Podcast Episodes

The "Super Catch-Up": New 2026 401(k) Limits

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 Stoc…

Published on 2 weeks ago

The Discount Retail Signal: Is the Consumer "Trading Down"?

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 …

Published on 2 weeks, 1 day ago

The Holiday Debt Trap: BNPL "Phantom Debt"

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 immediatel…

Published on 2 weeks, 2 days ago

US Dollar Volatility: The Choppy Path to Stabilization in 2026

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: Warn…

Published on 2 weeks, 3 days ago

AI's Credit Market Footprint: Financing the Data Center Boom

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 investme…

Published on 2 weeks, 6 days ago

The American Supply Chain Renaissance

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…

Published on 3 weeks ago

Warning Signs: Is the Market P/E Ratio Justified?

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…

Published on 3 weeks, 1 day ago

Navigating Divergent Commodity Markets

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 vo…

Published on 3 weeks, 2 days ago

The "6-Figure HSA" Retirement Strategy

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 & T…

Published on 3 weeks, 3 days ago

Black Friday - Best of Caller Questions

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…

Published on 3 weeks, 6 days ago