All Episodes

Jonathan Treussard: 'Read the news, but watch the earnings'

Shadowridge's Redfern: Market about to hit 'the best 8 months of this cycle'

Elyxium Wealth's Mortimer: We're 'mid-cycle bull market' with 'upside bias'

NDR's Clissold: Economy, market can weather rate hikes and 5% bond yields

Natixis' Janasiewicz: 'Slowing' economy remains a solid base for earnings

MacroTides' Welsh: This market will keep running, but a bear market is coming

Stan the Annuity Man: High rates help, but A.I. is making annuities a bargain

Slope of Hope's Knight sees 'dynamite bearish opportunities' ahead

Tocqueville's Petrides: Go 'horizontal' for stability against concentrated market

Northlight's Zaccarelli: Transformational technologies create booms ... and busts

NAIFA's Gandy: When it comes to retirement, people focus on the wrong things

Corgi's Weniger: The bond market will behave, supporting economic upside

Chase Investment's Klintworth: Shift in market leaders may be a sign of trouble

Columbia Threadneedle's Vaillancourt: 'Time to take some chips off the table'

Robertson Stephens' Katz on why this 'thoughtful' market has room to run

Sage Advisory's Williams: Adjust your risk, but don't leave the party now

Louie Navellier on the U.S. 'still winning' despite the nervous headlines

Long-short manager Lamensdorf says the market is overdue for a correction

Baird's Diederich: High yields give investors ballast amid A.I. revolution

Merrill's Quinlan: Curb longer-term expectations, but buy the dips

Seafarer's Foster: For emerging markets A.I. stocks, this is a bubble

Alger's Neuman" Profit growth has outpaced stock prices, creating a 'positive setup'

YNAB founder on how one simple question can eradicate financial worries

MIT's Pozen: Dump the bonds and diversification to load up on stocks

NextGen EMP's Penello: The 'greatest bull market in 60 years' has room to run

CS McKee's Allen: These times are 'the gilded age repeated,' 135 years lat

Interactive Brokers' Torres says stocks won't have a down year til '29

Dragonfly's Harmon: The market's next leg higher is starting now

U.S. Bank's Haworth: Yes, the market looks like it is setting up a '5-peat' for '27

Nomura's Caruso: Supply chain, high yields and market volatility are opportunities

Turning Point's Christians: The market's stuck in no-man's land, for now

Aristotle's Klingelhofer: A short, steep recession is coming, and is needed

AssetMark's Chan: The economy isn't exciting, but it's avoiding trouble

Economist Homkes: 'There are early warning signs to be heads-up about'

Hennessy's Ellison: Lacking patience, investors are being set up for disappointment

Economist Kotlikoff: A recession will require panic, and one may be coming

New Constructs' Trainer on trouble ahead for Anthropic, OpenAI

Global X's Helfstein: Don't bet against this strong investment cycle, resilient consumer

Needham's Retzler: A.I.'s 'industrial revolution' won't end with a bubble

Card issuers are cutting credit limits; here's what to do if they cut yours

The mistake you make planning for retirement like your parents did

Mark Hamrick: The hallmarks of a recession aren't here ... yet

Annex Wealth's Jacobsen: Economic expansion will drive growth at least into '27

CFRA's Stovall: Rising volatility creates buying opportunities with a year-end payoff

Freedom Capital's Woods: Block out the noise, be patient during earnings season

TheoTrade's Bierman: 'Get ready for a spectacular year-end rally'

Argosy's Stewart: An 'under-housed' country is creating opportunities

Stack Financial's Jonson foresees a 'bear market waterfall' ahead

Evanston Cap's VanGelder: Complicated global picture creates intriguing opportunities

Calamos' Freund: 'It's very hard to be pessimistic about the broad market'

Cambria's Faber: 'The bull market in diversification has begun'

S&P's Gruenwald: Expect a slow, steady economy with rates in 'a hawkish hold'

Franklin Templeton's Dover: This market's not 'expensive,' just 'fully valued'

Argent Trust's Stringfellow: Market is rounding out, not signalling big trouble ahead

Wells Fargo's Samana: Technicals are telling investors to 'Play on!'

BNP Paribas' Morris says the big worry now is economic 'overheating'

ChartPattern's Zanger: The market 'needs some Prozac, that's for sure'

3Edge's Folts: Be diversified, because 'It's impossible to game where this goes'

Schwab's Sonders on the need to diversify your strategy in A.I.

Allspring's Bory: Bond investors should capture the Fed's 'uncertainty premium'

StockCharts' de Kempenaer; Don't jump in front of this 'freight train' of a market

John Hancock's Miskin says IPO boom could be a sign of a bubbly market

Interactive Broker's Sosnick: 'I can't fight the tape, but I can't embrace it either'

Value investor Davis on how investing is changing in the age of A.I.

Man Group's Hooper: A priced-for-perfection market is poised for trouble

Northwestern Mutual's Schutte: 'We're in economic cycle overtime'

Glenview's Stone: 'Earnings are the fuel that sends stocks higher'

Crossmark's Fernandez: Market needs a pause, but can regroup by year end

Bridgeway's Pozharny: AI infrastructure boom 'will make builders poor and users rich'

NDR's Kalish says solid fundamentals will keep overpowering global econ worries

Bullseye Trades' Bishop: 'I think it's a dangerous time in the market here'

Financial history shows that the American Dream is alive and achievable

ICON's Callahan: Earnings and value are growing; prices are 'trying to keep up'

LPL's Turnquist: Market's winning streak portends strong run to year's end

New Constructs' Guske on how SpaceX stock may implode upon launch

Wells Fargo's Cronk: Raising rates in an oil shock 'is a categorical mistake'

Resource investor Rozencwajg: Today's oil 'shock' is tomorrow's building catastrophe

Investors haven't 'planned for enough,' particularly with inflation

AAII's Rotblut on the potential meaning of 'vanishing optimism'

Voya's Stein: Rates are rising now so they can fall again soon

KraneShares' Ahern: China's 'not all rainbows, unicorns,' but it's no 'apocalypse '

XYPN's Almeida: 'The biggest risk in front of us is geopolitical risk'

Zacks' Blank: Oil shock will trigger rate hikes and, possibly, recession

SLC's Mullarkey: Market needs war resolution, or an inflection point is coming

DeCarley's Garner: Market is 'starting to get wildly overdone'

Baird's Mayfield: The Fed is done cutting; market's not done rising

ProShares' Hyman: Earnings will keep powering market past headlines

Sanjac Alpha's Wells: Interest rates will rise this year, even if the Fed cuts

Does the media's soft vs. hard data coverage mislead investors?

Touchstone's Aarts on why oil prices are causing higher bond yields

Westwood's Sanghani on how war has changed the oil demand outlook for years

Ocean Park's St. Aubin: Market is overvalued but downside risk isn't too high

Commonwealth's McMillan: Trouble's still coming, but not for a while

Channel Capital's Roberts: Markets will stay happy with even a hint at rate cuts

Northwestern Mutual's Stucky on why earnings growth overcomes headline risks

Rayliant's Hsu on a resilient market that is 'separated from reality'

Water Tower's Severson: The economy sees $75 oil 'as the new $60'

BlackRock's Laipply on the 'generational opportunity' in fixed income

ETFTrends' Lydon: Pet care ETF is not for the dogs

Chautauqua's Beitner: Trade wars could cause a technical recession