Podcast Episodes
Back to Search5-29-24 Time to Rebalance Portfolios with NVIDIA
Markets have been doing well of late, thanks in part to the excellent performance of Nvidia, the one stalwart of the AI semiconductor chase. The stoc…
2 years, 1 month ago
5-24-24 What If I Get Named Executor of an Estate?
Markets falter; Nvidia and Cracker Barrel keeping up with the times; the Fed's impact on Markets: Could rates actually go back up? How spending habit…
2 years, 1 month ago
5-23-24 Who Will Profit Most from the Next Tech Boom?
Markets sold off on release of the latest FOMC Meeting minutes, which are a sanitized, finely-crafted version of what went on behind closed doors. Th…
2 years, 1 month ago
5-23-24 The Risk-Reward in NVIDIA
Why did we trim our holdings in NVIDIA before its earnings report release? The answer lies in our Daily Market Commentary. Basically, when it becomes…
2 years, 1 month ago
5-22-24 Why the Dot-Com Crash Feels Like a Distant Memory to Modern Investors
All eyes are on NVDIA's quarterly report: Why did we trim our position? How might this company disappoint investors? It's all about the guidance. FOM…
2 years, 1 month ago
5-22-24 Will markets Correct back to the 20-DMA?
The market is sitting at all-time highs, but trading over the last five days has been in a very tight range. Price gains at this point are going to b…
2 years, 1 month ago
5-21-24 The Risk of Relying on Benchmarking
During ripping bull markets, investors often start benchmarking, comparing their portfolio's performance against a major index; most often, the S&P 5…
2 years, 1 month ago
5-21-24 Will Ethereum ETF Sustain Market Rally?
The big debate in the SEC is whether Ethereum will be granted permisison to launch an ETF, a la Bitcoin, which would have the potential to boost Ethe…
2 years, 1 month ago
5-20-24 Disinflation Remains The Bigger Risk
NVDIA & Fed speakers are in the spotlight this week; stock buyback are running higher than normal. The risk of recession; when will the Fed cut rates…
2 years, 1 month ago
5-20-24 Markets are Prepared for a Bullish Cross
Markets finished last week on a positive note after hitting all-time highs. The question will be whether or not we get a bit of a pullback: Markets a…
2 years, 1 month ago