Episodios

  • The "Grid" Bottleneck: AI vs. Utilities
    Feb 7 2026

    Tech earnings calls have highlighted a new risk: There isn't enough electricity to power the new data centers. We will analyze the "Utility Supercycle" as power companies raise rates to build new capacity.

    Today's Stocks & Topics: State Street Industrial Select Sector SPDR ETF (XLI), Market Wrap, Preferred Stocks, Tyler Technologies, Inc. (TYL), SPDR Gold Shares (GLD), SPDR Gold MiniShares (GLDM), The "Grid" Bottleneck: AI vs. Utilities, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Silver Tiger Metals Inc. (SLVTF), Discovery Silver Corp. (DSVSF), Visteon Corporation (VC), AECOM (ACM), Rubrik, Inc. (RBRK), KPMG and AI Cost Savings.




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    46 m
  • Tax Season: The "Refund" Stimulus
    Feb 6 2026

    As W-2s arrive, we will discuss how the 2026 tax filing season could act as a hidden stimulus for the economy—and the specific deductions you need to capture this year.

    Today's Stocks & Topics: Global X Super Dividend U.S. ETF (DIV), Market Wrap, Analog Devices, Inc. (ADI), Proprietary Trading, Tax Season: The "Refund" Stimulus, Transferring Money from 401k to I-R-A, The Dollar, Powell Industries, Inc. (POWL), Precious Metals, Vanguard Total International Stock Index Fund ETF Shares (VXUS), Productivity.



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    45 m
  • The "Capex" War: Meta vs. Microsoft
    Feb 5 2026

    Earnings week revealed a massive divergence: Meta stock popped while Microsoft dropped. We will explain why Wall Street loves Zuckerberg's efficiency but hates Microsoft's massive AI spending bill.

    Today's Stocks & Topics: Service Titan, Inc. (TTAN), Market Wrap, Bloom Energy Corporation (BE), Delaware Statutory Trust (DST), Aflac Incorporated (AFL), The "Capex" War: Meta vs. Microsoft, UFP Industries, Inc. (UFPI), Toast, Inc. (TOST), The Sell America Trade, PayPal Holdings, Inc. (PYPL), Vizsla Silver Corp. (VZLA).



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    45 m
  • The Super Bowl Indicator
    Feb 4 2026

    As the Patriots will face the Seahawks this Sunday, we will have a little fun with the famous "Super Bowl Indicator" and analyze the record-breaking $8 million cost for a 30-second ad spot.

    Today's Stocks & Topics: Lincoln Electric Holdings, Inc. (LECO), Market Wrap, VanEck Gold Miners ETF (GDX), Etsy, Inc. (ETSY), The Super Bowl Indicator, ServiceNow, Inc. (NOW), High Yield Savings Account vs. Money Market Fund, Copart, Inc. (CPRT), US Manufacturing and Tariffs, Adobe Inc. (ADBE), Expedia Group, Inc. (EXPE), ResMed Inc. (RMD).



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    46 m
  • The "Insurance" Inflation Spike
    Feb 3 2026

    New data shows health and property insurance premiums are skyrocketing by 26%. We will analyze this "shadow inflation" and how to adjust your budget and portfolio for rising protection costs.

    Today's Stocks & Topics: Woodward, Inc. (WWD), Market Wrap, A. O. Smith Corporation (AOS), When to Hit the Panic Button, Barrick Mining Corporation (B), iShares Silver Trust (SLV), The "Insurance" Inflation Spike, Salesforce, Inc. (CRM), PayPal Holdings, Inc. (PYPL), Chubb Limited (CB), Fixed Index Annuities, PayPal Holdings, Inc. (PYPL), The Housing Market.



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    46 m
  • Japan's "Rate Shock": The Carry Trade Unwinds
    Jan 31 2026

    While the US is looking to cut, the Bank of Japan is hiking rates for the first time in decades. We will discuss how a rising Yen could trigger a massive "reverse carry trade" and crash US tech stocks.

    Today's Stocks & Topics: Powell Industries, Inc. (POWL), iShares Silver Trust (SLV), Medline Inc. (MDLN), Market Wrap, Japan's "Rate Shock": The Carry Trade Unwinds, KPP Newsletter, Dutch Bros Inc. (BROS), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Global X MLP & Energy Infrastructure ETF (MLPX), Jerome Powell Replacement, Apple Inc. (AAPL), Direxion Daily Gold Miners Index Bear 2X Shares (DUST), Silver Market, US Producer Prices.



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    46 m
  • The Fed's January Decision
    Jan 30 2026

    The Federal Reserve concluded its two-day meeting today (Jan 28). We willanalyze the decision, the updated "Dot Plot," and whether Chair Powell is finally ready to declare victory on inflation.

    Today's Stocks & Topics: KeyCorp (KEY), Market Wrap, Toast, Inc. (TOST), Limited Partnership, IREN Limited (IREN), “The Fed's January Decision”, Vertiv Holdings Co (VRT), Blue Owl Technology Finance Corp. (OTF), Bond Options, ONEOK, Inc. (OKE), Taxes, Silver Tiger Metals Inc. (SLVTF), Discovery Silver Corp. (DSVSF).



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    46 m
  • The "Zombie Company" Purge
    Jan 29 2026

    Bankruptcies are ticking up among companies that can only survive on near-zero interest rates. We will discuss how to spot a "Zombie" on a balance sheet before that company collapses.

    Today's Stocks & Topics: Revolution Medicines, Inc. (RVMD), Market Wrap, Gold Companies Consolidation, Portfolio Review, Unum Group (UNM), The "Zombie Company" Purge, Mercado Libre, Inc. (MELI), ACI Worldwide, Inc. (ACIW), I-R-As, European Investors, Investing Strategy, The Software Industry.



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    46 m