Podcast Episodes
Back to SearchThe latest jobs data has forced the Fed's hand
Season 1 Episode 1278
Why the Fed MUST start lowering rates. Plus, a software stock's stunning guidance… The key to finding the best growth stories... Beaten-up gold stocks poised to shine… And our upcoming live event on …
Published on 14 hours ago
Google's antitrust case: This stock will be the real winner
Season 1 Episode 1276
Are we in for another terrible September? … The Fed's big dilemma… A 'goldilocks' market for stocks… Gold's new all-time high… Alphabet's (GOOG) antitrust case… Why billions are pouring into Anthropi…
Published on 1 week ago
Rate cuts are coming: What it means for your portfolio
Season 1 Episode 1274
How the Fed's about-face on interest rates will impact the market. Plus, avoid this common mistake when shorting stocks… The AT&T (T)/EchoStar (SATS) deal… Has Eli Lilly (LLY) bottomed? … And Nvidia'…
Published on 2 weeks ago
Altman warns of an AI bubble—should you worry?
Season 1 Episode 1272
Is Altman right about an AI bubble? … Plus, Powell at Jackson Hole… Alphabet (GOOG) and Amazon's (AMZN) latest power deals… Why Target (TGT) is selling off... The government's Intel (INTC) deal... An…
Published on 3 weeks ago
Inflation came in hot—will the Fed wait on a rate cut?
Season 1 Episode 1270
How the latest CPI data will impact the Fed's next move. Plus, is Alphabet (GOOG) breaking up? … An AI stock to avoid and one with huge upside… The Hims & Hers Health (HIMS) CEO's big sale… And crypt…
Published on 4 weeks ago
AI is threatening this popular business model
Season 1 Episode 1268
Gartner (IT) is crashing—and it's all because of AI. Plus, can economic data be trusted? … A lesson on growth stocks from Palantir (PLTR)... Is Disney (DIS) finally a buy? … And Apple's (AAPL) new AI…
Published on 1 month ago
Speculation is at record highs—but don't panic
Season 1 Episode 1266
What the rampant speculation means for investors. Plus, Big Tech earnings… The CSX railroad deal… Amazon's (AMZN) capex cut… Is Boeing (BA) a buy on its pullback? … And this stock will double as inte…
Published on 1 month, 1 week ago
Winners and losers of the U.S.-Japan trade deal
Season 1 Episode 1264
The Japan trade deal will benefit these companies. Plus, is General Motors (GM) a buy? … Get exposure to these power plays… Can Coca-Cola (KO) keep raising prices forever? … And "boring" names that b…
Published on 1 month, 2 weeks ago
Big Banks crush earnings… Where is tariff inflation?... Trump will get his crypto bill passed… Peter Thiel and Tom Lee bet big on Ethereum…
Season 1 Episode 1262
I'm excited to be back on the precious metals bull… Big Banks crushed earnings… Where is tariff inflation?... Trump will get his crypto bill passed… Peter Thiel and Tom Lee bet big on Ethereum… And a…
Published on 1 month, 3 weeks ago
This sector will benefit the most from the Big, Beautiful Bill
Season 1 Episode 1260
Andrew Horowitz of The Disciplined Investor breaks down the ultimate winner of the Big, Beautiful Bill… how to manage volatility in growth stocks… whether AI is a threat to Google… one mega-cap AI st…
Published on 2 months ago