エピソード

  • Supreme Court Overturns U.S. Tariffs - What Comes Next?

    Supreme Court Overturns U.S. Tariffs - What Comes Next?
    2026/02/28
    This week, we break down the Supreme Court’s big ruling on U.S. tariffs - what it means for the $170 billion already collected, how the effective tariff rate drops, and why markets barely reacted. We also dig into the next steps: can tariffs return under different rulesets, and what that means for investors and portfolios. From a market perspective, we break down how this ruling shifts trade uncertainty, influences inflation outlooks, and what it could mean for the US consumer and companies. We also touch on key takeaways from the State of the Union speech. Join Keith Gangl, Kyle Bergacker, Tyler Ellegard & Lisa Schreiber for a practical discussion on markets, trade policy, and portfolio positioning - always with a touch of fun!
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  • Where To Find Opportunity In This Market Selloff: Lunar New Year, AI Fear & Stock Picks

    Where To Find Opportunity In This Market Selloff: Lunar New Year, AI Fear & Stock Picks
    2026/02/21
    We’ve entered the Year of the Fire Horse 🔥🐎 This week, we break down whether the Lunar New Year market effect is real and where it shows up most. We also dig into a surprising stat: older generations now spend more time on their phones than younger ones - is it productivity, changing habits, or doomscrolling? On the markets side, we tackle the AI-driven selloff, why it’s spreading beyond just software stocks, and why investors are hesitant to buy the dip. Is this AI paralysis, cognitive overload, or the start of a true stock-picker’s market? We also discuss some stock picks unfairly caught in the selloff that could be positioned for a strong rebound. We wrap things up with some fun: a Pokémon card that sold for $16.5 million?! We ask: what hidden treasure might be sitting in your basement or attic that could be worth some serious money some day?
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  • AI Disruption, Volatility & Stock-Picking Wisdom with Gradient’s EVP Chad

    AI Disruption, Volatility & Stock-Picking Wisdom with Gradient’s EVP Chad
    2026/02/14
    In this episode, we break down the sharp equity rotation sparked by rising AI disruption risk, with software and other data-intensive industries selling off across regions. The MSCI World Momentum Index delivered its 5th largest sell-off versus the market since 1995, while volatility gauges flashed warning signs beneath the surface. What does this all mean – we break it down! We’re joined by Chad Roesler, Executive Vice President at Gradient Financial Group and with the firm since the very beginning. Chad shares his personal path with the firm, how Gradient has evolved over time, and how that long-term perspective shapes the way he thinks about markets today. Chad also sprinkles in hard-earned wisdom on stock picking, shares his thoughts on “green money” - including annuities and life insurance - and adds a few fun personal insights into what and how he likes to watch sports.
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  • Brian Belski on Small & Mid Cap Stocks: Inside Gradient’s SMID Portfolio

    Brian Belski on Small & Mid Cap Stocks: Inside Gradient’s SMID Portfolio
    2026/02/11
    In this special edition episode, we’re joined by the one and only Brian Belski to unveil Gradient Investment’s newly introduced SMID Cap Select portfolio. We break down why small and mid-cap stocks may be entering a new leadership phase, how the portfolio was designed, and where Brian sees the most compelling opportunities today. We also dive into Brian’s remarkable career, his framework for identifying long-term winners, and a few stock ideas straight from the legend himself. 👉 Don’t forget to like, comment, and subscribe for weekly market insights.
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  • Markets, the Fed & Precious Metals: What’s next for investors

    Markets, the Fed & Precious Metals: What’s next for investors
    2026/02/07
    Fed policy is back in focus with the announcement of a new Fed chair – but what does it mean for interest rates, the bond market, and your portfolio? In this episode, we break down Fed leadership headlines, rate cut expectations, bond market risks, and how stocks, precious metals, and the U.S. dollar could respond in 2026. We also discuss historical market patterns, interest rate volatility, and recent portfolio moves in silver. …and of course we share our Super Bowl plans — because even serious market talk deserves a little game day vibe! 🏈 Join Keith Gangl, Kyle Bergacker, Tyler Ellegard and Lisa Schreiber for a practical discussion on markets, the Fed and precious metals - always with a touch of fun!
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  • Beyond the Mag 7: Market Broadening, Earnings & New Leaders in 2026

    Beyond the Mag 7: Market Broadening, Earnings & New Leaders in 2026
    2026/01/31
    The investment word of the year so far is “broadening”. In this episode, we break down what’s driving expanding market breadth in early 2026 and whether it’s sustainable. We discuss why earnings growth ultimately drives markets, how declining correlations in mega-cap tech are reshaping opportunities and what market broadening could mean for sectors, styles, and portfolio positioning. We wrap up with a nod to the Minnesota winter chill and share what the team has planned for Valentine’s Day! ❤️ Join Keith Gangl, Kyle Bergacker, and Lisa Schreiber for a practical discussion on market breadth, earnings trends, and equity positioning in 2026 - always with a touch of fun!
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  • Alternatives Investing Explained | Private Markets, Portfolio Diversification & Risks

    Alternatives Investing Explained | Private Markets, Portfolio Diversification & Risks
    2026/01/24
    In this episode, we break down alternatives investing, including private markets, and highlight Gradient Investments new Private Wealth Series. We explain why Gradient introduced this offering, how it expands access to alternative strategies, and what makes it different from other options available today. You’ll hear what problems alternatives are designed to solve, how they can complement traditional stocks and bonds, and the key benefits and risks investors should understand — including diversification, correlation, liquidity, valuation, and suitability. We close out the episode with some real-world extremes: -25° in Minnesota. Even for Minnesotans — is this officially too cold?
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  • Markets in Year Four: Hearing the Rhyme, Not the Repeat — Earnings Season, January Effect & Market History

    Markets in Year Four: Hearing the Rhyme, Not the Repeat — Earnings Season, January Effect & Market History
    2026/01/17
    In this episode, we explore what history suggests about year-four market performance, how past multi-year rallies have typically unfolded, and why historical context still matters—even when the future never looks exactly the same. We also examine Wall Street’s modest return expectations for 2026, revisit seasonal market myths like “as January goes, so goes the year,” and discuss what early earnings reports may be signaling about market breadth and leadership. Plus, we lighten things up with the team’s New Year’s resolutions (or lack thereof) and take a reality check on why most resolutions fail—and when “Quitters Day” usually arrives. Join Keith Gangl, Kyle Bergacker, and Lisa Schreiber for thoughtful market insights, perspective and a little fun along the way.
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