Podcast Episodes
Back to Search
Iran Volatility's Long-Term Risks to Equities and Fixed Income
The longer the U.S.-Iran War drags on, the bigger the risk to Wall Street, argues Charles Schwab's Cooper Howard. Developments in the Middle East are…
1 month, 2 weeks ago
Market is ‘On Sale’ for Long Term Investors: Defense, Consumer Staples, Metals
Dion Pouncil stresses the need to “know your risk” within markets right now. “Volatility is not a bad thing,” he says, but “pay attention to the flig…
1 month, 2 weeks ago
KG's Oil Big Picture: Strategic Petroleum Reserve Hurdles & Long-Term Impacts
Iran's new supreme leader says the Strait of Hormuz must stay closed as the U.S. releases 172 million oil barrels from its strategic reserve. Kevin G…
1 month, 2 weeks ago
‘Don’t Tell Me There’s a Growth Scare’: Fundamental Market Analysis
David Wagner shrugs off the idea of growth scares and notes that the S&P 500’s operating margin is hitting highs. “It’s very difficult for this marke…
1 month, 2 weeks ago
‘Bear Market of Time’ Ahead? Mark Travis Picks GRMN, WSO, SII
Mark Travis keeps the latest market volatility in perspective, noting double-digit gains over the last few years. A “reluctant seller,” he looks to h…
1 month, 2 weeks ago
Thursday Morning's Movers: DOW & OXY Upgrades, Consumer Staple Downgrades
Citigroup sees export supply constraints centered on the Strait of Hormuz as a catalyst for Dow Inc. (DOW), upgrading the stock to buy from neutral. …
1 month, 2 weeks ago
Kevin Mahn "Surprised" by Stock Market Strength, Favors KTOS, HII & LHX
"Once we start seeing free-flowing oil again," Wall Street will set the foundation for its rebound, argues Kevin Mahn. That said, he says "I'm surpri…
1 month, 2 weeks ago
Options Corner: ADBE Earnings Amid Software Sell-Off
In software's staggering sell-off, Adobe (ADBE) is a stock Rick Ducat calls "one of the worst" companies in the sector to face bearish price action. …
1 month, 2 weeks ago
Ben Emons on Navigating Energy Volatility & Other Sectors to Watch
Crude oil crossed above the $90 mark once again, with Ben Emons calling the price shock "one of the biggest since the seventies." It's not just energ…
1 month, 2 weeks ago
Chart of the Day: ULTA Before Earnings
Charles Schwab's Kevin Horner notes an impressive rally in Ulta Beauty (ULTA) serving as its own headwind into earnings Thursday. He points a technic…
1 month, 2 weeks ago