Shows
MoneyShow MoneyMasters PodcastGold Hitting Record Highs…Could $4,000 Be Next?In this episode of the MoneyShow MoneyMasters Podcast, Nancy Davis, founder of Quadratic Capital Management, and Mike McGlone, senior macro strategist at Bloomberg Intelligence, dive into what the end of a historic yield-curve inversion and a Fed cutting cycle could mean for investors – particularly in precious metals and bonds.
Nancy breaks down why traditional bond benchmarks may not offer the safety many assume, while Mike explains what’s fueling gold’s breakout and why deflation risks are back on the radar.
They also touch on central bank gold buying, ETF flows, and how i...
2025-09-0428 minMoneyShow MoneyMasters PodcastWho’s in Charge of Our Economy (if NOT the Fed)?In this episode of the MoneyShow MoneyMasters Podcast, Lyn Alden Schwartzer, founder of Lyn Alden Investment Strategy and contributing analyst to ElliottWaveTrader.net, discusses fiscal dominance — the rising influence of government deficits and spending over central banks on markets and inflation. She explains how this shift creates a hotter, less cyclical economic environment and what it means for investors navigating these changes in 2025.
Lyn also shares insights on the surge in precious metals, Bitcoin, and foreign markets, offers a cautious outlook on U.S. equities, and highlights the evolving impact of AI on the economy. Thi...
2025-08-2822 minMoneyShow MoneyMasters PodcastIs This the Golden Age of Macro Investing?In this episode of the MoneyShow MoneyMasters Podcast, Nicholas Bohnsack, President and CEO of Strategas Securities, and Amy Zhang, Executive Vice President and Portfolio Manager at Alger, reveal the powerful currents driving markets in 2025.
Nicholas breaks down the real implications of monetary policy moves, inflation trends, and labor market pressures – and shares his favorite investing themes. Meanwhile, Amy explains why and where small and mid-cap stocks are quietly outperforming, details how in-depth research can help drive results in the SMID space, and spotlights sectors and companies that are often overlooked.
From AI’s...
2025-08-2123 minMoneyShow MoneyMasters PodcastThe Downfall of the U.S. Dollar | Peter Schiff’s PredictionIn this episode of the MoneyShow MoneyMasters Podcast, Peter Schiff, Chief Global Strategist at Euro Pacific Asset Management, returns with his most urgent warning yet about the U.S. dollar and the bond market.
He explains why de-dollarization is accelerating as foreign central banks dump U.S. Treasuries for gold, why silver may be ready to outperform, and how tariff policy will backfire on the U.S. government and the bond market. Schiff warns the Fed has lost control of long-term rates and says the real crash will come when rate cuts and QE return, l...
2025-08-1418 minMoneyShow MoneyMasters PodcastInvestors, Avoid this 6-Letter Word at ALL Costs!Markets may be climbing, but are they telling the truth?
In this episode of the MoneyShow MoneyMasters Podcast, Keith Fitz-Gerald (Principal, Fitz-Gerald Group) and David Keller (President and Chief Strategist, Sierra Alpha Research) break down why investing based on what you think the markets SHOULD do – versus what they ARE DOING – can be so costly.
We also cover the technical and macro signals that reveal where the S&P 500 could be headed next. Plus, we discuss market breadth, sector rotation, fear vs. FOMO sentiment, and the risk indicators most investors overlook. (Bonus...
2025-08-0720 minMoneyShow MoneyMasters PodcastWhy Trading Has Gone Social (and What It Means for You!)Trading has gone social – and retail investors are now a market force Wall Street can’t ignore!
In this episode of the MoneyShow MoneyMasters Podcast, we dive into how platforms like Wolf Financial, Stocktwits, and Blossom are transforming the way everyday investors find ideas, build conviction, and connect in real time.
Gav Blaxberg (Wolf Financial), Tom Bruni (Stocktwits), and Tim Johnson (Blossom) reveal what’s trending right now, from meme stock comebacks to covered call ETFs, and how transparency, sentiment data, and social validation are reshaping modern investing behavior.
Whe...
2025-07-3122 minMoneyShow MoneyMasters PodcastAre America’s Markets Still Exceptional? Or is it Time to Bail?Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, joins the MoneyShow MoneyMasters Podcast to break down what’s really driving the market to new highs – and why American exceptionalism isn’t dead yet.
We cover why Big Tech still has room to run, which sectors she’s bullish on, and how trade deals and tariffs are quietly shaping inflation and growth.
Alicia also shares why gold is rallying, what investors often get wrong about geopolitical risk, and why long-term opportunities still favor the U.S. over international markets.
2025-07-2418 minMoneyShow MoneyMasters PodcastThe Evolution of Options Trading - What Every Investor Should KnowTop options specialists Bob Lang, President of Explosive Options; John Carter, Founder of Simpler Trading; Kevin Davitt, Head of Index Options Content at Nasdaq; and Michael Khouw, Chief Investment Officer at Optimize Advisors, join the MoneyShow MoneyMasters Podcast from the 2025 MoneyShow Symposium in Las Vegas to break down what’s driving the record surge in options trading, and how traders can stay ahead of the curve.
They discuss the rise of 0DTE strategies, the explosion in yield-enhanced ETFs, and how institutions and retail traders are both adapting. From the mechanics of daily options to real-world set...
2025-07-1713 minMoneyShow MoneyMasters PodcastWhy Crypto Is Much More Than Just Bitcoin NowAndy Baehr, Head of Product and Research at CoinDesk Indices, joins the MoneyShow MoneyMasters Podcast to unpack the latest in crypto news, from Bitcoin dominance to next-gen index products like CoinDesk 5 and CoinDesk 20.
We dive into the role of ETH, XRP, and other altcoins, how stablecoins and the Genius Act are reshaping the space, and why passive investing is gaining ground.
Whether you’re a longtime holder or just starting to look beyond Bitcoin, this conversation will help you cut through the noise, navigate the flood of new products, and see where...
2025-07-1026 minMoneyShow MoneyMasters PodcastAmerica’s Economic Future: The Impact of Powell, Mortgage Rates, & the DollarStocks are at all-time highs, but the US dollar is slumping and the Powell Fed is holding rates steady.
Mortgage rates and the housing market also remain stuck, leaving homebuyers and investors guessing.
In this MoneyShow MoneyMasters Podcast episode, Alejandra Grindal, Chief Economist at Ned Davis Research, and Kristina Hooper, Chief Market Strategist at Man Group, explain how Powell’s policy, the dollar’s decline, and stubborn mortgage rates are shaping the US economy. They also break down recession risks, inflation drivers, and whether the best investing and profit opportunities lie abroad o...
2025-07-0320 minMoneyShow MoneyMasters Podcast17 Minutes of Day Trading Advice You Wish You'd Heard EarlierAre you making the same day trading mistakes that cost most beginners their accounts?
In this episode of the MoneyShow MoneyMasters Podcast, Fausto Pugliese, founder of Cyber Trading University and author of How to Beat Market Makers at Their Own Game, shares the brutal truths about day trading that could have saved you years of losses.
You'll discover why traditional indicators don't work for day trading, how to read level 3 and level 4 quotes to see what market makers are really doing, and the "three T's" methodology for finding profitable trades. You’ll a...
2025-06-2617 minMoneyShow MoneyMasters PodcastWhy Iran vs Israel Can't REALLY Crush Oil Markets (But Can Help Gold)Are the headlines about Middle East energy chaos completely wrong? And how does the Iran vs. Israel conflict impact gold?
In today’s episode, we sit down with energy expert Anas Alhajji and World Gold Council strategist Joseph Cavatoni.
Alhajji exposes why Iran cannot truly “close” the Strait of Hormuz (80% of their own imports flow through it) while Cavatoni breaks down the 15-year central bank gold buying trend consuming 25%-30% of annual new gold production. You'll also discover why 83% of Gulf oil flows to Asia rather than the US, how America's energy i...
2025-06-1943 minMoneyShow MoneyMasters PodcastFull-Time Work is Dying (and Wall Street is Missing the Story)Markets are volatile, headlines are chaotic, and investors are nervous — but should they be?
In this episode of the MoneyShow MoneyMasters Podcast, financial journalist and co-founder of Opening Bell Daily, Phil Rosen, shares how elite investors cut through the noise, stay grounded during turmoil, and find alpha when others panic.
From Liberation Day turmoil to the Fed’s rate dilemma and the overlooked value of Boeing, Phil breaks down what is truly moving the markets — and how to build long-term conviction in an unpredictable economy.
Chapters:
00:00 – Introduction
00:43 – Phil Rosen’s Background an...
2025-06-1217 minMoneyShow MoneyMasters PodcastWhy a Weak Dollar Is Good for Gold (and Potentially Your Portfolio)Are the dollar’s losses and gold’s explosive rise signaling a global financial reset?
In this episode of the MoneyShow MoneyMasters Podcast, we speak with veteran trader Huzefa Hamid and wealth strategist Albert Lu to break down two of today’s most active trading arenas: Forex and precious metals.
From the DXY’s 9% YTD drop to gold’s 30% surge, discover what’s really driving these markets — and how smart traders can capitalize.
Chapters:
00:00 – Introduction
01:05 – Huzefa Hamid’s Journey to DailyForex.com
02:18 – Albert Lu on Gold’s Monetary Message
...
2025-06-0519 minMoneyShow MoneyMasters PodcastThe Hard Asset Revolution: Why it Will Spin Off FortunesIn this episode of the MoneyShow MoneyMasters Podcast, Larry McDonald, founder of The Bear Traps Report and the former Lehman Brothers VP who predicted the subprime crisis, reveals why we're heading into an unprecedented environment for hard assets that will reshape global markets — and create massive wealth for those positioned correctly.
Plus, Larry shares his contrarian take on Bitcoin's maturation, why the nuclear/uranium ETF (NUKZ) is outperforming semiconductors by a wide margin, what a drastic copper shortage could mean for that metal, and how the coming debt ceiling showdown in July will create massive mar...
2025-05-2917 minMoneyShow MoneyMasters PodcastHow Bond Yields Are Reacting to China’s Trade WarIs the bond market flashing a warning that most investors are ignoring?
In this episode of the MoneyShow MoneyMasters Podcast, Crossmark Global’s Chief Market Strategist Victoria Fernandez breaks down what the Moody’s downgrade of U.S. debt really means — and how tariffs, inflation, and political uncertainty are reshaping the fixed income landscape.
You’ll hear how Chinese trade tensions are impacting global yields, why bond market volatility is back, and what sectors investors should be cautious — or bullish — on right now. Victoria also unpacks the disconnect between soft data and hard data...
2025-05-2215 minMoneyShow MoneyMasters PodcastHow Are Trump's Tariffs Impacting CommoditiesAre commodities giving us a clearer read on the economy than the stock market?
In this episode of the MoneyShow MoneyMasters Podcast, Darrell Fletcher — Managing Director of Commodities at Bannockburn Capital Markets — shares what investors aren’t seeing beneath the surface of energy, metals, and macro markets.
Darrell breaks down why volatility is unfolding differently across crude oil, copper, and gold…how tariffs are distorting global pricing…and why U.S. shale producers are walking a tightrope around the $55–$60 oil price band. He also explains the surprising dynamics behind natural gas and LNG, base...
2025-05-1514 minMoneyShow MoneyMasters PodcastThe Hidden Forces Moving Oil and Gas PricesAre energy market conditions telling a different story than the headlines?
In this episode of the MoneyShow MoneyMasters Podcast, energy economist Anas Alhajji cuts through the noise to explain what’s really driving oil, gas, and energy markets — and what most investors are missing.
You’ll hear why oil pricing doesn’t match supply-and-demand fundamentals, how tariffs and political shifts are reshaping the LNG sector, why the old "Drill, Baby, Drill" model is outdated, and what myths persist behind the EV revolution. Plus, Anas breaks down the real drivers of natural gas volati...
2025-05-0825 minMoneyShow MoneyMasters PodcastIs Your Strategy Too Narrow for This Market?Is your investing strategy too narrow for today’s volatile markets?
In this episode of the MoneyShow MoneyMasters Podcast, we’re joined by Paul Hickey, co-founder of Bespoke Investment Group and one of the most respected market analysts on Wall Street. Known for his “fusion” approach to investing, Paul combines technicals, fundamentals, macro trends, and historical data to give a 360° view of what’s really moving the market—and what most people miss.
From volatility spikes to surprising earnings strength, Paul breaks down the disconnect between soft survey data and hard economic outcom...
2025-05-0116 minMoneyShow MoneyMasters PodcastU.S. Vs. Canada: Where Should Investors Turn Now?You’ve heard the term “in the money” when it comes to options — but what will it take for your entire portfolio to stay there in 2025?
In this episode of the MoneyShow MoneyMasters Podcast, we’re joined by Amber Kanwar, host of In the Money with Amber Kanwar and one of Canada’s most respected financial voices. With 15 years of experience covering Canadian and U.S. markets, Amber shares her frontline perspective on the changing investment landscape — and why investors can’t afford to ignore what’s happening north of the border.
From shifting sand...
2025-04-2418 minMoneyShow MoneyMasters PodcastWhat Does Sentiment Analysis Reveal About Today’s Market? w/ Tom BruniWhat if the most important signals in the market aren’t on a chart—but in the conversations traders are having online?
In this episode of the MoneyShow MoneyMasters Podcast, we’re joined by Tom Bruni, Editor-in-Chief and VP of Community at Stocktwits, the social platform behind the Cashtag and the upcoming Cashtag Awards in NYC.
From gold quietly outperforming to crypto’s mixed momentum, Tom explains where attention is flowing, what traders are avoiding, and why this is shaping up to be a trader’s market, not an investor’s one.
He also shares...
2025-04-1713 minMoneyShow MoneyMasters PodcastThe Marshalls’ SECRETS To Making Money In CHAOTIC MarketsWant to know how seasoned traders navigate wild volatility without losing their edge?
In this episode of the MoneyShow MoneyMasters Podcast, we’re joined by husband-and-wife trading pros Bruce Marshall, Senior Director of Options & Income Trading at Simpler Trading, and Tammy Marshall, Fibonacci Technical Analyst at ElliottWaveTrader.net.
Together, they break down how they approach chaotic markets with confidence—from sizing down and managing risk to using tools like Fibonacci clusters to stay on top of their trades. Tammy explains how she earned the nickname "Fibonacci Princess," while Bruce shares practical strate...
2025-04-1022 minMoneyShow MoneyMasters PodcastWhy Kenny Polcari Says 'Don't Panic' Over TariffsIn this episode, we sit down with Kenny Polcari, a seasoned financial expert and Chief Market Strategist at SlateStone Wealth, to discuss the latest tariff news and its impact on the financial markets.
Kenny shares his insights on why the market's reaction might be an overreaction and why investors should take a step back and not panic. He breaks down how to navigate the current volatility, covers the importance of staying diversified, explains why it's crucial not to make emotional decisions during turbulent times, and suggests that keeping a long-term investment perspective during periods of un...
2025-04-0407 minMoneyShow MoneyMasters PodcastStocks are FALLING, Gold is SURGING…What Should You Do?The markets have been flipped upside down. Stocks are tumbling, gold has soared past $3,000, and volatility is through the roof. Is this the start of a major shift, or just a temporary shakeout?
In this special “Market Roundtable” episode of the MoneyShow MoneyMasters Podcast, top financial experts Kenny Polcari, Tom Hayes, and Jim Bianco break down what’s driving markets and fueling investor uncertainty. From the unwinding of the Magnificent 7 boom…to rising global macro risks…to shifting expectations for the Fed, this episode dives deep into what’s next for investors – and how to position yourse...
2025-03-2028 minMoneyShow MoneyMasters PodcastWhat Separates WINNING Traders From Losing Ones // Adrian ManzWhy do so many traders fail? Is it the psychological traps that lead to reckless decision-making, emotional trading, and ultimately, blown accounts?
In this episode of the MoneyShow MoneyMasters Podcast, we’re joined by Adrian Manz, co-founder of TraderInsight.com. He shared insights from decades of trading experience and broke down the key factors that determine success in the markets.
Contrary to popular belief, more trades don’t mean more profits. Manz explains why focusing on fewer, higher-probability trades is the smarter approach.
Chapters:
00:00...
2025-03-1309 minMoneyShow MoneyMasters PodcastDid the Pandemic Permanently Change the Stock Market?Nearly five years ago, the COVID-19 pandemic reshaped the world in ways few could have imagined.
Lockdowns, economic turmoil, and unprecedented government interventions sent shockwaves through financial markets, forcing investors and policymakers to navigate one of the most volatile economic periods in modern history.
But what if the pandemic’s economic impact is far from over? What if its shadow lasts for decades, just as we’ve seen with past pandemics?
In this MoneyShow MoneyMasters Podcast episode, David Kotok, Co-Founder and Chief Investment Officer of Cumberland Advisors, joins us...
2025-03-0616 minMoneyShow MoneyMasters PodcastMeet THE HARDEST WORKING MAN in Financial Markets | Gav BlaxbergHow did Gav Blaxberg turn 40 hours a week in his mom’s house into a 5 billion-impression empire?
In this episode of the MoneyShow MoneyMasters Podcast, Gav Blaxberg, CEO of Wolf Financial, reveals how he went from a frustrated finance student to one of the most influential voices in financial education.
His insights might just change the way you think about investing.
Gav shares how he built Wolf Financial from the ground up, managing 50 of the largest finance and crypto content creators, hosting 100+ hours of Twitter Spaces weekly, and dr...
2025-02-2712 minMoneyShow MoneyMasters PodcastWhat Do Market Experts REALLY Think About Investing Now?Are the markets on the brink of a bull run, or is a correction looming?
In this episode of the MoneyShow MoneyMasters Podcast, recorded live at the 2025 MoneyShow Las Vegas, host Mike Larson sits down with Kristina Hooper, Chief Global Market Strategist at Invesco, and Ed Yardeni, President of Yardeni Research, to explore why they remain optimistic about the markets and what investors need to watch out for in 2025.
💡 Ed Yardeni and Kristina Hooper share why this could be a 'Triumph of Optimism' environment for the markets—even amid economic uncertainty, interes...
2025-02-2509 minMoneyShow MoneyMasters PodcastThe Biggest Investment Opportunity No One’s Talking About w/ Michael LeeIn this episode of the MoneyShow MoneyMasters Podcast, we’re joined by Michael Lee, founder of Michael Lee Strategies. Michael shares why he believes Palantir is the clear AI leader and why Wall Street is still underestimating the AI revolution.
We dive into Palantir’s explosive growth, how DeepSeek’s breakthrough actually benefits Nvidia, why Microsoft, Amazon, and Google are struggling to meet AI demand, the Nasdaq’s market volatility, the rise of autonomous driving with Tesla and Mobileye, and hidden investment opportunities beyond AI in AMD, Oracle, and infrastructure stocks.
CHAPTERS
00:00 - Introduc...
2025-02-2020 minMoneyShow MoneyMasters PodcastWill AI Stocks Continue to SKYROCKET? w/ Dan IvesAI stocks have been on fire, but can they keep climbing?
In this episode of the MoneyShow MoneyMasters Podcast, Dan Ives, Managing Director & Senior Equity Analyst at Wedbush Securities, shares his expert insights on the future of AI, Big Tech, and stock market trends in 2025.
💡 Dan Ives has been ahead of the curve on tech investing, calling this a "Champagne Moment" for AI stocks with plenty of “jet fuel” left for more gains.
We dive into AI’s next phase, the rise of second and third derivative AI plays, th...
2025-02-1312 minMoneyShow MoneyMasters PodcastTech Stock Investing Will NEVER Be the Same Again w/ Mark MahaneyThe tech sector has been both rewarding and volatile in recent years. With major shifts in AI, new regulatory policies, and changing ad market dynamics, investors have a lot to consider heading into 2025.
In this episode of the MoneyShow MoneyMasters Podcast, we break it all down with Mark Mahaney, Senior Managing Director & Head of Internet Research at Evercore ISI.
CHAPTERS 0:00 - Introduction
00:56 - DeepSeek AI Shakeup
02:36 - AI’s Impact on Tech Stocks
04:00 - Big Tech & Washington
06:23 - Tariffs & Market Effects
08:04 - Ne...
2025-02-0615 min
MoneyShow MoneyMasters PodcastRobert Bryce: Energy Investing During Trump 2.0Trump 2.0 has officially begun...and everything from stocks to currencies to crypto is moving in response. But what about ENERGY? How will underlying commodities like crude oil and natural gas – not to mention energy stocks – behave in the second Trump Administration? What impact will “Drill, baby, drill” policy...a lighter regulatory touch...and other factors have on production, supply, pricing, and more? I sat down with @RobertBryce – noted energy-sector author, lecturer, filmmaker, and podcaster – to get the answers for this week’s MoneyShow MoneyMasters Podcast.We begin by chatting about Robert’s extensive, multi-decade career covering the industry, which includes p...
2025-01-2318 minMoneyShow MoneyMasters PodcastYardeni Research's Eric Wallerstein: Stock Market at a CrossroadsThe stock market is at a crossroads. After the strongest back-to-back years for the S&P 500 since the late 1990s, investors are wondering what to expect in 2025. Will higher productivity, stronger earnings, and D.C. deregulation win out and propel equities higher? Or will higher-for-longer interest rates, geopolitical tensions, and “sticky” inflation hamstring markets? To cut through the fog and get some answers, I spoke with Eric Wallerstein, Chief Markets Strategist at Yardeni Research, for this week’s MoneyShow MoneyMasters Podcast.Eric starts by sharing his background, which included stints at the New York Fed’s repo desk and the...
2025-01-1617 minMoneyShow MoneyMasters PodcastBlake Morrow: Higher-Probability Trading in FX, Crypto, Stocks, & BondsThe best traders “stack” probabilities in their favor – using different types of analysis and multiple trading signals to increase their chances of success. They know how to manage risk. And they don’t dig their heels in when they face the “Right idea, wrong time” dilemma. Those are just a few of the pearls of wisdom shared by Blake Morrow, co-founder of Forex Analytix, in my latest MoneyShow MoneyMasters Podcast segment.We begin by discussing Blake’s background in the capital markets, including stints as part-owner of a Dallas brokerage and chief currency strategist for Wizetrade...
2024-12-1919 minMoneyShow MoneyMasters PodcastDavid Keller: Advice for Traders Amid Dow 45K, Nasdaq 20K, and Bitcoin $100KS&P 6,000. Nasdaq 20,000. Dow 45,000. And of course, Bitcoin $100,000. We’ve seen a lot of big, round numbers fall in 2024 – and not just in the stock market. But what’s happening BEHIND the curtain? Why should traders embrace “mindful investing” here – and focus on avoiding four “deadly sins?” I spoke with David Keller, President and Chief Strategist at Sierra Alpha Research, to get the answers in this MoneyShow MoneyMasters Podcast segment.We begin by discussing Dave’s new venture, Sierra Alpha, and how he’s looking to help both institutional and individual clients succeed more consistently. The conversation then pivots to market con...
2024-12-1215 minMoneyShow MoneyMasters PodcastSteve Sosnick: Options – Volatility, Valuations, & Trading TacticsSteve Sosnick is now Chief Strategist at Interactive Brokers, which entails writing about and talking about key developments in financial markets. But his options market experience spans decades, with stints in risk management, market making, trading model development and optimization, and prop trading. In this eye-opening MoneyShow MoneyMasters Podcast episode, he draws on those experiences to provide critical insights about the current market environment – and how traders and investors can best navigate it.We start by discussing Steve’s history in the options market, and how he transitioned from an in-the-trenches to public-facing role at what is now call...
2024-12-0525 minMoneyShow MoneyMasters PodcastMatt Hougan: Crypto's "Gamechanger" Moment & What's Next in a Pro-Crypto RegimeA pro-crypto president. A pro-crypto Congress. A pro-crypto SEC. That’s what the cryptocurrency industry will soon benefit from in this “Gamechanger” moment, according to Matt Hougan, Chief Investment Officer at Bitwise Asset Management. That, in turn, has enormous implications for investors in Bitcoin and other cryptocurrencies, which Matt and I explore in this week’s MoneyShow MoneyMasters Podcast.Our chat begins with a primer on Matt’s background and an overview of Bitwise, one of the largest crypto-focused investment management firms, with $11 billion in client assets across ETFs, funds, staking services, and active strategies. Next, we discuss the seismi...
2024-11-2914 minMoneyShow MoneyMasters PodcastBrian Lund on Trading: Why Our Biggest Enemy is Always the Person in the MirrorIf you’re a trader, you’re constantly doing battle with ONE enemy. An adversary who can make things more complicated than they need to be...who can be distracted by narratives, politics, and irrelevant earnings trends...who can commit serious “chart crimes”...and more. The enemy? Yourself. That’s what Brian Lund, Publisher of The Lund Loop, warns about in this week’s MoneyShow MoneyMasters Podcast episode.A retail trader who began trading stocks in 1985, Brian now helps educate fellow traders online. He begins by discussing why “Trading isn’t easy, but it doesn’t have to be complicated”...
2024-11-2115 min
MoneyShow MoneyMasters PodcastX Space with WOLF Financial: Market Analysis with Jim Bianco, Carley Garner, Jason BodnerIn this episode of the Money Masters Podcast, we bring you highlights from a recent X Space featuring top financial experts discussing market trends, investment strategies, and upcoming MoneyShow events.Host Mike Larson, Editor-in-Chief at MoneyShow, previews the Sarasota MoneyShow Masters Symposium (Dec 5-7), sharing insights on the economy, interest rates, and alternative investments. Guest speakers Jim Bianco, Carely Garner, and Jason Bodner dive into the bond market, small-cap opportunities, commodities, and more. Key topics include:The largest short positions in bonds and their implications.
Seasonality trends in stocks and commodities.
Insights on Bitcoin and its evolving role in the...
2024-11-1959 minMoneyShow MoneyMasters PodcastX Space with WOLF Financial: Market Analysis with Jim Bianco, Carley Garner, Jason BodnerIn this episode of the Money Masters Podcast, we bring you highlights from a recent X Space featuring top financial experts discussing market trends, investment strategies, and upcoming MoneyShow events.Host Mike Larson, Editor-in-Chief at MoneyShow, previews the Sarasota MoneyShow Masters Symposium (Dec 5-7), sharing insights on the economy, interest rates, and alternative investments. Guest speakers Jim Bianco, Carely Garner, and Jason Bodner dive into the bond market, small-cap opportunities, commodities, and more. Key topics include:The largest short positions in bonds and their implications.Seasonality trends in stocks and commodities.Insights on Bitcoin and its evolving role in the...
2024-11-1959 minMoneyShow MoneyMasters PodcastBMO’s Brian Belski: Why You Should Believe in this Bull Market (Even if No One ELSE Does!)Yes, you should believe in the bull market...even if no one ELSE does! That’s the take Brian Belski, Chief Investment Strategist at BMO Capital Markets, shared with me in this week’s MoneyShow MoneyMasters Podcast. If there’s anyone whose track record speaks for itself, it’s his. Already one of Wall Street’s most ardent bulls, he raised his 2024 year-end S&P 500 target to 6,100 in September (from 5,600 before). Some scoffed. But earlier this week, the S&P closed above 6,000 for the first time!Brian begins the conversation by discussing why he made that move – and how things h...
2024-11-1412 minMoneyShow MoneyMasters PodcastJim Bianco & Jeff Hirsch: The NEXT Big Battle – Post-Election MarketsThe fight for the White House is over. The fight for your portfolio is just beginning. Now that Donald Trump has won the 2024 presidential election, and Republicans may end up controlling both branches of Congress, markets are reacting swiftly and strongly – and new leaders (and laggards) are emerging. In this week’s MoneyShow MoneyMasters Podcast, Jim Bianco, President and Macro Strategist at Bianco Research, and Jeff Hirsch, Editor-in-Chief of The Stock Trader’s Almanac and Almanac Investor, explain what is happening, why it’s happening, and what you can do to adapt and profit as an investor.We...
2024-11-0724 minMoneyShow MoneyMasters PodcastSimpler Trading Founder John Carter: Snakebit by Stocks? Follow These TipsIf you come across a rattlesnake in the woods, don’t pick it up. Sounds obvious, right? But many traders fail to understand how that principle applies to their “buys” and “sells.” So says John Carter – founder of Simpler Trading, long-time market educator, and author of Mastering the Trade – in this week’s MoneyShow MoneyMasters Podcast.We begin by discussing John’s quarter-century in the business, including how he got started trading, what important lesson he learned about asymmetrical risk early on, and why you can’t get trapped by “your own emotions or dopamine addictions” if you want to achieve long-ter...
2024-10-3115 minMoneyShow MoneyMasters PodcastCameron Dawson: Stocks... Respect THIS. Don't Ignore THAT.Want to stay a step ahead of this stock market? Not just in the remainder of 2024, but 2025 as well? Then you should respect one market force, but not ignore another. That’s the guidance shared by Cameron Dawson, Chief Investment Officer of NewEdge Wealth, in this MoneyShow MoneyMasters Podcast segment recorded on-site at our Orlando conference.Our conversation begins with a recap of Cameron’s past work as a strategist and an industrials analyst, the latter of which she says “lends itself quite well to making predictions about the broader economy and markets.” On that score, she feels we have...
2024-10-2413 minMoneyShow MoneyMasters PodcastAlejandra Grindal: Back Into Balance – Jobs, Inflation, & MarketsBack into balance. That’s where the job market, U.S. inflation, and other key economic indicators are headed. And THAT has major 2025 implications – both for the underlying economy AND the stock market. Those were just a few of the key insights Alejandra Grindal, chief economist at Ned Davis Research, shared with me for this week’s MoneyShow MoneyMasters Podcast segment.We begin by putting the strong September labor market report into context. She discusses what it said about payrolls, wages, and earnings – along with what other reports have shown about consumer sentiment and spending, manufacturing, and inflation. Alejandr...
2024-10-1715 minMoneyShow MoneyMasters PodcastRosenberg Research's Dylan Smith: Recession? Not YET. But...We have not YET seen a recession in Canada or the U.S., at least from a “headline” GDP standpoint. But on a per-capita/ex-immigration basis, Canada is already there...and the U.S. may not be far behind. That’s what Dylan Smith, vice president and senior economist at Rosenberg Research, told me for this week’s MoneyShow MoneyMasters Podcast segment, recorded on-site at our recent Toronto conference.In Dylan’s view, stimulus checks from the U.S. government padded consumer spending during and after the pandemic. But the savings Americans accumulated have now been “spent down” – leaving spending...
2024-10-1005 minMoneyShow MoneyMasters PodcastSam Stovall: The Election, The Fed, & The Market Road AheadWhat stocks should you buy? What sectors should you target? Ask 10 different experts and you might get 10 different answers. But Sam Stovall, Chief Investment Strategist at CFRA Research, likes to provide answers grounded in factual analysis, hard data, and historical patterns. And he joined me for an enlightening and actionable discussion on current market conditions and attractive investment opportunities for this MoneyShow MoneyMasters Podcast segment.We start by discussing the three primary forces that drove markets higher in Q3...and that will continue to influence them in Q4. They include Chinese economic stimulus, fading inflation pressures, and a...
2024-10-0319 minMoneyShow MoneyMasters PodcastMichael Gayed: What’s Leading, What’s Lagging, What to Buy (and Sell!)You can tell a lot about the market by analyzing what sectors and stocks are leading...and what sectors and stocks are lagging. So, what message are the markets sending out NOW? What should investors consider buying...or selling...as we head into the fourth quarter of 2024? To get the answers to those questions, I invited Michael Gayed, editor of the Lead-Lag Report and host of the Lead-Lag Live Podcast, to join me for this week’s MoneyShow MoneyMasters Podcast segment.We begin by discussing the August selloff, the September rebound, and what the wild action says about ma...
2024-09-2619 minMoneyShow MoneyMasters PodcastBONUS • Public's Stephen Sikes: Amid $84 Trillion Transfer, What Should Younger Investors Know (& Do)?More than $84 TRILLION in stocks, real estate, and other assets will gradually transfer from the portfolios of Baby Boomers to the Gen X, Millennial, and Gen Z generations. But with so much wealth being passed on – and so many NEW investment options available at the tap of a smartphone screen – how should younger investors adapt? What are today’s investing and trading platforms and providers doing to educate and empower them? And what do they need to know about new funds, alternatives, tools, research, and content available to them? I sat down with Stephen Sikes, Chief Operating Officer at Public, for a...
2024-09-2519 min
MoneyShow MoneyMasters PodcastCIBC’s Benjamin Tal: Rates, Recession Risk, Real EstateBoth the Federal Reserve and Bank of Canada have kicked off interest rate-cutting cycles. Both the U.S. and Canadian economies are facing questions about recession risk. And both U.S. and Canadian investors are wondering what’s next for stocks, real estate, currencies, and commodities. That’s why I sat down with Benjamin Tal, Deputy Chief Economist at CIBC Capital Markets, just ahead of our wildly successful 2024 MoneyShow Toronto conference. He covered all the bases for the benefit of investors in this week’s MoneyShow MoneyMasters Podcast segment.
We begin with a discussion of Canada’s economy, and how...
2024-09-1917 minMoneyShow MoneyMasters PodcastCIBC's Benjamin Tal: Rates, Recession Risk, Real EstateBoth the Federal Reserve and Bank of Canada have kicked off interest rate-cutting cycles. Both the U.S. and Canadian economies are facing questions about recession risk. And both U.S. and Canadian investors are wondering what’s next for stocks, real estate, currencies, and commodities. That’s why I sat down with Benjamin Tal, Deputy Chief Economist at CIBC Capital Markets, just ahead of our wildly successful 2024 MoneyShow Toronto conference. He covered all the bases for the benefit of investors in this week’s MoneyShow MoneyMasters Podcast segment.We begin with a discussion of Canada’s economy, and how...
2024-09-1917 minMoneyShow MoneyMasters PodcastPeter Schiff: Act NOW to Avoid Debt and Dollar DebacleCrushing government debt. A deepening recession. A collapsing US dollar. Chaos in the financial markets. It could soon be headed your way. But all is not lost, either. Target the right commodities, stocks, and markets, and you won’t just come out relatively unscathed. You’ll have the chance to pocket sizable profits. That’s the worldview and advice shared by Peter Schiff, chief global strategist at Euro Pacific Asset Management, in this week’s MoneyShow MoneyMasters Podcast segment.Peter starts by comparing TODAY’s environment to the one leading up to the 2008-2009 Great Financial Crisis. In his words...
2024-09-1221 minMoneyShow MoneyMasters PodcastTom Hayes: “Turnaround Tom” Talks Stocks, Strategies for 2024-25The stock market is having a great year...but August and September have been much more volatile. Two key market catalysts are looming, too: A Federal Reserve meeting in September, where we’ll likely get the first rate cut in four-plus years, AND the presidential election in November. So, what stocks and strategies make the most sense? Where can investors find a built-in margin of safety AND the potential for doubles, triples, or even “multi-baggers”? I checked in with the man nicknamed “Turnaround Tom” for this week’s MoneyShow MoneyMasters Podcast segment. He is Tom Hayes, founder, chairman, and managing member of Gr...
2024-09-0517 minMoneyShow MoneyMasters PodcastDeep Sector Dive: Top Investor Buys in Energy and UtilitiesHow is the energy transition going? It depends on who you ask. But for energy investors, plenty of profit opportunities remain in both traditional oil and gas stocks and companies focused on renewable power – and should continue to do so for years. Meanwhile, utilities are quietly dominating the 2024 sector performance race – driven by everything from a friendlier Federal Reserve to AI-fueled electricity demand growth. To help you understand and capitalize on these trends, I take a deep sector dive into energy and utilities for this week’s MoneyShow MoneyMasters Podcast episode. Joining me are Roger Conrad, Editor of Conrad’s Utility...
2024-08-2931 minMoneyShow MoneyMasters PodcastAshraf Laidi & Jerry Robinson: Smarter Swing Trading & Top Picks in Gold, Stocks, BitcoinHow can you improve your swing trading results? Why should you care about the yen carry trade, the Treasury yield curve, and the AI “Boom or Bust” debate? What important intermarket relationships should you be watching when trading currencies, gold, and Bitcoin? In this special “Trader Talk” edition of the MoneyShow MoneyMasters Podcast episode, I sat down with Ashraf Laidi, founder of Intermarket Strategy Ltd., and Jerry Robinson, trend trader and founder of Followthemoney.com, to get all of those answers – and much MORE!Ashraf and Jerry start by outlining their backgrounds in the markets and how they b...
2024-08-2229 minMoneyShow MoneyMasters PodcastTop Stock Picks from Stocktwits' Tom Bruni, Weiss Ratings' Sean Brodrick, & Keystone's Ryan IrvineWhat stocks should YOU be targeting in the second half of 2024...and WHY? For this special extended-edition MoneyShow MoneyMasters Podcast episode, I gathered three of our top expert contributors together to give you the answers. They are Ryan Irvine, president and CEO at KeyStone Financial...Tom Bruni, head of market research at Stocktwits...and Sean Brodrick, senior editor at Weiss Ratings.They begin by sharing their backgrounds and what it is each of their companies do for investors and traders. Ryan emphasizes his firm’s bottoms-up research on thousands of US...
2024-08-1531 min
MoneyShow MoneyMasters PodcastTop Stock Picks from Stocktwits’ Tom Bruni, Weiss Ratings’ Sean Brodrick, & Keystone’s Ryan IrvineWhat stocks should YOU be targeting in the second half of 2024...and WHY? For this special extended-edition MoneyShow MoneyMasters Podcast episode, I gathered three of our top expert contributors together to give you the answers. They are Ryan Irvine, president and CEO at KeyStone Financial...Tom Bruni, head of market research at Stocktwits...and Sean Brodrick, senior editor at Weiss Ratings.
They begin by sharing their backgrounds and what it is each of their companies do for investors and traders. Ryan emphasizes his firm’s bottoms-up research on thousands of US...
2024-08-1531 minMoneyShow MoneyMasters PodcastUBS's Mike Ryan: Fractures, Factions, & Two More Powerful Forces Driving the Economy and MarketsMike Ryan is Vice Chairman of UBS Global Wealth Management. In this MoneyShow MoneyMasters Podcast episode, recorded onstage at our Las Vegas Symposium in August 2024, Mike discusses the four powerful forces impacting the economy and the markets – and how investors should adapt to their growing influences. He calls them geopolitical fracturing, social factioning, economic calcification, and technology factoring.In Mike’s words, “the world is becoming a more contentious place” and that will impact everything from U.S. trade relationships to consumer shopping habits to corporate/government interaction. Increased tribalism at home and reduced economic mobility will als...
2024-08-0811 minMoneyShow MoneyMasters PodcastMorningstar's Christine Benz: Smart Investing, Tax, and Insurance Moves for Mid-Year PlanningChristine Benz is Director of Personal Finance at Morningstar and author of the soon-to-be-released book How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. In this wide-ranging MoneyShow MoneyMasters Podcastepisode, we discuss the risks to investors of recency bias, steps to take ahead of “decumulation,” important long-term care insurance trends, and tax planning ahead of and after the 2024 presidential election.We start by chatting about the long-running stock market rally and how it’s creating risks for investors – risks that seem more tangible in light of July’s violent market rotation. Christine covers the benefi...
2024-08-0117 minMoneyShow MoneyMasters PodcastJonathan Hoenig: Why Price is Primary, How to Profit in This Market, & When to “Go Fishing”Jonathan Hoening is Portfolio Manager at Capitalistpig Hedge Fund. In this MoneyShow MoneyMasters Podcast episode, we discuss the current mega-shift underway in the stock market, how investors should respond, and why price is always…ALWAYS...primary. Diving right in, Jonathan explains why “paralysis by analysis” often afflicts investors. Overthinking fundamentals, earnings, insider buying/selling, or other factors can get in the way of just reacting to – and profiting from – action in the markets. He notes that the recent rotation out of big cap tech and into value stocks, small caps, and “anything but exotic” names is a prime example. He th...
2024-07-2514 minMoneyShow MoneyMasters PodcastBloomberg's Eric Balchunas: Ether, Gold Funds, "Boomer Candy & Hot Sauce"Eric Balchunas is Senior ETF Analyst at Bloomberg Intelligence. In this MoneyShow MoneyMasters Podcast episode, we discuss the state of the ETF industry in 2024 – including all the new and exciting products that investors can choose from (as well as whether they SHOULD!) He begins by discussing how roughly 70% of flows still go into traditional, passive ETFs that track the S&P 500 on the cheap...but that the remainder of the flows are going into two categories of funds: “Boomer Candy” and “Hot Sauce” ETFs. The former term refers to ETFs that use things like covered calls and buffer strategies...
2024-07-1818 minMoneyShow MoneyMasters PodcastPeter Boockvar: Smarter Investing Strategies & Sectors for a Two Economies, Two Markets WorldPeter Boockvar is Chief Investment Officer at Bleakley Financial Group, as well as editor of The Boock Report markets newsletter. In this MoneyShow MoneyMasters Podcast episode, we take a 360-degree tour of the markets, the economy, Federal Reserve policy, and the most (and least) promising strategies, sectors, and asset classes for 2024-2025.We start with a discussion of the “two different economies, two different stock markets” problem – why that’s the case, who’s winning, who’s losing, and how and when this “glaring gap of historic proportions” could get closed. Peter then shifts to a discussion of th...
2024-07-1115 minMoneyShow MoneyMasters PodcastBrien Lundin & Omar Ayales: The Golden Era – Why Precious Metals are SurgingBrien Lundin is executive editor of Gold Newsletter. Omar Ayales is editor of Gold Charts R Us. In this special, double-length MoneyShow MoneyMasters Podcast episode, I sit down with both of them to discuss the “golden era” we’re seeing in precious metals – and how investors can profit.Brien starts by explaining how central bank buying in China and elsewhere has been a powerful force driving gold prices higher. Several countries are trying to de-dollarize, or otherwise protect themselves from current or potential future U.S. moves to weaponize the dollar and implement sanctions. He then notes that U.S.-bas...
2024-07-0828 minMoneyShow MoneyMasters PodcastNancy Tengler: Top Stocks, the AI Boom, & How to Profit “When the Hedgies Go to the Hamptons”Nancy Tengler is CEO and CIO of Laffer Tengler Investments. In this MoneyShow MoneyMasters Podcastepisode, we cover her market outlook, favorite sectors, thoughts on market concentration, and what you have to do as an investor “when the Hedgies go to the Hamptons!” The conversation starts with a discussion of her big-picture themes, including why she still likes the technology sector and companies that are profiting from the “Fourth Industrial Revolution.” She believes the AI boom is NOT like the Dot-Com Bubble, citing several reasons, including how AI tech is revolutionizing operations and boosting productivity at companies like Walmart...
2024-06-2714 minMoneyShow MoneyMasters PodcastSimpler Trading's Mary Ellen McGonagle: 3 Top Stocks, 2 Key Indicators, & 1 Tech Trend You CAN’T MissMary Ellen McGonagle is Senior Managing Director of Equities at Simpler Trading, Editor of the MEM Edge Report, and an educator for StockChartsTV on YouTube. In this MoneyShow MoneyMasters Podcast episode, we cover the outlook for the stock market, standout sectors like technology, and why the AI boom is NOT like the Dot-Com Bubble all over again.We start by chatting about Mary Ellen’s background covering stocks and fixed income markets for firms like Goldman Sachs and William O’Neil + Company, plus her more recent work for Simpler Trading and the MEM Edge Report. Her aim...
2024-06-2012 minMoneyShow MoneyMasters PodcastUS News & World Report's Patrick Duffy & John Divine: Real Estate & REIT Catalysts, Challenges, & SubsectorsJohn Divine is Assistant Managing Editor of Investing at U.S. News & World Report, while his colleague Patrick Duffy is Senior Real Estate Economist there. In this MoneyShow MoneyMasters Podcast episode, the three of us discuss the current and future states of the residential and commercial real estate markets – and how investors can navigate shifting industry conditions.John and Patrick begin by discussing their backgrounds, which include a combined three-plus decades analyzing, researching, consulting for, and writing about the industry. Patrick then shares his take on the housing market, including its two main challenges – and the emer...
2024-06-1319 minMoneyShow MoneyMasters PodcastLuke Lloyd: Debt, Spending, AI, Energy, & The 2024 ElectionLuke Lloyd is a Wealth Advisor and Investment Strategist at Strategic Wealth Partners. In this MoneyShow MoneyMasters Podcastepisode, Luke starts by talking about “one of the biggest contributing factors keeping this whole economy afloat” – the debt cycle. He says the government is racking up $1 TRILLION in new debt every 100 days...consumers are increasingly using “Buy Now, Pay Later” plans to fuel spending...and corporations are refinancing old debt with new debt carrying higher interest rates. Luke then talks about the Federal Reserve’s role in all this debt creation, while sharing a key reason why higher rates haven’t real...
2024-06-0614 minMoneyShow MoneyMasters PodcastMichael Lee: AI Stocks, ETF Picks, Plus The Case for $5K Gold & $200K BitcoinMichael Lee is a 20-plus-year veteran of the financial services industry and Founder of Michael Lee Strategy. In this MoneyShow MoneyMasters Podcast episode, we cover the outlook for stocks, gold, and cryptocurrencies – plus the “Arms Race” that is minting profits for properly positioned investors. Mike starts by noting the frequency of data revisions and other quirks with the economy lately. But he adds that “we’re not going into a recession anytime soon” and that while inflation may prove “sticky,” it isn’t reaccelerating in a “violent” way. In fact, Michael sees a trifecta of reasons why this should be a “pretty sp...
2024-05-3016 minMoneyShow MoneyMasters PodcastDana Samuelson of American Gold Exchange: Debt, De-Dollarization, & DebasementDana Samuelson is President of American Gold Exchange, as well as a four-decade-plus numismatist, dealer, and trader in the precious metals market. In this sponsored MoneyShow MoneyMasters Podcast episode, he lays out his bullish case for precious metals. Dana believes gold and silver are performing so well – despite occasional, traditional metals headwinds like rising interest rates and a rising U.S. dollar – because of several overwhelming forces. They include surging government debt, strong central bank buying, and geopolitical threats/war in parts of the world. He notes that global central banks are buying a much larger percentage of mine...
2024-05-2806 minMoneyShow MoneyMasters PodcastPete Najarian: Financials, Metals, Meme Stocks, & AI Plays Beyond NvidiaPete Najarian is Co-Founder of Market Rebellion and a long-time options educator and trader. In this MoneyShow MoneyMasters Podcast episode, we cover a wide range of big-picture topics like the economy and Federal Reserve policy...as well as which stocks, sectors, and asset classes investors should be looking most closely at here. Pete starts the conversation by reiterating that the early-year talk of five, six, or seven Fed interest rate cuts never made sense to him. Now, markets seem to be on roughly the same page as him – with maybe one cut, maybe no cuts being the likeliest po...
2024-05-2316 minMoneyShow MoneyMasters PodcastEd Yardeni & José Torres: Stocks, Spending, & Shock Absorbers in This MarketEdward Yardeni is President of Yardeni Research. Jose Torres is Senior Economist at Interactive Brokers. Both market experts joined me for a MoneyShow MoneyMasters Podcast episode recorded from the floor of our Investment Masters Symposium Silicon Valley. Our goal? To talk growth, spending, and where investors should put their money in the rest of 2024.Ed started by explaining the economy’s resilience in the face of higher interest rates – including the one thing Baby Boomers are doing to keep growth chugging along. He still thinks inflation will cool and recommends that the Fed should “take the rest o...
2024-05-1609 minMoneyShow MoneyMasters PodcastBKForex’s Boris Schlossberg: the Dollar, the Yen, & the Prop Trading ExplosionBoris Schlossberg is Co-Founder of BKForex.com, as well as a long-time commentator on currency market trends. In this MoneyShow MoneyMasters Podcast episode, we take a trip around the forex world, talking about forces driving the dollar, the yen, the Chinese yuan, and other world currencies. Boris starts by discussing his expectations for Federal Reserve policy, the impact of the wealth effect on the U.S. economy, and where the greenback stands vis-à-vis the other majors. He explains why the Japanese are fighting a “hopeless battle” by intervening heavily to support the 160 dollar-yen level – and also why chatter...
2024-05-0918 minMoneyShow MoneyMasters PodcastSimpler Trading’s Danielle Shay: Options Trading Tactics, The Outlook for Tech, & 2024 Market TrendsDanielle Shay @traderdanielle is Vice President of Options at Simpler Trading, as well as chief commentator on the trader education website www.fivestartrader.com. In this MoneyShow MoneyMasters Podcast episode, she joins me for a deep dive discussion on options trading tactics and stock market trends.Danielle first covers the loss of momentum in sectors like technology and financials over the last few weeks. She notes how high expectations were heading into Q1 earnings...but how company executives like JPMorgan Chase & Co. (JPM) CEO Jamie Dimon have shared more muted outlooks on their operations...
2024-05-0114 minMoneyShow MoneyMasters PodcastJeff Hirsch, J.C. Parets, Steve Strazza: Market Experts Talk Stocks, Commodities, Options, and MoreJeff Hirsch is editor-in-chief of The Stock Trader’s Almanac and Almanac Investor, while JC Parets and Steve Strazza are the founder and director of research at All Star Charts, respectively. In this lively, entertaining, and actionable MoneyShow MoneyMasters Podcast episode, we give viewers a 360-degree review of the market action so far in 2024...and what investors and traders should expect in the months to come.We start by talking about the technical and seasonal outlook for stocks, including why 2024 is NOT the same as 2023 when it comes to market composition and breadth. We also discuss what impact th...
2024-04-1825 minMoneyShow MoneyMasters PodcastMish Schneider & Kenny Polcari: Stock Strategists Talk "No Landing" Scenario, Supercycles, Small Caps, and the S&P 500Mish Schneider is chief strategist at MarketGauge.com, and Kenny Polcari is chief market strategist at SlateStone Wealth. Both sat down with me at the 2024 MoneyShow/TradersEXPO Las Vegas to share their take on stocks, sectors, gold, currencies, and more in this MoneyShow MoneyMasters Podcast twofer.Mish kicks things off by sharing her "still photograph" theory on the markets and the economy, noting that "everything's pretty good" with earnings, interest rates, and growth stocks, even if we have issues with government debt and lingering inflation. She doesn't think the Federal Reser...
2024-03-1421 minMoneyShow MoneyMasters PodcastJeff Hirsch & Carter Worth: Super Boom or Chop & Churn? Two Stock Market Experts Square Off on the 2024 OutlookJeff Hirsch is editor-in-chief of The Stock Trader’s Almanac, as well as the author of the 2011 book Super Boom. Carter Worth is CEO and founder of Worth Charting, as well as a technical analyst with decades of experience on Wall Street. I talked to both stock market experts at the 2024 MoneyShow/TradersEXPO Las Vegas to get their outlooks on the year – and the result is this double-barreled MoneyShow MoneyMasters Podcastsegment.In it, Jeff explains why he expects a strong year for stocks, with gains of 8% to 15% broadly speaking. His...
2024-03-1220 minMoneyShow MoneyMasters PodcastRalph Acampora & Craig Johnson: Markets, the Election, Trading Tips, & The “Mag 7”-To-“Lag 7” TransitionRalph Acampora is Hedge Fund Advisor for Hedge Friend, as well as an expert technician with several decades of experience. His nickname? The “Godfather of Technical Analysis.” Craig Johnson is Managing Director and Senior Technical Analyst at Piper Sandler & Co. Both living trading legends sat for an interview at the 2024 MoneyShow/TradersEXPO Las Vegas – and the result is this double-barreled MoneyShow MoneyMasters Podcast segment.Ralph and Craig start off discussing the current market environment, noting how some stocks are in “nosebleed territory” and why a short-term pullback followed by a trading-range is the most l...
2024-03-0713 minMoneyShow MoneyMasters PodcastDan Ives & Keith Fitz-Gerald: Big Tech Bulls Talk AI, NVIDIA, Cloud Computing, & a “Year for the Record Books”Dan Ives is Managing Director and Senior Equity Analyst at Wedbush Securities. Keith Fitz-Gerald is Principal of the Fitz-Gerald Group. I sat down with both market experts at the 2024 MoneyShow/TradersEXPO Las Vegas to talk technology stocks, Artificial Intelligence (AI), the “Magnificent Seven,” cloud computing, and more. The result is this double-length MoneyShow MoneyMasters Podcast segment in which they explain why 1) YES, “Big Tech” can get bigger and 2) NO, that’s not a problem for markets. If anything, it’s GOOD for stocks.Dan kicks things off by explaining why he thinks we’re only in the fi...
2024-02-2917 min
MoneyShow MoneyMasters PodcastCharlie Shrem: AI, RWAs, Bitcoin ETFs, the Flood, & How Investors Can Profit in CryptoCharlie Shrem is an American entrepreneur and long-time fixture in the cryptocurrency industry. A founding member of the Bitcoin Foundation, he is also general partner of Druid Ventures, editor of the Crypto Investor Network, and host of The Charlie Shrem Show Podcast.
In this fascinating interview, Charlie covers several major developments in the Bitcoin and cryptocurrency space – including those most important to both private and public investors. As Charlie noted in a recent Tweet: “THE FLOOD IS COMING. Prepare now.” That’s because the mainstreaming of Bitcoin and developments in Decentralized Finance (DeFi) are unleashing a wave of innovati...
2024-02-0120 minMoneyShow MoneyMasters PodcastCharlie Shrem: AI, RWAs, Bitcoin ETFs, the Flood, & How Investors Can Profit in CryptoCharlie Shrem is an American entrepreneur and long-time fixture in the cryptocurrency industry. A founding member of the Bitcoin Foundation, he is also general partner of Druid Ventures, editor of the Crypto Investor Network, and host of The Charlie Shrem Show Podcast.In this fascinating interview, Charlie covers several major developments in the Bitcoin and cryptocurrency space – including those most important to both private and public investors. As Charlie noted in a recent Tweet: “THE FLOOD IS COMING. Prepare now.” That’s because the mainstreaming of Bitcoin and developments in Decentralized Finance (DeFi) are unleashing a wave of innovati...
2024-02-0120 min
MoneyShow MoneyMasters PodcastEvercore ISI’s Mark Mahaney & James West: Big Tech, Big Oil, Digital Ads, Clean Energy, & Their Top 2024 PicksMark Mahaney is senior managing director and head of Internet research at Evercore ISI. His colleague James West is senior managing director and partner, and a specialist on the energy sector. In this double-length MoneyShow MoneyMasters Podcast segment, these industry titans weigh in on the state of Big Tech, Big Oil, the energy transition, the key forces driving tech stocks in 2024, and much more. Mark kicks things off by laying out his case for being “Compound Constructive” in the tech sector, even as he says we likely won’t see the kind of “once in a decade opportunity” we had there in 2...
2024-01-2521 minMoneyShow MoneyMasters PodcastEvercore ISI's Mark Mahaney & James West: Big Tech, Big Oil, Digital Ads, Clean Energy, & Their Top 2024 PicksMark Mahaney is senior managing director and head of Internet research at Evercore ISI. His colleague James West is senior managing director and partner, and a specialist on the energy sector. In this double-length MoneyShow MoneyMasters Podcast segment, these industry titans weigh in on the state of Big Tech, Big Oil, the energy transition, the key forces driving tech stocks in 2024, and much more. Mark kicks things off by laying out his case for being “Compound Constructive” in the tech sector, even as he says we likely won’t see the kind of “once in a decade opportunity” we had there in 2...
2024-01-2521 minMoneyShow MoneyMasters PodcastCarley Garner: Oil, Softs, Gold, & Stock Trends, Trades, and the 2024 Commodity Market OutlookCarley Garner is senior commodity market strategist and broker at DeCarley Trading. In this wide-ranging MoneyShow MoneyMasters Podcast segment, she shares her outlook on several commodity and other markets. We start by discussing all the “Black Swans” that have impacted resources in the last few years, as well as why Carley expects things to settle down somewhat in 2024. She goes on to discuss pricing, production, and geopolitical trends in crude oil...the reasons why select agricultural commodities could be attractive...and whether, when, and how gold might finally break out to convincing new highs. We later pivot to a di...
2024-01-1011 minMoneyShow MoneyMasters PodcastKeith Fitz-Gerald: Why Investors Shouldn’t Give Up on AI, Big Tech in 2024 (Plus: The Path to S&P 5,100+)Keith Fitz-Gerald is Principal at the Fitz-Gerald Group, as well as a long-time market analyst, researcher, writer, and commentator. In this inaugural MoneyShow MoneyMasters Podcast segment for 2024, Keith explains why investors should NOT give up on Artificial Intelligence (AI) or “Big Tech” this year, even after such a strong 2023 for both. He adds that people should take a broader view of the AI revolution, including how it will permeate many other industries outside of tech (with healthcare and pharmaceuticals just two of them) – and invest accordingly.Keith goes on to talk about the outlook for Federal Reserve policy in 202...
2024-01-0410 minMoneyShow MoneyMasters PodcastJim Bianco: Good, Better, & Not-So-Good News About Higher Rates and the Return to “Normal”Jim Bianco is President and Macro Strategist for Bianco Research, LLC. In this interview – recorded from the floor of our MoneyShow Investment Masters Symposium Sarasota – he outlines the good news...the better news...and the “not so good” news about higher interest rates. The long-time financial markets and policy expert explains that investors, governments, companies, borrowers, and retirees will all see different impacts from this new “normal” environment. In his view, it’s not a “doom and gloom” world – even as there will be some clear winners and losers from a return to 2% “real” rates and 5%-6% nominal ones. Jim goes on to dis...
2023-12-2811 minMoneyShow MoneyMasters PodcastAlejandra Grindal: An “Economics Lifer” Talks Global Growth, U.S. Debt, Trade, & Her 2024 ForecastsAlejandra Grindal is Chief Economist at Ned Davis Research. In this interview – recorded from the floor of our MoneyShow Investment Masters Symposium Sarasota – the “economics lifer” talks about the forces she sees impacting the U.S. and key foreign economies in 2024. She first covers the three key risks to the economy here at home, but why her firm’s base case call is ultimately for a “soft landing.” She notes the impact of rising interest rates on consumer finances – but also explains an important reason why things aren’t as bad as you might think.Next, Alejandra pivots to the questions s...
2023-12-2110 minMoneyShow MoneyMasters PodcastRalph Acampora & Katie Stockton: Top Technicians Tackle the 2024 Outlook for Stocks, Bonds, Gold, & MoreRalph Acampora is known as the “Godfather of Technical Analysis” thanks to his half-century of experience on Wall Street. Katie Stockton is a Chartered Market Technician (CMT) and founder and managing partner of Fairlead Strategies, LLC. In this interview – recorded from the floor of our MoneyShow Investment Masters Symposium Sarasota in early December – the two top technicians tackle the 2024 outlook for stocks, bonds, precious metals, and more.Katie leads off with a discussion of why she’s constructive on equities, but why she needs to see a confirmed upside breakout and improving breadth to get more bullish. She explains w...
2023-12-1410 minMoneyShow MoneyMasters PodcastLiz Ann Sonders: The “Temperamental Era,” The “Rolling Recession,” & The 2024 Stock Market OutlookLiz Ann Sonders is Managing Director and Chief Investment Strategist at Charles Schwab & Co. In this interview – recorded from the floor of our MoneyShow Investment Masters Symposium Sarasota, she expands on several of her key investment themes. Specifically, Liz Ann explains why she calls this the “Temperamental Era” and what her “Rolling Recession” thesis means for investors. In short, the 2009-2020 period was the outlier...not the new norm...for the economy and markets, and investors need to adapt accordingly. Liz Ann then pivots to her outlook for Federal Reserve policy in 2024, her take on the “Magnificent...
2023-12-0711 minMoneyShow MoneyMasters PodcastDan Ives: The “Biggest Transformational Tech Trend in 30 Years” & How Investors Can ProfitDan Ives is managing director and senior equity analyst at Wedbush Securities, as well as a technology sector specialist with a quarter-century of experience in the space. In this interview, he calls 2024 a “table pounding period” for tech, with the sector likely rising another 20% for the year and “Magnificent Seven” names tacking on as much as 40%. In fact, he labels this a “1995 moment” with Artificial Intelligence (AI) probably “the biggest transformational tech trend we’ve seen in 30 years.” Dan goes on to explain that AI spending currently accounts for only 1% of IT budgets, but that it should climb to 8% to 10% in th...
2023-11-3011 minMoneyShow MoneyMasters PodcastJon & Pete Najarian: Recession Risk, the Fed, and Smart Options Trading Moves in this MarketJon and Pete Najarian are the co-founders of Market Rebellion, long-time options market educators, and authors of the new book, It’s Not an Option. In this episode featuring material recorded at the 2023 MoneyShow/TradersEXPO Orlando, the Najarian Brothers chat about the risk of recession, the outlook for Federal Reserve policy, and the best options market moves for traders in this market. They believe the Fed will push the economy into a recession, but that it should be a shallow one that doesn’t last too long. They also caution that tax loss selling, lackluster earnings, and geopolitical problems or an e...
2023-11-2410 minMoneyShow MoneyMasters PodcastPro the Doge: Navigating the Crypto Market as Big Money Joins InGlauber “Pro” Contessoto – @THEDOGECOINMILLIONAIRE – is the lead subject of the educational and entertaining documentary film This is Not Financial Advice from @Optimist and co-directors Chris Temple and Zach Ingrasci. We screened the movie at the 2023 MoneyShow/TradersEXPO Orlando – and I had the chance to sit down with Pro from the event to talk about his journey. In the interview, Pro explains how he first got involved with cryptocurrencies – and why he gambled his life savings on Dogecoin, which started out as a joke in the crypto world. He goes on to talk about the rise and fall of the crypto m...
2023-11-1414 minMoneyShow MoneyMasters PodcastHoward Tullman: AI, Healthtech, the Magnificent 7, & 5 Criteria for Judging EVERY Business PlanHoward Tullman is General Managing Partner at G2T3V, LLC. The technology sector visionary has invested in and founded dozens of tech companies over the last 50 years. In this interview from the conference floor at the 2023 MoneyShow/TradersEXPO Orlando, he shares several of the lessons he’s learned over his decades as a VC/private tech investor and operator. He also provides insights into current sector conditions and emerging developments of interest to investors.Specifically, Howard shares the five criteria he uses to judge every business plan that comes across his desk. He also explains wh...
2023-11-0212 minMoneyShow MoneyMasters PodcastBONUS • Mark Mobius: Navigating Global Challenges, Capitalizing on Global Opportunities in a Volatile WorldMark Mobius is Co-Founder of Mobius Capital Partners, as well as one of the fund management industry’s most respected, long-tenured experts on global investing. In this wide-ranging interview, Mark takes viewers on a worldwide tour of the best – and worst – countries and sectors to invest in for 2023-2024. He acknowledges the many geopolitical threats out there at this time, including the renewed conflict in the Middle East, the ongoing Russia-Ukraine war, and tensions between China and Taiwan. But he also notes the many profit opportunities still available for investors willing to do the legwork and research to find them.
2023-10-1716 minMoneyShow MoneyMasters PodcastStifel's Lindsey Piegza: on the Fed, Inflation, Oil, Debt, & Why Orange is NOT the New Black for PowellLindsey Piegza is Chief Economist and Managing Director at Stifel Financial. In this interview, we explore several key economic and policy topics on the minds of investors, with Lindsey summarizing the outlook by saying: “The U.S. labor market is still very tight. Inflation is still too high. And the Fed therefore still has more work to be done.” We next discuss the recent rash of strikes and walkouts, the pace of progress on pricing pressure, and how “Chair Powell has been very clear that orange is not the new black. 3% is not the new 2” when it comes to his inflatio...
2023-10-1213 minMoneyShow MoneyMasters PodcastBONUS • Mish Schneider, Jeff Hirsch, Carley Garner, Kenny Polcari, Danielle Shay: What's Impacting Markets?This week, we co-hosted a Twitter/X Space with WOLF Financial that featured speakers from our upcoming Orlando MoneyShow/TradersExpo. Mish Schneider of MarketGauge.com, Jeff Hirsch of The Stock Trader’s Almanac, Carley Garner of DeCarley Trading, Kenny Polcari of SlateStone Wealth, and Danielle Shay of Simpler Trading joined us to talk about what they see is impacting the markets right now, as well as give a sneak peek of what they'll be discussing at the Orlando MoneyShow. Visit www.OrlandoMoneyShow.com for more details.
2023-10-021h 01MoneyShow MoneyMasters PodcastBONUS • Andrew Aziz: Summiting Everest & Trading – Resilience, Preparation, Risk ManagementAndrew Aziz is Founder of Bear Bull Traders, a community-based trading education platform, as well as an accomplished mountaineer who summited Mount Everest in May 2023. In this interview from the Exhibit Hall floor at the MoneyShow Toronto, he recounts his journey to the top of the world, the process involved in getting there, and the psychological and physical challenges he faced before, during, and after his climb. Andrew then pivots to how successful mountaineering and successful trading do have several things in common. Among the eight key principles he highlights? Resilience, preparation, and risk management. He also discusses the importance...
2023-09-2609 minMoneyShow MoneyMasters PodcastBull Brian Belski vs. Bear David Rosenberg: Competing Strategist Takes for 2023 & BeyondDavid Rosenberg is Founder and President of Rosenberg Research. Brian Belski is Chief Investment Strategist of BMO Capital Markets. They both sat down with me for separate interviews at The 2023 MoneyShow Toronto to share their take on markets – and their outlooks could NOT be more divergent. to get the latest investing and trading guidance from dozens of top MoneyShow experts like these, don’t forget to join us at the MoneyShow/TradersEXPO Orlando, set for Oct. 29-31, 2023 at the Omni Orlando Resort at ChampionsGate. Visit www.OrlandoMoneyShow.com for more details.
2023-09-1420 minMoneyShow MoneyMasters PodcastCharles Payne: The Unbreakable Investor, the Roaring 2020s, & the Fourth Industrial RevolutionCharles Payne is Host of Making Money with Charles Payne, as well as author of the new book, Unbreakable Investor. In this interview, the Fox Business anchor talks about the lessons that investors will take away from his newest work, set to be released in Fall 2023. He also explains how the stock market and the investor education process has changed over the decades he’s been investing, as well as writing and talking about the markets on television, in print, and online.Charles further expands on the subjects he covered during his keynote address and panel discussions at th...
2023-08-1112 minMoneyShow MoneyMasters PodcastDavid Rosenberg: Investment Strategies to Survive the Looming RecessionDavid Rosenberg is Founder and President of Rosenberg Research. In this MoneyShow MoneyMasters Podcast segment, the noted strategist and economist warns that the risk of recession is much higher than markets and many investors appreciate. He compares the current environment to past periods of (misguided) pre-recession optimism like 1989, 2000, and 2007. David also explains why both the U.S. Federal Reserve and the Bank of Canada will have to change their interest rate tune soon due to a deteriorating economic and credit environment. David further outlines his THREE primary strategies for investors, the main reason why you shouldn’t let “FOMO” guide your a...
2023-07-2021 minMoneyShow MoneyMasters PodcastLarry Williams: 2023 Trading Tips, Tactics, and StrategiesOver Larry Williams' 60+ year career, he has taught trading tactics and strategies to thousands of students and has authored 11 investing and trading books. In this episode, Larry shares his take on 2023 market conditions and key market drivers. He discusses the strength of America’s New Economy, and the outlook for assorted currencies and commodities. He also explains how investors can profit from lingering (and misguided!) negative sentiment – and which trend-based, cycle-based, and other indicators he follows when entering, exiting, and managing trades. And of course, Larry gives a sneak peek at what he’ll discuss at MoneyShow's upcoming Investment Master...
2023-07-0508 min