Podcast Episodes
Back to SearchTravel Stocks 2026: What the Offseason Boom Tells Us About the Consumer Economy
Record heat waves and overcrowded peak seasons are driving a surprising offseason travel boom, with airlines, hotels, and travel platforms seeing dem…
1 month, 3 weeks ago
Is India the Best Emerging Market to Invest in for 2026?
As the AI trade gets choppier and investors look for alternatives to mega-cap tech concentration, India is emerging as a serious destination for capi…
1 month, 4 weeks ago
Defense Tech Stocks in 2026: Is This the New Growth Sector Investors Have Been Waiting For?
Electronic warfare, drones, and advanced defense technology are forcing Wall Street to completely rethink how defense companies are valued — moving t…
1 month, 4 weeks ago
What Happens When the AI Bubble Pops? The Trade Is Losing Its North Star
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…
1 month, 4 weeks ago
The Roth Conversion Window
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 conver…
2 months ago
BEST OF CALLER QUESTIONS ~ FRIDAY July 3rd
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States…
2 months ago
The Index Fund Trap
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 …
2 months ago
The Half-Year Scoreboard
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 …
2 months ago
JPMorgan Says 7,800: Should You Believe Price Targets?
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 S…
2 months ago
What Are the Biggest Risks of the SpaceX IPO?
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 dangerou…
2 months, 1 week ago