet Hennessy Louis Vuitton ADR, Bank of Japan, BA - Boeing Co., InvestTalk Market Madness Match Up Part 2.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As a shareholder, you have certain legal privileges, and you should know how to exercise them. Today's Stocks & Topics: SCCO - Southern Copper Corp., Market Wrap, BCO - Brink's Co., The 10 Most Important Shareholder Rights, U - Unity Software Inc., GE - General Electric Co., InvestTalk Market Madness Match Up Part 1, EQAL - Invesco Russell 1000 Equal Weight ETF, CNX - CNX Resources Corp., InvestTalk Market Madness Match Up Part 2.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The sector has borrowed too much money and a jump in people working from home has emptied many offices in the United States, pummeling the value of property assets. Today's Stocks & Topics: FNMA - Fannie Mae, Market Wrap, NKE - Nike Inc. Cl B, US Office Market Is World's Most Oversupplied, InvestTalk Market Madness Match Up, Interest Rates.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Automakers, including Ford, GM, Volkswagen, and Mercedes-Benz, are scaling back or delaying their electric vehicle plans. Today's Stocks & Topics: AAPL - Apple Inc., CELH - Celsius Holdings Inc., Is EV Euphoria Dead, RSPG - Invesco S&P 500 Equal Weight Energy ETF, Investor Looking for Advice, National Association of Realtors' Settlement, KPP Newsletter, OUT - Outfront Media Inc., LAMR - Lamar Advertising Co. Cl A, MKL - Markel Group Inc., FNILX - Fidelity ZERO Large Cap Index Fund, Investment Scam Warning. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Data showed U.S. producer prices increased more than expected in February as the cost of goods like gasoline and food surged. Today's Stocks & Topics: CRM - Salesforce Inc., SUN - Sunoco L.P., MSFT - Microsoft Corp., BGS - B&G Foods Inc., The Race for Electricity, Retirement Strategy, MCK - McKesson Corp., FNV - Franco-Nevada Corp., U.S. vs China.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Proper accounting of cost basis is essential to avoid paying more in taxes. Today's Stocks & Topics: EQT - EQT Corp., DOX - Amdocs Ltd., Tax-Efficient Portfolio Makeovers May Be Less Painful Than You Think, LEG - Leggett & Platt Inc., Mining Sector, CHRD - Chord Energy Corp., COP - ConocoPhillips, Gold Prices, PG - Procter & Gamble Co.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Cash has built up in money market funds over the past two years as the Federal Reserve raised short-term interest rates to their highest levels since the onset of the financial crisis in 2008. Today's Stocks & Topics: AAPL - Apple Inc., GOOG - Alphabet Inc. Cl C, Market Wrap, MOD - Modine Manufacturing Co., Is There Really a Historic Level of Cash on the Stock Market’s Sidelines?, WW - WW International Inc., China, CRM - Salesforce Inc., CONY - YieldMax COIN Option Income Strategy ETF, ORA - Ormat Technologies Inc., The Economics of Skiing.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As retailers compete for grocery shoppers, some of the big names in the business have zeroed in on the same strategy: get deliveries to customers’ doors quickly. Today's Stocks & Topics: TSN - Tyson Foods Inc. Cl A, How to Calculate a Company’s Debt, Competition Heats Up for Big Retailers in the Grocery Game, DASH - Door Dash Inc., New Banking Rules, QCOM - Qualcomm Inc., Roth 401k as A Down Payment on a House, VCLT - Vanguard Long-Term Corporate Bond ETF, CWEN - Clearway Energy Inc. Cl C, China vs. Tesla and Apple.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Inflation dropped sharply in 2023 after reaching its highest level in over 40 years in 2022, and for 2024, a case can be made for inflation returning to normal levels-- the Fed's 2% target. Today's Stocks & Topics: GPS - Gap Inc., SOFI - SoFi Technologies Inc., Is It Realistic to Expect Inflation to Fall in 2024, OPRA - Opera Ltd. ADR, KPP Premium Newsletter, The Jobs Report, VSH - Vishay Inter-technology Inc. or SWKS - Skyworks Solutions Inc., SAIA - Saia Inc., IAU - iShares Gold Trust, SFM - Sprouts Farmers Market Inc., SPTN - SpartanNash Co., Booming Jobs in the Country. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Maintaining exposure to high-quality stocks is harder than it might seem. Today's Stocks & Topics: WBA - Walgreens Boots Alliance Inc., AAPL - Apple Inc., CPNG - Coupang Inc., GOOG - Alphabet Inc. Cl C, SOFI - SoFi Technologies Inc., GLW - Corning Inc., Productivity, MLI - Mueller Industries Inc., 457 Retirement Plan, Term Premiums.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
For retirees who prioritize stability, the availability of safe, stable cash flows from bonds argues for a more conservative portfolio positioning. Today's Stocks & Topics: TTD - Trade Desk Inc. Cl A, SD - SandRidge Energy Inc., BX - Blackstone Inc., LXU - LSB Industries Inc, PCG - PG&E Corp., SMLR - Semler Scientific Inc., Gold.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
What you need to know about the advantages and risks of investing in gold. Today's Stocks & Topics: SWBI - Smith & Wesson Brands Inc., OPP - RiverNorth/DoubleLine Strategic Opportunity Fund Inc., Entry Point, Housing Market, URNM - Sprott Uranium Miners ETF, KO - Coca-Cola Co. Justin's PERSPECTIVE concerns the history of Real Estate Investment Trusts (REITs).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Rising interest sparked elevated Treasury yields, thus representing a headwind to prices of longer-dated bonds. Today's Stocks & Topics: How to Predict Profit, HUN - Huntsman Corp., GOOG - Alphabet Inc. Cl C, MUSA - Murphy USA Inc., AXP - American Express Co., PANW - Palo Alto Networks Inc., NVDA - NVIDIA Corp., TSN - Tyson Foods Inc. Cl A, Convertible Bonds.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Buyers of U.S. Treasuries have been changing, and the shift could have broad implications for the U.S. economy. Today's Stocks & Topics: LI - Li Auto Inc. ADR, IMPP - Imperial Petroleum Inc., VERV - Verve Therapeutics Inc., Young Investor Asking for Advice, HTGC - Hercules Capital Inc., Banks, ABEV - Ambev S.A. ADR, Activist Investors.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
There are two ways for investors to affect corporate behavior: from the outside and from the inside.(Let's talk about how equity shareholders have gained their voices—and will probably continue to do so.) Today's Stocks & Topics: SNOW - Snowflake Inc., SPSM - SPDR Portfolio S&P 600 Small Cap ETF, BWXT - BWX Technologies Inc., AAPL - Apple Inc., CRWD - CrowdStrike Holdings Inc. Cl A, Mergers of Equals, ALB - Albemarle Corp., FIGS - FIGS Inc., Chinese Metal Demand.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
With just 30 components, the Dow Jones Industrial Average is a smaller average than the S&P 500 and the DOW is weighted by the share price of the stocks instead of the total market value of the companies. Today's Stocks & Topics: WM - Waste Management Inc., KPP Portfolio Review, The Japanese Stock Market, SSUMY - Sumitomo Corp. ADR, BMRC - Bank of Marin Bancorp, National Association of Realtors, PFE - Pfizer Inc., Fidelity 401k Plan, POOL - Pool Corp., SAM - Boston Beer Co. Cl A, CEOs Are Considering Rising Prices.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
If approved, the merger would enable Capital One to leapfrog JPMorgan as the biggest credit card company by loans, but there's more to the deal. Today's Stocks & Topics: EQT - EQT Corp., Volume and Capitulation, FOX - Fox Corp. Cl B, Asset Classes, BATRK - Atlanta Braves Holdings Inc. Series C, A-I Hype, IBKR - Interactive Brokers Group Inc., China and the Solar Market.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In the U.S., passive investing has become more popular than active investing——what’s next for the long-running trend? Today's Stocks & Topics: T - AT&T Inc., DIS - Walt Disney Co., Relative Strength, Corporate Governance, HIMS - Hims & Hers Health Inc., TDOC - Teladoc Health Inc., MSFT - Microsoft Corp., Reverse Repo Facility (RRP).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Understanding 6 qualities of the best indexes can help investors choose among thousands of index funds. Today's Stocks & Topics: VFC - VF Corp., SSNT - SilverSun Technologies Inc., The Magnificent 7, RIO - Rio Tinto PLC ADR, Oil Markets, ENB - Enbridge Inc., PCG - PG&E Corp., Warren Buffett Has a Lot of Cash.Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Nvidia has been the primary beneficiary of the recent technology industry obsession with large artificial intelligence models, which are developed on the company’s pricey graphics processors for servers. Today's Stocks & Topics: KHC - Kraft Heinz Co., Discounted Cash Flow, UPS - United Parcel Service Inc. Cl B, CCI - Crown Castle Inc., APO - Apollo Global Management Inc., Mercedes Backtracks EV Plans, ROBO - ROBO Global Robotics & Automation Index ETF, INFL - Horizon Kinetics Inflation Beneficiaries ETF, Bond Maturity, BCC - Boise Cascade Co., China’s Market.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Investors might be wise to look beyond a stock’s yield and instead choose stocks with durable dividends and buy those stocks when they’re undervalued. Today's Stocks & Topics: NKE - Nike Inc. Cl B, DVN - Devon Energy Corp., APA - APA Corp., VCSH - Vanguard Short-Term Corporate Bond ETF, Capital One and Discover Deal, Healthcare Sector, VHT - Vanguard Health Care ETF, JEPI - JPMorgan Equity Premium Income ETF, SCHD - Schwab US Dividend Equity ETF, ESS - Essex Property Trust Inc., Invest in US Farmland, TROW - T. Rowe Price Group Inc., Tax Exempt, Recession, Japan.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Some of the industry’s key decision-makers expect even more evolution ahead. Today's Stocks & Topics: BKE - Buckle Inc., PLTR - Palantir Technologies Inc., GOLD - Barrick Gold Corp., ADDYY - Adidas AG ADR, Russia-Ukraine War, SWKS - Skyworks Solutions Inc., PEAK - Healthpeak Properties Inc., O - Realty Income Corp., Savings and Stocks, 401K Plan, Property Debt, AMZA - InfraCap MLP ETF.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Steve Peasley, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Home Builders, Internal Rate of Return, Roth I-R-A & K1, What to Do With Extra Money, Where to Invest, Roth I-R-A, Retirement, What to Do When a Company Goes Down 90%, Stock Screeners, Silver, ETFs, Investing, Profit-Taking.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
What you need to know about the advantages and risks of investing in real estate.(Real estate is a broad asset class that includes both public and private investments as well as both equity and debt securities.) Today's Stocks & Topics: XYL - Xylem Inc., HLLY - Holley Inc., CVS - CVS Health Corp., Commodities, Private Equity, VXUS - Vanguard Total International Stock ETF, Amazon, Staying in the Market, Hedge Funds. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In short, today’s Social Security discussions are the product of arbitrary decisions that have no effect on the nation’s financial health. Today's Stocks & Topics: MNDY - Monday.com Ltd., XMHQ - Invesco S&P MidCap Quality ETF, Investing in Pre-IPO Companies, CIVI - Civitas Resources Inc., SNA - Snap-On Inc., Retail Sales, GDX - VanEck Gold Miners ETF, CEIX - CONSOL Energy Inc., ARCH - Arch Resources Inc., Commodities, META - Meta Platforms Inc., STAA - Staar Surgical Co., EBAY - eBay Inc., WINA - Winmark Corp., Economic Growth. Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Experts say there are tried-and-true payoff strategies. Today's Stocks & Topics: SQM - Sociedad Química y Minera De Chile S.A. ADR, GIS - General Mills Inc., Energy Sector, FANG - Diamondback Energy Inc., PYPL - PayPal Holdings Inc., Rebalancing, Spreadsheets, SKX - Skechers USA Inc. Cl A, The EV Market.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As the industry deepens its foothold in products for traditional wealth management clients, participants have flagged potential byproducts of the trend, including the risk of cherry-picking. Today's Stocks & Topics: CNHI - CNH Industrial N.V., TECK - Teck Resources Ltd. Cl B, SNA - Snap-On Inc., BKR - Baker Hughes Co., Commercial Real Estate Market, OGI - OrganiGram Holdings Inc., BTI - British American Tobacco PLC ADR, IEP - Icahn Enterprises L.P., KRP - Kimbell Royalty Partners L.P., Solar Industry.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
One trader argues that people "overly" fixate on "downside risks" around China and the US supply, ignoring potential demand upside.(Signs of weakness in China’s economy are fueling worries about oil demand.) Today's Stocks & Topics: BG - Bunge Global S.A., CCJ - Cameco Corp., Canadian Oil, PENN - PENN Entertainment Inc., MCRI - Monarch Casino & Resort Inc., RIG - Transocean Ltd., Market Evaluation, CVS - CVS Health Corp., Investors and The Election.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
A strong case can be made that value stocks remain the most undervalued.(Consider your allocation based on your risk profile between equity and fixed income.) Today's Stocks & Topics: INTC - Intel Corp., Super-Bowl Ads, META - Meta Platforms Inc., CTVA - Corteva Inc., AMAT - Applied Materials Inc., MGA - Magna International Inc., Dividend Investing, CMCSA - Comcast Corp. Cl A, CHTR - Charter Communications Inc. Cl A, The Economy, ARM - Arm Holdings PLC ADR, Amazon. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Risks associated with artificial intelligence have grown with the use of GenAI and, to create the best protection plan, companies must first understand their risk. Today's Stocks & Topics: HPE - Hewlett Packard Enterprise Co., Covered Calls, AAPL - Apple Inc., ETFs, ADM - Archer Daniels Midland Co., Income in Retirement, APD - Air Products & Chemicals Inc., LIN - Linde PLC, ETFs, EQNR - Equinor ASA ADR, Rents.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
One analyst thinks that the U.S. stock market is in a “very dangerous” spot because strong jobs numbers and wage growth suggest the Fed’s interest rate hikes have not had the desired effect. Today's Stocks & Topics: XLK - Technology Select Sector SPDR ETF, AMGN - Amgen Inc., DNN - Denison Mines Corp., BG - Bunge Global S.A., TCEHY - Tencent Holdings Ltd. ADR, Americans and the Economy, BMY - Bristol Myers Squibb Co., Senior Bank Lending Officers. Justin's PERSPECTIVE looks at The Law of Large Numbers and how it relates to stock market dynamics... and finance in general.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The job cuts were driven by broader economic trends and a strategic shift towards increased automation. Today's Stocks & Topics: VALE - Vale S.A. ADR, METC - Ramaco Resources Inc. Cl A, SHEL - Shell PLC ADR, APD - Air Products & Chemicals Inc., Pharmaceutical Industry, LUMN - Lumen Technologies Inc., UPS - United Parcel Service Inc. Cl B, Profit-Taking, Timeshares.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Traders—and the Fed itself—are notoriously bad at predicting interest rate moves. Today's Stocks & Topics: VTGN - VistaGen Therapeutics Inc., POWL - Powell Industries Inc., NYCB - New York Community Bancorp Inc., META - Meta Platforms Inc., Shipping Lanes, HCC - Warrior Met Coal Inc., Crypto ETFs.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Covered Calls, Cash Balance Plan, Portfolio Management, On Balance Volume, Target Price to Sell, The Housing Market, First-Time Home Buyer, Variable Annuities, Mutual Funds, Value Stocks and Growth Stocks, Investments & Taxes, Fundamental Analysis.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
One veteran portfolio manager holds the view that we’ve been in a truly extraordinary period since the early 1980s--- but things have now returned to normal. Today's Stocks & Topics: SWK - Stanley Black & Decker Inc., TRMLF - Tourmaline Oil Corp., AAPL - Apple Inc., 15% Global Minimum Tax, MGRC - McGrath RentCorp, TFX - Teleflex Inc., D - Dominion Energy Inc., Fixed Rate Debt.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The big swing factors are investment quality and expenses, as well as tax costs. Today's Stocks & Topics: VFC - VF Corp., BA - Boeing Co., SPCE - Virgin Galactic Holdings Inc., The Fed Meeting, TGLS - Tecnoglass Inc., NOC - Northrop Grumman Corp., Investing.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Excluding food and energy, the Commerce Department’s personal consumption expenditures price index for December was up 2.9% on a yearly basis. Today's Stocks & Topics: 401 Investing, INTC - Intel Corp., “Dumb Money” Movie, ZTS - Zoetis Inc., 529 Plan, The Sahm Rule.  Justin's PERSPECTIVE today concerns a new Department of Labor classification rule that could "Disrupt the U.S. Gig Economy'.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
By invoking its authority, the regulator can make civil investigative demands. Today's Stocks & Topics: CBOE - Cboe Global Markets Inc, MMM - 3M Co., OMF - OneMain Holdings Inc., LYFT - Lyft Inc. Cl A, FLMX - Franklin FTSE Mexico ETF, Four Big Recession Indicators, Silver, China Stocks.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Investors are increasingly looking to emerging market exchange-traded funds for growth at a reasonable price. Today's Stocks & Topics: VPU - Vanguard Utilities ETF, V - Visa Inc. Cl A, POOL - Pool Corp., Liquidity, Retirement, SCI - Service Corp. International, What To Do When a Company Goes Down 90%, Luxury Brands. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
For investors, succession planning is critical because advisors of age 55 and older account for 42 percent of head count and 57 percent of assets. Today's Stocks & Topics: AFG - American Financial Group Inc., Where to Invest, BTI - British American Tobacco PLC ADR, Insurance Companies, Gross Domestic Product (GDP), IRBO - iShares Robotics & Artificial Intelligence Multisector ETF, VZ - Verizon Communications Inc., Stock Screeners, Chinese Investors.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Spot bitcoin ETFs make it easy to add the cryptocurrency to a 60/40 portfolio, but there’s a chance it can turn your portfolio upside down. Today's Stocks & Topics: CALF - Pacer US Small Cap Cash Cows 100 ETF, XOM - Exxon Mobil Corp., META - Meta Platforms Inc., SSO - ProShares Ultra S&P 500, CBRL - Cracker Barrel Old Country Store Inc., T+1 Settlement, The Wash Rule, VO - Vanguard Mid-Cap ETF, Tesla Earnings, CCJ - Cameco Corp., Leverage.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
A 529 college savings plan is an investment vehicle that allows for a tax-advantaged way to pay for higher education costs.SCCO - Southern Copper Corp., TECK - Teck Resources Ltd. Cl B, RSG - Republic Services Inc, ADM - Archer Daniels Midland Co., Active vs. Passive Investment, TTD - Trade Desk Inc. Cl A, China, LYB - LyondellBasell Industries N.V. Cl A, CE - Celanese Corp., Environmental, social and governance (ESG).Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Successful investing requires juggling numbers, trends, and predictions; and it is important to understand the concept of mean reversion in asset class performance. Today's Stocks & Topics: EMN - Eastman Chemical Co., Internal Rate of Return, AZO - AutoZone Inc., Roth I-R-A and K1, The Stock Market, Home Builders, EQIX - Equinix Inc., The Consumer.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Wide-moat companies carry sound balance sheets but there are other attributes to consider.Today's Stocks & Topics: UNM - Unum Group, MCD - McDonald's Corp., BSTZ - BlackRock Science & Technology Term Trust, BMEZ - BlackRock Health Sciences Term Trust, Consumer Sentiment, HMC - Honda Motor Co. Ltd. ADR, NFLX - Netflix Inc., The Corporate Bond Market.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Analysts say non-performing loans, or loans to debtors that haven’t made a payment in over 90 days, rose to a combined $24.4 billion in the last quarter of 2023.(JPMorgan Chase, Bank of America, Wells Fargo and Citigroup could be at risk of losing $24 billion.) Today's Stocks & Topics: PRDO - Perdoceo Education Corp., I-R-A Contributions, UUUU - Energy Fuels Inc., SWBI - Smith & Wesson Brands Inc., Consumer Report, LVMUY - LVMH Moet Hennessy Louis Vuitton ADR, SNEX – Stone X Group Inc., A-I Jobs, HD - Home Depot Inc., FANG - Diamondback Energy Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Uncertainty over inflation, a recession, and the Fed's interest rate policy could mean continued wide swings in the bond market.  Today's Stocks & Topics: RGR - Sturm Ruger & Co., AVUV - Avantis U.S. Small-Cap Value ETF, PSCI - Invesco S&P SmallCap Industrials ETF, The FED Rates vs. Long Term Rates, Domestic Stocks vs. Foreign Stocks, UTI - Universal Technical Institute Inc., FOXF - Fox Factory Holding Corp., Active Managed Account, Bitcoin ETFs.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
When investing, you don’t know what you don’t know. Today's Stocks & Topics: PEP - PepsiCo Inc., PSCE - Invesco S&P SmallCap Energy ETF, Investors Questions in 2024, BYND - Beyond Meat Inc., C - Citigroup Inc., GGG - Graco Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Steve Peasley field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Asset Allocation and Market Valuation, Bond Exposure, Credit Card Debt, Where to Invest After 70, China's Economy, Bonds and Junk Bonds, Investment Variable Annuities, Closed-End Funds, Fundamental Analysis, Low Risk Investment, Required Distributions, RMDs, Young Investor, Target Price to Sell, Retirement Funds Management.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The total cost of owning an exchange-traded fund can be roughly split into two parts: holding costs and transaction costs.(Fees are only a small part of the equation.)  Today's Stocks & Topics: SWK - Stanley Black & Decker Inc., AGM - Federal Agricultural Mortgage Corp. Cl C, MPW - Medical Properties Trust Inc., AGM - Federal Agricultural Mortgage Corp. Cl C, 529 Plan, Bank Earnings.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Aiming for accurate predictions around risk is a fool’s game, so rather than predict, it is wiser to prepare. (Today’s risks might feel elevated, so what really matters?) Today's Stocks & Topics: AMD - Advanced Micro Devices Inc., Dollar Cost Average, HUN - Huntsman Corp., New Bitcoin ETF, Uranium, CRM - Salesforce Inc., FNV - Franco-Nevada Corp., A-I.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The private credit boom is neither ephemeral or a niche phenomenon and, according to The Wall Street Journal, it is a major secular trend. Today's Stocks & Topics: BMY - Bristol Myers Squibb Co., SEP I-R-A, Market Value, ORI - Old Republic International Corp., EG - Everest Group Ltd., STAG - STAG Industrial Inc, Lates Fed News.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Against the backdrop of SEC Chair Gary Gensler’s long-running fight with the crypto industry, 13 companies have filed for a spot bitcoin ETF.  Today's Stocks & Topics: PANW - Palo Alto Networks Inc., UBER - Uber Technologies Inc., Money Management, BA - Boeing Co., COR - Cencora Inc., Jobs Report, Interest and Economic Growth, APA - APA Corp., Blackstone Real Estate Income Trust Inc.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
One expert predicts that a broad range trade in U.S. equities will be seen in 2024, with significant dispersion and much less velocity than the prior four years. Today's Stocks & Topics: XPO - XPO Inc., Become a Financial Advisor, AMZN - Amazon.com Inc., FMC - FMC Corp., CTVA - Corteva Inc., Sectors, Supply Chain, FLIN - Franklin FTSE India ETF, Earnings Season. Justin's PERSPECTIVE looks at the history of the Dow Jones Industrial Average (DJIA) and reveals the name of the only remaining company that was one of the original 12 listed companies... in 1896.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Inflation is obviously the 'silent assassin', but you may be able to spend more than you think. (If we understand that our real-time spending requirements decline in retirement, then we can find more comfort about what we might need. We should understand the concept of health span versus life span and the phases of retirement.)  Today's Stocks & Topics: NVDA - NVIDIA Corp., Commodities, AIRC - Apartment Income REIT Corp., Jobs Report, The Warehouse Industry, 2024 Predictions.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As you adjust your investment portfolio for 2024, experts say that “Don’t fight the Fed” is one good example. Today's Stocks & Topics: ORCL - Oracle Corp., CWCO - Consolidated Water Co. Inc., TREX - Trex Co. Inc., Paying-off Auto Loans Early, Covered Calls Strategy, Oil Companies, BRKB - Berkshire Hathaway Inc. Cl B, Auto Industry, OKEO - NEOK Inc., WMB - Williams Cos.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Experts say bonds are really back, cash isn’t king, and they suggest portfolio strategies to consider. Today's Stocks & Topics: ZIM - ZIM Integrated Shipping Services Ltd., SFM - Sprouts Farmers Market Inc., VEGI - iShares MSCI Agriculture Producers ETF, FNV - Franco-Nevada Corp., Roth I-R-A, The Latest Fed Meeting, AFRM - Affirm Holdings Inc. Cl A, Following Other Investors Moves, ICLN - iShares Global Clean Energy ETF, Convertible Debt.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Experts say that the shift in crude supply from the Middle East to the U.S. and other Atlantic countries is “profoundly impacting" the global oil trade.Today's Stocks & Topics: ALLY - Ally Financial Inc., The Stock Market, PXD - Pioneer Natural Resources Co., Domestic Economic Risk, FIW - First Trust Water ETF, Central Banks.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: CDs, Roth 401k vs. Roth I-R-A, Interest Rates, Dividend Reinvestment, Buying Stocks for a 11-Year-Old, Oil and Stock Prices, 401k, Tax-Loss Harvesting, Bonds, Is It Time to Take Profits, I-R-A Contributions, Short-Term Bonds, Delisted Stocks, Options, Value Stocks and Growth Stocks.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In a December survey, 76% of economists said they believe the chance of a recession in the next 12 months is 50% or less. Today's Stocks & Topics: VT - Vanguard Total World Stock ETF, Options, FCX - Freeport-McMoRan Inc., Uranium, MOD - Modine Manufacturing Co., TEX - Terex Corp., CFA – Victory Shares US 500 Volatility Wtd ETF.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Inflation adjustments and the phase-in of legislation known as 'Secure 2.0' will have implications for retirement savers and retirees. Today's Stocks & Topics: 401k, STLD - Steel Dynamics Inc., CCJ - Cameco Corp., POWL - Powell Industries Inc., Capital Gains, Young Investors, QQQ vs. QQQM, Cash in Money Markets.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
A 401(k) account is useful but not always the best option and different retirement plans could be a better fit for you. Today's Stocks & Topics: RDFN - Redfin Corp., CXT - Crane NXT Co., BLBD - Blue Bird Corp., Budget Deficit, CALF - Pacer US Small Cap Cash Cows 100 ETF, PCAR - Paccar Inc., Consumer Sentiment.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
There are all different types of annuities, but the majority are not necessarily good for you. Today's Stocks & Topics: DOV - Dover Corp., CPRT - Copart Inc., BABA - Alibaba Group Holding Ltd. ADR, Speculative Era, GNLX - Genelux Corp., Options.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Covered Calls, Cash Balance Plan, Portfolio Management, On Balance Volume, Target Price to Sell, The Housing Market, First-Time Home Buyer, Variable Annuities, Mutual Funds, Value Stocks and Growth Stocks, Investments & Taxes, Fundamental Analysis.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Cash-Out Refinance, Dividends & Taxes, Moving Averages, Cash, Treasuries, Roth I-R-A Contributions, Buying Vacation Properties, Equity Portfolio Allocation, Diversified Portfolio, Precious Metals Miners, Treasury Yields, How Should An 18-Year-Old Get Started In Investing, Closed-end Funds, Special-purpose Acquisition Company – SPAC.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The extra time can be used to plan Roth conversions, consider tax breaks like qualified charitable distributions (QCDs), and reduce taxable accounts sooner at lower tax rates. Today's Stocks & Topics: SWK - Stanley Black & Decker Inc., Options Trading and Taxes, AES - AES Corp., Which Countries Had a Great Year, Short-Term Bonds, CLVT - Clarivate PLC, GE - General Electric Co., Bitcoin.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Reverse mortgage loans are a way for retired homeowners to access home equity without taking on a monthly payment-- but there are pros and cons. Today's Stocks & Topics: BALL - Ball Corp., IRAs, Bonds, SLVM - Sylvamo Corp., Economic Growth, CNC - Centene Corp., BIIB - Biogen Inc., INTC - Intel Corp., Middle East Crisis.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Nvidia may be riding a wave of interest in artificial intelligence—as its chips play a dominant role in technology—but more broadly, stocks are still recovering from the 2022 bear market. Today's Stocks & Topics: JXN - Jackson Financial Inc., Roth 401k vs. Roth I-R-A, Higher Interest Rates , ACMR - ACM Research Inc. Cl A, AMKR - Amkor Technology Inc., Interest Rates and the Housing Market, CF - CF Industries Holdings Inc., ADDYY - Adidas AG ADR, NKE - Nike Inc. Cl B, MSM - MSC Industrial Direct Co., COP28 Conference, EME - EMCOR Group Inc., FIX - Comfort Systems USA Inc., ELF - E.L.F. Beauty Inc., PBA - Pembina Pipeline Corp. Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
If the current market rally has added profits to your portfolio, tax-gain harvesting could help rebalance your assets or reduce future taxes. Today's Stocks & Topics: Tax-Loss Harvesting, ADI - Analog Devices Inc., TXN - Texas Instruments Inc., MEME ETF, TNK - Teekay Tankers Ltd., Paying-Off Debt, Hedge Funds Industry, ASC - Ardmore Shipping Corp., China. Justin's PERSPECTIVE looks at the distribution of global GDP over time in relation to the global stock market.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
While U.S. stocks shrugged off the latest inflation data, the oil markets saw cause for concern. Today's Stocks & Topics: ERF - Enerplus Corp., INVH - Invitation Homes Inc., FLIN - Franklin FTSE India ETF, DE - Deere & Co., Cliff Asness, Losses and Interests, XOM - Exxon Mobil Corp., XOM - Exxon Mobil Corp. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The main reason for rebalancing is to control risk, not necessarily to improve returns. Today's Stocks & Topics: GOOG - Alphabet Inc. Cl C, EG - Everest Group Ltd., Nuclear Power, LUV - Southwest Airlines Co., REAX - Real Brokerage Inc., CAJPY - Canon Inc. ADR, NINOY - Nikon Corp. ADR, Is It Time to Take Profits, Nuclear Development in China.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Stock Evaluation, Municipal Bonds, EV Sector, Options Trading, Retirement, Treasury Bonds, Gold, 401k, LG Energy Solutions and Toyota, What Types of Companies Should We Keep, Is The Stock Market Manipulated, Earnings, Chinese Stocks, Roth I-R-A & Dividends, Savings and Spending.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Increasing concentration reduces the benefits of diversification and increases a portfolio’s exposure to idiosyncratic risks.(A November 2023 study has determined that concentrated stock markets, dominated by a small number of very successful firms, are associated with less efficient capital allocation, sluggish initial public offering and innovation activity, and slower economic growth.) Today's Stocks & Topics: COST - Costco Wholesale Corp., HSY - Hershey Co., FSLR - First Solar Inc., IAU - iShares Gold Trust, GLD - SPDR Gold Shares, Variable Annuities, Advice for a First-Time Home Buyer, REITs, DLR - Digital Realty Trust Inc., Fundamental Analysis.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
California metro regions were ranked as the least-affordable while Midwest metros were the most affordable.(So, will listing prices ease in 2024? And, if yes, where?) Today's Stocks & Topics: UROY - Uranium Royalty Corp., TGT - Target Corp., VASO - Vaso Corp., Luxury Market, ITT - ITT Inc., Market Signals.Justin's PERSPECTIVE looks at the story of US Dollar Dominance.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Over the past decade, these firms have spent $1 trillion buying health-care businesses—to include hospitals, nursing homes, physician practices and hospital staffing companies. Today's Stocks & Topics: TT - Trane Technologies PLC, AGX - Argan Inc., MTRN - Materion Corp., What is it Take to Feel Rich, PSTG - Pure Storage Inc. Cl A, TBIL - US Treasury 3 Month Bill ETF, 401k, Apple and India.Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Since the outbreak of the coronavirus pandemic, defaults have surged to a record high.(Financial experts say the figures highlight the depth of China’s economic downturn.) Today's Stocks & Topics: ING - ING Groep N.V. ADR, Oil and Stock Prices, Buying Stocks for an 11-Year-Old, FREL - Fidelity MSCI Real Estate Index ETF, FLDR - Fidelity Low Duration Bond Factor ETF, Delisted Stocks, The ETF Market, Delisted Stoks, A-I.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Inflation is slowing steadily, but Mr. Powell says it's too early to declare victory or to discuss when the Federal Reserve might cut interest rates. Today's Stocks & Topics: Low Risk Investment, DG - Dollar General Corp., PBA - Pembina Pipeline Corp., VZ - Verizon Communications Inc., ZBRA - Zebra Technologies Corp. Cl A, Private REITs, RRSP (Canada’s Equivalent to Traditional IRA), DCI - Donaldson Co. Inc., IVOL - Quadratic Interest Rate Volatility & Inflation Hedge ETF, Google and A-I.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The Debt-to-GDP ratio is expected to hit 98% by the end of 2023, according to projections from the Congressional Budget Office.(According to financial experts, the danger is that higher interest rates will mean that the cost of servicing America's debt could be unsustainable.) Today's Stocks & Topics: Dividend Reinvestment, CCI - Crown Castle Inc., AMT - American Tower REIT, CDs, Political Views, Interest Rates, 401k, CWST - Casella Waste Systems Inc. Cl A, Streaming Wars.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In 2024, the SEC will use investigative tools powered with artificial intelligence to better identify companies that violate disclosure requirements. Today's Stocks & Topics: EXPE - Expedia Group Inc., CRWD - CrowdStrike Holdings Inc. Cl A, The Economy, HA - Hawaiian Holdings Inc., ALK - Alaska Air Group Inc., PLUG - Plug Power Inc., Deflation.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Retirement isn’t just freedom from work, instead it can be the freedom to do your life’s work.Today's Stocks & Topics: SBSW - Sibanye-Stillwater Ltd. ADR, Options Trading, OLED - Universal Display Corp., Charlie Munger, The Stock Market, FIW - First Trust Water ETF, Argentina.Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Putting money in ETFs with staggered maturities can preserve and even grow wealth in a rising interest-rate environment. Today's Stocks & Topics: OMF - OneMain Holdings Inc., COR - Cencora Inc., 401k Rollover, The Green Transition, AVB - Avalonbay Communities Inc., Apartment REITs, SWK - Stanley Black & Decker Inc., Investing in the Market, VTV - Vanguard Value ETF, ESG: Environmental, Social, and Governance.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
How to balance the tax and investment considerations. Today's Stocks & Topics: DASH - DoorDash Inc., Earnings Forecast, CNHI - CNH Industrial N.V., QCOM - Qualcomm Inc., The Supreme Court vs. the FCC, Book Reviews, FDS - FactSet Research Systems Inc., Dividends, Mag-7.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The Morningstar US Growth Index outperformed the Morningstar US Value Index by more than 20 full percentage points through mid-November 2023. Today's Stocks & Topics: DE - Deere & Co., KHC - Kraft Heinz Co., After Hours Trading, Municipal Bonds, Inflation Around the World, TELL - Tellurian Inc., FTEC - Fidelity MSCI Information Technology Index ETF, HSHIF - Hoshizaki Corp., “SPAC” Special Purpose Acquisition Company.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The infinite banking concept may not be a good fit for everyone and has its advantages and disadvantages. Today's Stocks & Topics: CAH - Cardinal Health Inc., WBA - Walgreens Boots Alliance Inc., PUBM - PubMatic Inc., PLBY - PLBY Group Inc., Cyber-Monday, Selling Options, ETFs vs. Individual Stocks, SMLR - Semler Scientific Inc., VGT - Vanguard Information Technology ETF, XLK - Technology Select Sector SPDR ETF, Healthcare Industry.Justin's PERSPECTIVE takes a look at the HISTORY of Pension Plans in America.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Bonds, Interest Rates, Short Selling, Investment Loss, Portfolio Management, Life Insurance, Long Term Shares, 529 Plan, Using RSUs, Investing in ETF vs. Stocks, Special-Purpose Acquisition Company – SPAC, Options, Commodities, Trading Accounts, Day Trading.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Financial Advisors vs. Planners, Ex-Dividends, Trading, Selling Property, IPOs, Politics and Investing, Retirement, When to Sell, 401K and Mortgage, Collecting Social Security, Mutual Funds vs ETFs, Treasury Bills and Bonds, Index Funds & Dividends, Oil Stocks, Starting a Hedge Fund, Inverse ETFs, Retirement Funds Management.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
As you age, the rules for withdrawing money from your IRA change. Today's Stocks & Topics: AOS - A.O. Smith Corp., MTCH - Match Group Inc., ATAI - ATAI Life Sciences N.V., CMPS - COMPASS Pathways PLC ADR, EV Push, PTON - Peloton Interactive Inc., Bonds, U.K. vs. VISA and Master Card.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Stock Evaluation, Municipal Bonds, EV Sector, Options Trading, Retirement, Treasury Bonds, Gold, 401k, LG Energy Solutions and Toyota, What Types of Companies Should We Keep, Is The Stock Market Manipulated, Earnings, Chinese Stocks, Roth I-R-A & Dividends, Savings and Spending.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Fully Paid Lending, Preferred Stocks, 401K Funds, Corporate Bonds, Big Banks Bonds, Metals, Buy and Sell, Social Security & Taxes, 403B to a Roth I-R-A, Investing, Individual Bonds, Value Investing, Portfolio Management, Stock Losses, ETFs, Stock Investing, Municipal Bonds, Asset Allocation, Buying More of the Same Stock.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: 457b Plan, Investing Factors, Mortgages, Equity and Retirement, National Debt, Timing the Market, 401k Allocation, Dividend Reinvestment, The Stock Market, Credit Unions, Portfolio Management, Long And Short-term Debt, Bond Funds, How to Pay for Masters Degree, Roth IRA.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Rental Properties, How Much Cash, Index Funds, Investing Signs, Credit Cards, Gold & Silver, Low Contribution Limits, Natural Gas, Credit Ratings, KPP Investing Plans, U.S. Government Debt, The Dollar, Energy Stocks vs. XLE, Treasuries.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
After it reached its highest level in over 40 years in 2022, some experts expect inflation’s effect to fade through the end of 2023 and into 2024. Today's Stocks & Topics: ECPG - Encore Capital Group Inc., EBAY - eBay Inc., OC - Owens Corning, CXDO - Crexendo Inc., Microsoft, COPX - Global X Copper Miners ETF, Portfolio Management, PFORX - PIMCO Intl Bond Fund (US Dollar-Hedged) Institutional, Netflix and The Sports Industry.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
A buy-and-hold approach won out in a head-to-head model. Today's Stocks & Topics: JOBY - Joby Aviation Inc., TSCO - Tractor Supply Co., AGCO - AGCO Corp., INMD - InMode Ltd., INTC - Intel Corp., Cash Balance Plan, Earnings, TSLQ - AXS TSLA Bear Daily ETF, NVDS - AXS 1.25X NVDA Bear Daily ETF, NFE - New Fortress Energy LLC Cl A, IBM Replacing 401(k) Match.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Inverse ETFs can act like insurance for an investor's portfolio, but they're not recommended for everyone. Today's Stocks & Topics: SKX - Skechers USA Inc. Cl A, Municipal Bonds, SWKS - Skyworks Solutions Inc., PODD - Insulet Corp., Inverse ETFs, The U.S. Credit Rating, TOST - Toast Inc., LECO - Lincoln Electric Holdings Inc., A-I and Earnings Transcripts. Justin's PERSPECTIVE looks at the history of minimum wage in America. When was the federal minimum wage FIRST introduced? And just what was the initial hourly wage?  Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
A donor-advised fund is a vehicle that allows investors to donate directly to a charitable fund while retaining some control over the assets. (Donors benefit from an immediate tax deduction, tax-free growth, and investment flexibility.) Today's Stocks & Topics: SDOG - ALPS Sector Dividend Dogs ETF, FCX - Freeport-McMoRan Inc., DSKE - Daseke Inc., GILD - Gilead Sciences Inc., NAC - Nuveen California Quality Municipal Income Fund, VLO - Valero Energy Corp., Manufacturing, Oil Stocks, The Treasury Market. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Cash-Out Refinance, Dividends & Taxes, Moving Averages, Cash, Treasuries, Roth I-R-A Contributions, Buying Vacation Properties, Equity Portfolio Allocation, Diversified Portfolio, Precious Metals Miners, Treasury Yields, How Should An 18-Year-Old Get Started In Investing, Closed-end Funds, Special-purpose Acquisition Company – SPAC.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The market share of ETFs, relative to that of mutual funds, has swollen to almost 30%. Today's Stocks & Topics: JBLU - JetBlue Airways Corp., PLD - Prologis Inc., XOM - Exxon Mobil Corp., WeWork, SPG - Simon Property Group Inc., NOW - ServiceNow Inc., ADBE - Adobe Inc., HAL - Halliburton Co., Bored Ape Yacht Club.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Construction companies are benefiting as manufacturing returns to the U.S. Today's Stocks & Topics: LEU - Centrus Energy Corp., Treasury Bills and Bonds, EFR - Eaton Vance Senior Floating-Rate Fund, K - Kellanova, HRL - Hormel Foods Corp., Corporate Bond Market, TSLY - YieldMax TSLA Option Income Strategy ETF, CVX - Chevron Corp., CHWY - Chewy Inc. Cl A, Skills Gap.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The housing market has been tough for prospective home buyers due to high mortgage rates and a supply crunch.Today's Stocks & Topics: WOOF - Petco Health & Wellness Co. Inc., NI - NiSource Inc., Collecting Social Security, STG - Scandinavian Tobacco Group, The Fed and The Treasury.Justin's PERSPECTIVE looks at the phenomenon of "unrealized security losses" at the BIG BANKS.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Depending on hypothetical portfolio returns and individual income requirement forecasts, there will be various model assumptions. Today's Stocks & Topics: MO - Altria Group Inc., WDS - Woodside Energy Group Ltd. ADR, LNG - Cheniere Energy Inc., Jobs Report, XLE - Energy Select Sector SPDR ETF, When to Sell, End of the New Normal. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
To understand what’s happening, go all the way back to the global financial crisis of 2008-09 when “quantitative easing" was first widely deployed. Today's Stocks & Topics: Earnings, BWA - BorgWarner Inc., Leveraged ETFs, YEAR - AB Ultra Short Income ETF, CLFD - Clearfield Inc., Bitcoin, New Millionaires.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The argument for this theory highlights two major concerns: margins and regulations. Today's Stocks & Topics: GD - General Dynamics Corp., TROW - T. Rowe Price Group Inc., QCOM - Qualcomm Inc., SWKS - Skyworks Solutions Inc., VSH - Vishay Intertechnology Inc., PLAB - Photronics Inc., I-Bonds, GNRC - Generac Holdings Inc., CVX - Chevron Corp., What Type of Companies Should We Keep, U.S. Treasury Department.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Everyone's situation is different, but there are model scenarios to examine and pitfalls to avoid. Today's Stocks & Topics: O - Realty Income Corp., The Bear Market, KNSL - Kinsale Capital Group Inc., TSN - Tyson Foods Inc. Cl A, China’s Economic Data, ASC - Ardmore Shipping Corp., Strip Malls.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
While the GDP report could give the Federal Reserve some impetus to keep policy tight, traders are still pricing in a 96% chance of no interest rate hike. Today's Stocks & Topics: BTI - British American Tobacco PLC ADR, Dollar Strength, MT - ArcelorMittal ADR, FTNT - Fortinet Inc., Crypto-currency, The Treasury Department, HON - Honeywell International Inc., Earnings Season.Justin's PERSPECTIVE looks at crypto currency. When did it start, where is it now in terms of relevancy to investors, and where is crypto going?Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
Even if the Federal Reserve is done raising interest rates, other indicators point to increasing economic pressure. Today's Stocks & Topics: VSH - Vishay Intertechnology Inc., LG Energy Solution and Toyota, BKE - Buckle Inc., Is the Stock Market Manipulated, PCE Inflation Rate, PM - Philip Morris International Inc., MO - Altria Group Inc., GDP Report. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands
The Federal Reserve is powerful but clumsy and the market has experienced a series of investment "fails"— but what else have we learned? Today's Stocks & Topics: J - Jacobs Solutions Inc., SIL - Global X Silver Miners ETF, TXN - Texas Instruments Inc., Market Trends, GOOG - Alphabet Inc. Cl C, Treasury Bonds, GDX - VanEck Gold Miners ETF, SLV - iShares Silver Trust, SCHW - Charles Schwab Corp., Savings & Spending.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands