Episodios

  • Emerging Markets: The 2026 Value Play?
    Jan 14 2026

    With US stocks at record valuations, we will analyze the case for Emerging Markets (EM) as the contrarian "value play" of 2026, driven by a potentially weaker dollar.

    Today's Stocks & Topics: Bright Horizons Family Solutions Inc. (BFAM), Market Wrap, Celestica Inc. (CLS), Micron Technology, Inc. (MU), Dollar General Corporation (DG), Saving for Retirement, “Emerging Markets: The 2026 Value Play?”, Leggett & Platt, Incorporated (LEG), Somnigroup International Inc. (SGI), LTC Properties, Inc. (LTC), Sabra Health Care REIT, Inc. (SBRA), Earnings Season, Global X Copper Miners ETF (COPX), Global Partners LP (GLP), Vanguard Mid-Cap Value Index Fund ETF Shares (VOE), Copper.



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    45 m
  • Housing: The "Lock-In" Thaw
    Jan 13 2026

    With mortgage rates stabilizing near 6%, there are early signs that the "lock-in effect" is breaking, potentially bringing much-needed inventory to the Spring 2026 market.

    Today's Stocks & Topics: Micron Technology, Inc. (MU), Market Wrap, Southern Copper Corporation (SCCO), STAG Industrial, Inc. (STAG), Housing: The "Lock-In" Thaw, Avantis Moderate Allocation ETF (AVMA), Fiverr International Ltd. (FVRR), Data Centers, Grocery Outlet Holding Corp. (GO), Fabrinet (FN), Teradyne, Inc. (TER), Venezuela Oil.



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    46 m
  • The Yield Curve "Un-Inversion"
    Jan 9 2026

    The 10-year Treasury yield is finally pushing comfortably above the 2-year yield; we will explain why this "normalization" is healthy but often precedes a mid-cycle slowdown.

    Today's Stocks & Topics: ThSprouts Farmers Market, Inc. (SFM), Oil Field Services, Market Wrap, “The Yield Curve "Un-Inversion", Anebulo Pharmaceuticals, Inc. (ANEB), Invest in the Demand for Magnets, The Auto Industry, United Parcel Service, Inc. (UPS), Rollover 403b to Roth I-R-A, Cardinal Health, Inc. (CAH), Winners and Loser Around the Tax Cuts and Tariffs.



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    45 m
  • The 2026 "Great Rotation": Tech vs. The Old Economy
    Jan 8 2026

    As 2026 begins, Wall Street consensus is shifting away from the "Magnificent Seven" and toward "Old Economy" cyclicals... we will analyze whether this rotation is real or a head-fake.

    Today's Stocks & Topics: The Procter & Gamble Company (PG), Market Wrap, Portfolio Management, Equinor ASA (EQNR), Energy Transfer LP (ET), Price of Silver, “The 2026 "Great Rotation": Tech vs. The Old Economy”, Franco-Nevada Corporation (FNV), Signet Jewelers Limited (SIG), Paymentus Holdings, Inc. (PAY), Klarna Group plc (KLAR), The Condo Market.



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    46 m
  • The "January Barometer"
    Jan 7 2026

    Wall Street lore says "As goes the first week, so goes the year"... we will track the market's performance in these first 5 days, and its historical accuracy as a predictor.

    Today's Stocks & Topics: Innoviz Technologies Ltd. (INVZ), Market Wrap, Mondelez International, Inc. (MDLZ), TETRA Technologies, Inc. (TTI), Bel Fuse Inc. (BELFB), Amphenol Corporation (APH), The "January Barometer", 401k Contributions, Hewlett Packard Enterprise Company (HPE), PayPal Holdings, Inc. (PYPL), Hyatt Hotels Corporation (H), America’s Economy, Vanguard International High Dividend Yield Index Fund ETF Shares (VYMI).



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    46 m
  • The "Cash Trap" of 2026
    Jan 6 2026

    For years, money market funds have paid 5%, but as the Fed shifts policy, we will explain why sitting in cash might be the biggest risk to your income in 2026.

    Today's Stocks & Topics: Rocket Lab Corporation (RKLB), Mueller Water Products, Inc. (MWA), Market Wrap, “The "Cash Trap" of 2026”, Berkshire Hathaway Inc. (BRK-A), LyondellBasell Industries N.V. (LYB), Inflation Driven by AI, Water Investment Opportunities, Alcoa Corporation (AA), Kaiser Aluminum Corporation (KALU), Foreign Stocks.



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    47 m
  • The Return of "Active" Management?
    Jan 3 2026

    In a bull market, index funds win and in a sideways or volatile market, stock pickers shine. We will discuss whether 2026 is the year to move from passive ETFs to active selection.

    Today's Stocks & Topics: Celsius Holdings, Inc. (CELH), Market Wrap, Rule 72(t), “The Return of "Active" Management?”, First Majestic Silver Corp. (AG), Fortuna Mining Corp. (FSM), Closed-End Funds, Royce Small-Cap Trust, Inc. (RVT), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Software Stocks, ASML Holding N.V. (ASML), Broadcom Inc. (AVGO), Suncor Energy Inc. (SU).



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    45 m
  • New Year's Day - Best of Caller Questions
    Jan 2 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: A-I Stocks, Bond Maturity, Short-Term Rental Market, The VIX, Crypto, Pre-Tax Allocation vs. Roth I-R-A, Poorly Managed Companies, Publicly Traded Sports Teams, P.E. Ratios, Oil, Portfolio Management, Converting a Traditional IRA to a Roth, Cash Management, How to Calculate Company's Debt, 529 Plan, Entry Point.



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    47 m
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