Podcast Episodes
Back to Search2-18-26 Q&A Wednesday: Markets, Money, and Your Questions
It's Q&A Wednesday—your questions drive the show. Lance Roberts & Danny Ratliff break down what's moving markets right now, key economic and Fed sign…
4 months, 2 weeks ago
2-18-26 100-DMA Bounce: Range-Bound Markets & Energy Risk | Before the Bell
Markets tested the 100-day moving average (100-DMA) and buyers stepped in—exactly where many systematic and algorithmic strategies tend to respond. F…
4 months, 2 weeks ago
2-17-26 Bank, Brokerage, or Corporate Trustee? (It's a Matter of Trust)
Choosing a corporate trustee is one of the most important decisions in estate planning—especially if you're naming a bank, brokerage trust department…
4 months, 3 weeks ago
2-17-26 100-DMA Test - Momentum Fades, Rotation Shifts | Before the Bell
Markets held the 100-DMA on Friday, but that support is in focus again today. The bigger issue is a negative divergence: price has risen while moment…
4 months, 3 weeks ago
2-16-26 Margin Debt & the One-Stock Myth
Happy Presidents Day—today's show blends portfolio risk management with real-life planning (and a little chili controversy). We break down margin deb…
4 months, 3 weeks ago
2-13-26 529 Leftovers, Retirement First, & the Real Cost of Cars
What happens when the "perfect" financial plan doesn't happen—your kid skips college, your retirement clock is ticking, and the family budget gets am…
4 months, 3 weeks ago
2-12-26 The Value Rotation Illusion
"Value is back," the headlines say—so investors rush from mega-cap growth into "boring" staples, utilities, and healthcare. But here's the problem: s…
4 months, 3 weeks ago
2-12-26 Dollar Rally Risk - Overbought Markets | Before the Bell
Is the U.S. Dollar setting up for a deeper rally—and what does that mean for markets that have been riding the "weak dollar" trade? Lance Roberts wal…
4 months, 3 weeks ago
2-11-26 Q&A Wednesday: You Ask 'em, We'll Answer
It's Q&A Wednesday: You ask 'em, we'll answer—and today's episode covers the questions investors actually wrestle with when markets get noisy. Lance …
4 months, 3 weeks ago
2-11-26 Market Rotation Keeps Stocks Flat | Before the Bell
Markets are stuck in the same rhythm: rally, pull back, test support, and bounce again. After Tuesday's dip, futures are mildly higher this morning—b…
4 months, 3 weeks ago