エピソード

  • The “Go Live Your Life” Rule: Rethinking Retirement Spending
    2025/11/01

    Why the so-called “guardrails approach”, that is adjusting spending up or down based on market performance, is gaining traction over the fixed “4% rule” in retirement.

    Today's Stocks & Topics: Fiserv, Inc. (FI), Market Wrap, Fed Rate Cuts, the “Go Live Your Life” Rule: Rethinking Retirement Spending, QUALCOMM Incorporated (QCOM), Three-Buckets Retirement Strategy, Bonds, Leveraged ETFs, Powell Industries, Inc. (POWL), Direxion Daily S&P500 Bull 3X Shares (SPXL), Winmark Corporation (WINA), Home Sales, Rio Tinto Group (RIO).



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    44 分
  • Babies, Capitalism & a Demographic Crossroads
    2025/10/31

    We will discuss how falling birth-rates are becoming more than just a social issue because they are intertwined with economic systems and capitalist assumptions.

    Today's Stocks & Topics: The Campbell's Company (CPB), Market Wrap, Babies, Capitalism & a Demographic Crossroads, Alexandria Real Estate Equities, Inc. (ARE), Panasonic Holdings Corporation (PCRHY), A-I might replace Junior Bankers, Gold and Uranium Sectors, AbbVie Inc. (ABBV), Vertex Pharmaceuticals Incorporated (VRTX), A-I Financial Models.



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    45 分
  • Global Portfolio Insights: Lessons from Around the World
    2025/10/29

    We'll take a deep dive into what investor behavior across 14 key markets reveals about building a truly global portfolio.

    Today's Stocks & Topics: United Parcel Service, Inc. (UPS), Market Wrap, Centrus Energy Corp. (LEU), Global Portfolio Insights: Lessons from Around the World, The Toro Company (TTC), Opera Limited (OPRA), Income Growth, Corpay, Inc. (CPAY), Nuclear Energy, A-I Stocks.



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    45 分
  • AI, Jobs & Investors: Growing Divides in the Workplace
    2025/10/29

    We will look into how advances in AI are creating a rift between workers and investors, even as major tech companies continue job cuts.

    Today's Stocks & Topics: The Progressive Corporation (PGR), Oil, Palantir Technologies Inc. (PLTR), Market Wrap, Prudential Financial, Inc. (PRU), MetLife, Inc. (MET), Lennox International Inc. AI, Jobs & Investors: Growing Divides in the Workplace, (LII), Deckers Outdoor Corporation (DECK), Wall Street Rally, VanEck Gold Miners ETF (GDX), Kinross Gold Corporation (KGC), Vanguard Total International Stock Index Fund ETF Shares (VXUS), The Fed.



    Our Sponsors:
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    45 分
  • Generative AI in Finance: 5 Ways to Budget, Plan, and Save
    2025/10/28

    We will talk about the five key personal finance use cases for Generative AI, including how to use it for creating personalized budgets, setting financial goals, and simulating debt repayment scenarios.

    Today's Stocks & Topics: General Mills, Inc. (GIS), Market Wrap, The Hartford Insurance Group, Inc. (HIG), Generative AI in Finance: 5 Ways to Budget, Plan, and Save, Changing Taxes Status, Leveraged ETFs, STAAR Surgical Company (STAA), Verizon Communications Inc. (VZ), Civitas Resources, Inc. (CIVI).



    Our Sponsors:
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    44 分
  • Is a Securities-Based Line of Credit (SBLOC) Right for You?
    2025/10/25

    We will explore the risks and rewards of an SBLOC, a credit line secured by your investments, to help you decide if it's the right financial tool for your liquidity needs.

    Today's Stocks & Topics: Booz Allen Hamilton Holding Corporation (BAH), Market Wrap, KPP Newsletter, The Concept to Staying in the Market, Is a Securities-Based Line of Credit (SBLOC) Right for You?, VanEck Gold Miners ETF (GDX), Parsons Corporation (PSN), Newmont Corporation (NEM), Earnings, InfraCap MLP ETF (AMZA), Sociedad Química y Minera de Chile S.A. (SQM), Inflation.



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    45 分
  • Decoding the Market: 4 Strategies to Anticipate Stock Trends
    2025/10/24

    We will break down how investors can combine momentum indicators, fundamental and technical analysis, mean reversion theory, and sentiment signals to make more informed predictions about where the stock market may be headed.

    Today's Stocks & Topics: 529 Plan, Market Wrap, Penske Automotive Group, Inc. (PAG), Micron Technology, Inc. (MU), “Decoding the Market: 4 Strategies to Anticipate Stock Trends”, The Kroger Co. (KR), Adobe Inc. (ADBE), Rivian Automotive, Inc. (RIVN), American Outperformance, JPMorgan Chase.



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    44 分
  • What's Behind the Incredible Gold rally?
    2025/10/23

    Interestingly, gold and Bitcoin (BTC-USD) have decoupled, with gold actually outperforming Bitcoin. So, how should investors think about their asset allocation moving forward?

    Today's Stocks & Topics: Vistagen Therapeutics, Inc. (VTGN), iShares MSCI Brazil ETF (EWZ), Market Wrap, What's Behind the Incredible Gold rally?, Cash Management, Tencent Holdings Limited (TCEHY), Luxury Goods, Baker Hughes Company (BKR), Caterpillar Inc. (CAT), Eaton Corporation plc (ETN), Monday.com Ltd. (MNDY), Walmart and Chat GPT Partnership.



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    43 分