Podcast Episodes
Back to Search6-25-26 The Micron Report: What's Next for Semi-conductors?
Has Micron's earnings report changed the outlook for semiconductor stocks and the broader artificial intelligence trade? With expectations running ex…
2 months, 1 week ago
6-25-26 Semiconductor Rally Hides Market Weakness | Before the Bell
Markets pulled back to the 50-day moving average ahead of Micron's earnings, but the bigger story is what lies beneath the surface. While semiconduct…
2 months, 1 week ago
6-24-26 Q&A Wednesday: What's Really Driving This Market?
Markets can remain resilient longer than many expect, but understanding what is fueling the rally is critical for managing risk and protecting long-t…
2 months, 2 weeks ago
6-24-26 Micron Earnings: The Bar Is Too High | Before the Bell
Markets on Tuesday broke below their recent consolidation range and tested the 50-DMA, putting investors on alert ahead of Micron's earnings report. …
2 months, 2 weeks ago
6-23-26 The New Rules of Portfolio Protection
Markets are near highs, but momentum is slowing, breadth remains narrow, buybacks are entering blackout periods, and investors are looking for ways t…
2 months, 2 weeks ago
6-23-26 Quarter-End Rebalancing Hits Markets | Before the Bell
Markets are starting to feel the impact of quarter-end portfolio rebalancing, and some of the biggest winners of the year—including technology and ar…
2 months, 2 weeks ago
6-22-26 When Money Flows Meet a Hawkish Fed
Markets remain near record highs, but the technical backdrop is becoming more complex. Strong money flows continue to support asset prices, while a m…
2 months, 2 weeks ago
6-22-26 Market Breakout Watch | Before the Bell
Markets are entering a critical period as quarter-end portfolio rebalancing begins and corporate buybacks move into blackout. While money flows remai…
2 months, 2 weeks ago
6-19-26 Black Swans, SpaceX, & Retirement Reality
Richard Rosso & Jon Penn connect some of the biggest investing stories with the realities of retirement planning. From Elon Musk, SpaceX, and Social …
2 months, 2 weeks ago
6-18-26 Kevin Warsh's First Day at the Fed
What happens when a new Federal Reserve Chair takes office during a period of elevated market valuations, persistent inflation concerns, and growing …
2 months, 2 weeks ago