Podcast Episodes
Back to Search2-16-26 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…
1 month, 2 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…
1 month, 2 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…
1 month, 2 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…
1 month, 2 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 …
1 month, 2 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…
1 month, 2 weeks ago
2-10-26 Duct Tape & WD-40 Your Portfolio Together
Markets rallied back into positive territory today, but the real risk-management lesson isn't the chart—it's behavior. Lance Roberts & Jon Penn unpac…
1 month, 3 weeks ago
2-10-26 Market Signals Melt-up | Before the Bell
Markets rebounded Monday and nearly tagged new highs—trend remains bullish, but leadership is rotating. After an early-year chase into Value, money i…
1 month, 3 weeks ago
2-9-26 Technology Stocks: Dead… or the Next Opportunity?
Technology stocks started February on the back foot as volatility spiked and leveraged trades unwound across markets—crypto first, then metals, then …
1 month, 3 weeks ago
2-9-26 100-DMA Holds, Volatility Returns | Before the Bell
Markets slid hard from near all-time highs—three straight down days that finally tagged and held the 100-DMA. That level has been a reliable "deeper …
1 month, 3 weeks ago