Episodios

  • Trade Wars & Wine: The New Global Tariff Map
    Feb 20 2026

    A new report reveals how recent trade policy shifts are drastically redrawing the global competitive map. We will analyze the "winners and losers" in the commodities market as relative tariff prices change overnight.

    Today's Stocks & Topics: Constellation Energy Corporation (CEG), Market Wrap, IMAX Corporation (IMAX), Options, Albertsons Companies, Inc. (ACI), Trade Wars & Wine: The New Global Tariff Map, NEOS NASDAQ-100(R) High Income ETF (QQQI), International ETFs, IREN Limited (IREN), Reddit, Inc. (RDDT), Different Types of Traders.



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    43 m
  • The "Core and Explore" Portfolio Strategy
    Feb 19 2026

    We will break down the foundational concept of asset allocation and why deciding how to divide your capital across different asset classes is statistically more important than picking individual winning assets.

    Today's Stocks & Topics: Credo Technology Group Holding Ltd (CRDO), Netflix, Inc. (NFLX), Market Wrap, Lyft, Inc. (LYFT), The "Core and Explore" Portfolio Strategy, DraftKings Inc. (DKNG), Riskified Ltd. (RSKD), Federal Reserve and Inflation, Gold, Crane Company (CR), Taiwan Semiconductor Manufacturing Company Limited (TSMC).



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    45 m
  • Semiconductors: The "Custom Chip" War
    Feb 18 2026

    It’s not just Nvidia anymore. We will discuss the earnings from companies like ARM and Broadcom, analyzing the shift toward "Custom Silicon" designed specifically for distinct AI models.

    Today's Stocks & Topics: Tenet Healthcare Corporation (THC), CMOC Group Limited (CMCLF), Market Wrap, Banco Bilbao Vizcaya Argentaria, S.A. (BBVA), Cloudflare, Inc. (NET), Semiconductors: The "Custom Chip" War, How to Rollover a 401k, Dollar General Corporation (DG), Alphabet Inc. (GOOG), Housing Market, Equinix, Inc. (EQIX).



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    45 m
  • Presidents' Day - Best of Caller Questions
    Feb 17 2026

    In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.

    Today's Stocks & Topics: Residential Real Estate in Bay Area, Portfolio Management, Bitcoin, Three-Buckets Retirement Strategy, CD Rates, Changing Taxes Status, Oil Field Services, Saving for Retirement, How to Short a Stock, Safe Haven Investment, Liquidity, Monetizing Debt, International Exposure, Options & Capital Gains, Covered Calls ETFs.



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    47 m
  • Housing: The "Spring Season" Starts Now
    Feb 14 2026

    Historically, the real estate "Spring Buying Season" starts the weekend after the Super Bowl. So, we will be looking at early inventory data to see if sellers are finally coming off the sidelines.

    Today's Stocks & Topics: Unum Group (UNM), Sandisk Corporation (SNDK), Housing: The "Spring Season" Starts Now, KPP Newsletter, Tech Stocks, Amazon.com, Inc. (AMZN), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Fastenal Company (FAST), Corporate Bonds, Dillard's, Inc. (DDS), SPS Commerce, Inc. (SPSC), Rollback Tariffs Plans.



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    46 m
  • The "Lunar New Year" Liquidity Pump
    Feb 13 2026

    Next week kicks off the "Year of the Horse" in China. So, we will discuss the massive pre-holiday cash injection coming from China's central bank… and whether it’s a trap for foreign investors.

    Today's Stocks & Topics: Sprouts Farmers Market, Inc. (SFM), Risk On-Risk Off, Market Wrap, UnitedHealth Group Incorporated (UNH), The "Lunar New Year" Liquidity Pump, Backdoor Roth I-R-A, PEG Ratios, Caterpillar Inc. (CAT), Read Support and Enter Position?, Risk Off Enviroment.



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    44 m
  • The "Valentine's" Financial Audit
    Feb 12 2026

    Love is in the air, but what about the bank account? We will discuss the concept of "Financial Infidelity" and the tax benefits of filing "Married Jointly" vs. "Separately" before the April deadline.

    Today's Stocks & Topics: Digital Realty Trust, Inc. (DLR), SS&C Technologies Holdings, Inc. (SSNC), Market Wrap, Allspring Precious Metals Fund (EKWYX), The "Valentine's" Financial Audit, Waters Corporation (WAT), Netflix, Inc. (NFLX), Franklin FTSE South Korea ETF (FLKR), Google Gemini vs. ChatGPT and Grok, Oil.



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    45 m
  • The "Super Bowl" Consumer Hangover
    Feb 11 2026

    A record number of viewers tuned in, but did they spend? We will analyze the "Dorito Index" and what the Super Bowl ad lineup—dominated by Tech and Pharma—tells us about the health of the consumer.

    Today's Stocks & Topics: Centene Corporation (CNC), Market Wrap, Robinhood Markets, Inc. (HOOD), Stock Valuation, The "Super Bowl" Consumer Hangover, Bio-Techne Corporation (TECH), MSC Industrial Direct Co., Inc. (MSM), VICI Properties Inc. (VICI), iShares MSCI Japan Value ETF (EWJV), Franklin FTSE South Korea ETF (FLKR), Franklin FTSE Mexico ETF (FLMX), The Inflation Report, A. O. Smith Corporation (AOS), Vistra Corp. (VST), Constellation Energy Corporation (CEG), Hiring in the U.S.



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    45 m