AI is coming to finance with some major Shifts to the investment landscape Sumo Politics in full force. We got a China deal, or did we? Seeking out innovation with our guest, Steven Sanders – EVP, Interactive Brokers. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Steve Sanders is Executive Vice President of Marketing & Produc…

How to invest, research and do it with skin in the game. Is the USD vulnerable? You may be surprised by the answer. How to identify under-the-radar opportunities. Guest, Frank Curzio – Curzio Research – the outlook into the end of the year. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Frank Curzio can be reached by email at [email protected] Fr…

The tariff saga continues – we got the The TACO trade and the courts now. The Big Beautiful Bill – in jeopardy. May was a jolly good month – equities ripped higher. Guest: Barry Ritholtz, Ritholtz Wealth Management, Host – Masters In Business and Author. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Barry L. Ritholtz is the c…

The economy looks okay – retailers say otherwise. The BIG Beautiful bill is on its way through the sausage factory. Spec Tech (like quantum stocks) still in rally mode. Guest: Tom Nelson, Franklin Templeton Funds NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Tom Nelson is a senior vice president and head of asset allocation p…

Consistency pays and it should be a basic discipline. Let’s talk about process and the plan. Deals and congressional actions are front and center. And our guest – Ed Easterling of Crestmont Research. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based…

The Art of the Steal? Powell holds firm on rates. Big announcement – UK deal – or was it? China meeting set for this weekend – looks like a lit of hot air. This week’s guest: Dan Faggella, Founder and Head of Research at Emerj Artificial Intelligence Research. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Daniel Faggella is t…

BOOM Tech earnings– a few big winners here! GDP goes negative – jobs numbers – pockets of concern. Yields down and the Fed is in play again. Tax Season ended, but it is never really over This week’s guest, Tax Expert – Dan Pilla.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Daniel Pilla is an expert in IRS procedure and advoc…

What a mess – markets under siege. Powell attacked, then a reversal – one week policy reversals. Market now pushing policy – Team Trump wakes up to reality. This week’s guest, Patrick O’Hare – Chief Market Analyst for Briefing.com. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Patrick has been with Briefing.com since 1997 and…

Tariff Turmoil – not getting much better Stock Market Chaos – Uncertainty reigns Recession Alarm – Is this a ticking time bomb? And our guest – Brian Dress from Left Brain Wealth Management NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Brian Dress is an Investment Advisor for Left Brain and also holds the position of Director…

It only took one week – Tariffs on – Tariffs off again Huge rally – seemed to give institutions to lighten up Damaging policies with long term impacts Some thoughts on emotions and markets And our Guest, Manual Blay – The Dow Theory.com – Newsletter – Home of the Schannep & Blay Timing Indicators. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTE…

Retaliation on the Retaliatory Tariffs – where does it end?Eat your vegetables – people!Put call ratio 1.6 and the VIX hits 45!Oil – 3-year low.This week's guest - Tim Knight – a self proclaimed permabear Tim Knight.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Tim Knight has been charting and trading since 1987. His first sto…

March needs a miraculous ending to force green.Tariffs - a means to their own ends. What does that mean?Gold continues its ascent.Tariffs to hit foreign manufactured car companies – Tesla on the right side of that trade.Our guest this week – David Gaffen, Break News editor at Reuters.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segme…

Money psychology by way of Buddhist teachings.Consumer confidence- waning.Markets - March Sadness with Lag 7.This week's guest: Wesley Gray - Founder, Alpha Architect. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)Wes Gray - After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finan…

First Level Thinking and how we got into this mess.A few market thoughts while sipping on tea.Financial Literacy Month – getting ready.Guest, Steve Sanders, EVP at Interactive Brokers. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Broke…

Are you better looking than average?Four (4) big behavior errors and the formula for a happy life.Recency bias, the Backfire Effect and more fascinating insights.Thinking about your brain on finance... A great topic to discuss with our Guest – Dr. Daniel Crosby - Chief Behavioral Officer with Orion.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOT…

Is it possible to invest like an IVY school endowment?Factor investing and a new 315 Exchange ETF!New investor advice – get your pencils sharpened !Our guest, Meb Faber co-founder and the Chief Investment Officer of Cambria Investment ManagementNEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Mr. Faber is a co-founder and the Chi…

Getting close to higher and higher highs...Economic reports holding strong!Oil on the move, VIX stable – what could go wrong?Guest: Vitaliy Katsenelson explains value investing and what he looks for in great stocks. His "Three Pillars" of quality are an important aspect of his research and what he looks for in companies that he plans to invest in f…

Surprise Inflation numbers, yet markets shrug it off.Axing government spending - shuddering entire agencies.Trend following and the "dumb/smart" money.Commodities on the move - great time to bring on our guest - Carley Garner of DeCarley TradingNEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Carley Garner is a futures and option…

The Tariff Kid - Tariff on Tariff off!US Manufacturing turns the corner.A quick check on earnings and some thoughts on the economy.And our guest - Danielle DiMartino Booth - the "Fed watcher"NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #Resea…

Markets get a gut punch on the wild AI ride.Big tech reporting – some interesting moves.Inflation – PCE inline.And our guest, Carson Block, Founder of Muddy Waters Research NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)Carson Block is the Chief Investment Officer of Muddy Waters Capital LLC, an activist investment firm. Muddy …

Degenerate economy trends.The Executive orders are flying.Startups, private equity and venture capital.And our guest, Howard Lindzon, Founder of Social Leverage. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)Howard Lindzon has over 20 years of experience in both public and private market investing. He previously founded and ma…

A CPI print driven rallyRebalancing Investment Portfolios and RiskAutonomous Driving's Impact on SocietyGuest - Ryan Zabrowski, CFP,MSF - Author of Time Ahead NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)Ryan Zabrowski, CFP, MSFHaving read more than 1,000 books on investing – and authored his own 500-page book in 2024 – Ryan’…

Volatility sparking upNo rate cuts until maybe June nowInauguration just days away – what is in store?Guest – Pat Camuso – crypto tax specialist NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)Patrick Camuso is a CPA and the Founder of Camuso CPA, an industry-leading firm working closely with cryptocurrency investors and web3 bu…

Ringing in the new yearLooking back to look aheadIt’s that time - the Parade of Guests of 2024 Learn More at http://www.ibkr.com/fundsFollow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/eNVESTOLOGY Info - https://envestology.com/Stocks me…

Can anyone become a market wizard? Looking at the common thread to success.December not what is was cracked up to be...2024 is coming to an end and we are looking towards 2025Inspired by Market Wizards with our guest, the renowned Jack Schwager. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)Mr. Schwager is a recognized industr…