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  • Episode 86 Santa's Gift Bag - 2025 Biggest Market Surprises & Investor Lessons Learned

    Episode 86 Santa's Gift Bag - 2025 Biggest Market Surprises & Investor Lessons Learned
    2025/12/20
    In this holiday special, we break down the biggest market surprises, key investing lessons, and what clients are asking as we head into 2026 - then switch things up with a festive chat, sharing our holiday plans, family traditions and favorite foods. Join Keith Gangl, Kyle Bergacker, Lisa Schreiber and special guest Mike Binger for the Pickers Market Holiday Special! This is our final episode of 2025 — but don’t worry, the Pickers Market Podcast will be back the first week of 2026. Until then, leave us a like, share your thoughts in the comments, and subscribe for weekly market insights.
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  • Fed Policy, Market Risks, and Life in a Minnesota Winter

    Fed Policy, Market Risks, and Life in a Minnesota Winter
    2025/12/13
    This week, we break down the upcoming Federal Reserve decision as markets price in a 90% chance of a 25 bps cut. We cover what’s already priced in, what could still surprise investors and what matters for the markets. We round things out with a bit of Minnesota winter talk — the cold, the snow, and the everyday quirks that come with living through a season that tests even the toughest Midwesteners!
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  • The GLP-1 Gold Rush Explained & Tyler’s Back!

    The GLP-1 Gold Rush Explained & Tyler’s Back!
    2025/12/06
    Tyler Ellegard is the President of Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. All matters discussed during the show are for informational purposes only. Each individual situation will vary, and the opinions expressed here may not apply to everyone. All ideas and information should be discussed with a qualified financial professional prior to implementation. No ideas or information presented in this show should be considered financial, tax, legal, or accounting advice. The opinions expressed by Tyler Ellegard are solely his own opinion and do not reflect the opinion of Gradient Advisors, LLC. Some of the securities or investment products discussed on this podcast may be held by Tyler Ellegard in his own accounts.
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  • Thanksgiving Special: Turkey, Pie… and a Market Rally?

    Thanksgiving Special: Turkey, Pie… and a Market Rally?
    2025/11/29
    Welcome back to Picker’s Market! In the spirit of Thanksgiving week, we’re running lighter volumes today… but only because Kyle brought a pie and we’re all in a food coma already. Join Keith Gangl, Kyle Bergacker, and Lisa Schreiber for a festive Thanksgiving-week edition of the Picker’s Market — complete with market myths, holiday consumer spending insights, and a finance-flavored dinner table showdown.
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  • Big Tech’s Big Test: NVDA Earnings + A Fed on the Fence

    Big Tech’s Big Test: NVDA Earnings + A Fed on the Fence
    2025/11/22
    Nvidia steps into the spotlight as investors brace for another massive earnings report — with expectations of $1.25 EPS and $55B in revenue. We break down what matters most: growth, capex cycles, and whether the AI demand story has more room to run. Plus, the Fed enters the chat with rate-cut odds now looking like a true coin flip. What does it all mean for markets? Keith Gangl, Kyle Bergacker, and Lisa Schreiber unpack it all in episode 82 of the Picker’s Market Podcast.
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  • Déjà Vu.com? The AI Circularity Loop Explained

    Déjà Vu.com? The AI Circularity Loop Explained
    2025/11/15
    Dive into one of the most fascinating — and controversial — themes in markets right now: AI circularity. As Big Tech keeps breaking earnings records, a new question is emerging — is all this AI spending fueling innovation… or just creating a closed money loop between the tech giants? With record Q3 earnings and billion-dollar AI partnerships making headlines, investors are wondering: Is this the next big growth wave — or a Déjà Vu of the dot.com circularity days?
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  • Is This the Next Dot-Com? Inside the AI & Big Tech Bubble Talk

    Is This the Next Dot-Com? Inside the AI & Big Tech Bubble Talk
    2025/11/08
    Dive into one of the most talked-about themes in markets right now — the “bubble talk.” With headlines dominated by warnings from big names of Wall Street, investors are asking: Is the AI and Big Tech rally running on fumes — or just catching its breath? We’ll unpack what’s behind the latest wave of bubble fears and what Big Tech’s latest earnings tell us about market fundamentals. Join Keith Gangl, Kyle Bergacker, and Lisa Schreiber as they tackle the question everyone’s debating — are we in a bubble, or is this the next phase of the bull market?
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  • Earnings & Fed Cut: Market’s Make-or-Break Week

    Earnings & Fed Cut: Market’s Make-or-Break Week
    2025/11/01
    Dive into one of the biggest weeks for markets with us. With a Fed rate cut likely and the biggest names in tech — Meta, Microsoft, Alphabet, Amazon, and Apple — set to report their quarterly earnings, this could be the make-or-break moment for market momentum. We’ll unpack what a Fed cut really means without fresh jobs data, whether AI spending is living up to the hype, and why investors are starting to question if we’re heading for another bubble — or just the next leg higher. Join Keith Gangl, Kyle Bergacker, and Lisa Schreiber for a look at what’s driving markets this week — the Fed and Big Tech earnings.
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