Podcast Episodes
Back to SearchAerospace Defense Contractors: The New Military Investment Cycle
Trump's proposed 'historic' defense spending budget and escalating Middle East tensions are creating a new military investment cycle. The rescue oper…
1 month, 3 weeks ago
Materials Sector Stocks Surge as Aluminum Hits Multi-Year Highs
Aluminum prices have rocketed to four-year peaks after Iranian attacks targeted Middle Eastern smelters, highlighting how geopolitical risks can inst…
1 month, 3 weeks ago
Good 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…
1 month, 3 weeks ago
The Great Bond Selloff: Why Fixed Income Is Having Its Worst Month in Years
Global bond prices are heading for their biggest monthly decline in years as geopolitical tensions stoke fears of sustained inflation and economic di…
1 month, 3 weeks ago
Is Currency Market Volatility Creating New Investment Opportunities?
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-qu…
1 month, 4 weeks ago
Are Growth vs Value Stocks Ready for a Major Reversal?
Technology stocks are suffering their worst week in nearly a year as investors realize that even the most innovative companies can't escape the gravi…
1 month, 4 weeks ago
Is the Fed Rate Cut Still Coming Despite Geopolitical Inflation?
Federal Reserve officials are grappling with conflicting signals as Middle East turmoil threatens to reignite inflation just as they were considering…
1 month, 4 weeks ago
Are Home Prices and Mortgage Rates Creating a Housing Crisis?
The traditional spring housing market is facing a perfect storm of challenges as mortgage rates hit three-month highs amid Middle East tensions. Real…
2 months ago
Weight Loss Drug Stocks: Biotech Breakthrough or Market Bubble?
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. Pha…
2 months ago
Defense Spending Boom: Military Contractors Hit the Jackpot
President Trump's emergency authorization of $23 billion in Gulf arms sales and massive defense spending increases are creating a windfall for milita…
2 months ago