EPISODE · Jan 26, 2026 · 1H 37M
Small Account Challenge - Steve Fails Again
from MattMoney Podcasts · host MattMoney
Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ (00:00:00) - Intro and discussion on the snow/weather in Texas(00:04:20) - Small Account Challenge: Steve’s portfolio update (BMR, Zeta, SoFi)(00:08:44) - Small Account Challenge: Matt’s portfolio update & Skywater Technology put(00:16:11) - Crypto market discussion: Is "Crypto Winter" beginning?(00:21:29) - Upcoming Earnings Preview: Microsoft, Meta, Tesla, and Apple(00:22:40) - Meta (Facebook) earnings expectations and outlook(00:24:50) - Microsoft valuation and long-term moat discussion(00:27:11) - Tesla discussion: Earnings expectations, margins, and Optimus(00:32:00) - Macroeconomics: Inflation, Fed meeting, and grocery prices(00:40:00) - Verizon and corporate debt discussion(00:55:30) - Steve’s new position: Zeta Global (ZETA) analysis(01:12:43) - Rocket Lab (RKLB) deep dive: Valuation, Neutron, and future potential(01:29:16) - LNG Stocks: Next Decade vs. Venture GlobalListen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV 🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712
What this episode covers
Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ (00:00:00) - Intro and discussion on the snow/weather in Texas(00:04:20) - Small Account Challenge: Steve’s portfolio update (BMR, Zeta, SoFi)(00:08:44) - Small Account Challenge: Matt’s portfolio update & Skywater Technology put(00:16:11) - Crypto market discussion: Is "Crypto Winter" beginning?(00:21:29) - Upcoming Earnings Preview: Microsoft, Meta, Tesla, and Apple(00:22:40) - Meta (Facebook) earnings expectations and outlook(00:24:50) - Microsoft valuation and long-term moat discussion(00:27:11) - Tesla discussion: Earnings expectations, margins, and Optimus(00:32:00) - Macroeconomics: Inflation, Fed meeting, and grocery prices(00:40:00) - Verizon and corporate debt discussion(00:55:30) - Steve’s new position: Zeta Global (ZETA) analysis(01:12:43) - Rocket Lab (RKLB) deep dive: Valuation, Neutron, and future potential(01:29:16) - LNG Stocks: Next Decade vs. Venture GlobalListen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTV 🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712
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Small Account Challenge - Steve Fails Again
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