MoneyShow MoneyMasters Podcast

In this episode, Larry McDonald joins the MoneyShow MoneyMasters Podcast to discuss what he calls "The Great Migration" of capital from tech and growth stocks into hard assets. The founder of The Bear Traps Report explains why the traditional 60/40 portfolio is failing – and why investors should consider a significant allocation to commodities like gold, silver, base metals, and energy. McDonald also warns of a potential "blowoff top" in AI and semiconductor names, arguing that these sectors are trading at unsustainable levels far above their moving averages. He also critiques the "dark side" of passive investing, where major index sponsors may be indirectly force-feeding overvalued IPOs to unsuspecting 401k investors. Looking ahead, the discussion focuses on the essential power infrastructure needed for the AI growth cycle, highlighting opportunities in uranium, natural gas, and "trapped gas" plays. Finally, learn how even a small fraction of the trillions of dollars currently in the NASDAQ 100 could dramatically revalue hard asset and value plays in the coming years.   CHAPTERS: 00:00 The Great Migration: Capital Shifts from Tech to Hard Assets 01:48 The Failure of the 60/40 Portfolio and Long-Duration Bond Pain 04:52 Global Interest Rate Trends and Inflationary Pressures 06:48 Consumer Stocks and the Impact of Rising Energy Costs 08:23 AI Expectations vs. Sustainability and the Semiconductor "Blowoff Top" 11:16 The Dark Side of Passive Investing and Forced Index Buying 14:09 Powering the AI Cycle: Uranium, Natural Gas, and "Trapped Gas" 16:56 Infrastructure Revaluation and Data Center Energy Solutions 17:49 The 21st Century Playbook: Revaluing Value Stocks from NASDAQ Capital   Don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us May 14-16, 2026 at the MoneyShow Masters Symposium in Dallas! Register here: https://dallasmms.moneyshow.com/?scode=061246   For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page: https://www.youtube.com/@MoneyShow/podcasts Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2 Facebook: https://www.facebook.com/OfficialMoneyShow/ Instagram: https://www.instagram.com/moneyshow/# TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en X (Twitter): https://x.com/moneyshow LinkedIn: https://www.linkedin.com/company/moneyshow/

Market experts JC Parets (Chief Market Strategist at TrendLabs) and Steve Strazza (Chief Market Strategist at All Star Charts) join this MoneyShow MoneyMasters Podcast episode to break down why they believe the current bull market is entering a powerful new phase. They provide evidence that the bears are wrong – including rallying transports, small caps, and emerging markets – and explain why traders and investors should remain aggressive despite common negative narratives. The experts then walk through key technical charts, highlighting the significance of the "scoop and score" move back to all-time highs. They also share practical tactical tips, including how to use short-dated call options and ratio charts to identify market leadership and manage risk. Looking beyond big tech, the discussion covers the "commodity supercycle" and the potential for a major volatility expansion in the bond market. Finally, you’ll learn which sectors are currently in "money-making mode" – and what warning signs to watch for that would signal the primary trend is finally beginning to shift. CHAPTERS: 00:00 Introduction and Market Evidence Overview 04:32 Global Primary Trends and Secular Bull Breakouts 08:48 Big Tech Leadership and the Energy Sector Ratio 11:39 Dow Jones Transportation Average: Analyzing Global Logistics 15:15 Tactical Trading Strategies: Short-Dated Call Options 19:11 Intermarket Analysis and Using Ratio Charts for Risk Appetite 22:40 Credit Market Analysis: Private Equity and Software Bases 27:15 The Commodity Super Cycle and Bond Market Volatility 31:32 Identifying Bearish Warning Signs and the "Trash Trade" 34:25 Outlook on Precious Metals: Long-term Silver and Gold Targets Don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights! 📅 Join us May 14-16, 2026 at the MoneyShow Masters Symposium in Dallas! Register here: https://dallasmms.moneyshow.com/?scode=061246 

Dr. Ed Yardeni joins the MoneyShow MoneyMasters Podcast to analyze how recent Middle East conflicts and "the fog of war" are reshaping the global economic outlook. He discusses why he raised his recession odds to 35% and how current geopolitical volatility may force the Federal Reserve to pause interest rate cuts indefinitely. The discussion explores the risk of a 1970s-style "lost decade" versus the resilience of a more energy-independent US economy. Yardeni examines the ripple effects of oil price spikes on commodity markets, including potential shortages in fertilizer and rising food prices. Beyond the war headlines, Yardeni breaks down why the AI revolution remains a powerful long-term productivity driver rather than a dot-com bubble repeat. He also provides a unique perspective on the leadership at the Fed and the looming liquidity risks within the private credit market.

In this episode, David Keller, President and Chief Strategist at Sierra Alpha Research, joins the MoneyShow MoneyMasters Podcast to break down a stock market that is being pulled in multiple directions at once. Keller explains how leadership had already been rotating away from big tech and aggressive growth stocks before the latest Middle East conflict added another layer of risk. He then walks through what the charts are saying now about sector rotation, credit spreads, market volatility, defensive leadership, foreign stocks, precious metals, energy, and real estate – and why investors should focus less on the headlines and more on what price action is actually confirming. The conversation also covers the key levels Keller is watching in names like Nvidia, Goldman Sachs, and other widely held stocks...along with where he still sees relative strength and where caution is starting to build. CHAPTERS: 00:00 Welcome and Why This Event Matters Now 01:46 David Keller Joins the Podcast 02:27 The Market Was Already Changing Before the Latest Conflict 04:03 Rotation Away From Big Tech and Growth Leadership 07:33 Why Defensive Sectors Starting to Lead Matters 10:18 Sector Performance and What the Rotation Is Saying 13:44 Gold, Silver, Foreign Markets, and Relative Strength 16:31 Headline Risk, Volatility, and How to Read the Noise 21:14 Stocks and Sectors Still Showing Strength 25:14 Warning Signs in Nvidia, Financials, and Real Estate Don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!  

War has erupted again in the Middle East, raising major questions for energy markets, inflation, and the global economy. In this bonus episode of the MoneyShow MoneyMasters Podcast, Dr. Anas F. Alhajji, Managing Partner at Energy Outlook Advisors, explains why the current conflict could have far-reaching consequences for oil, natural gas, fertilizer supply chains, and global shipping through the Strait of Hormuz. Then Marta Norton, Chief Investment Strategist at Empower Investments, discusses how this geopolitical shock could affect stock, bond, and currency markets, inflation expectations, and Federal Reserve policy — plus what investors should focus on during periods of uncertainty. It’s timely, actionable guidance at a time of heightened market volatility. CHAPTERS: 00:00 Middle East Conflict Raises Global Market Questions 02:10 Why This Crisis Is Different From Past Middle East Wars 04:50 Oil Shipping Risks and the Strait of Hormuz 07:40 Global Impact on LNG, Fertilizers, and Energy Markets 10:50 Why China, India, and Europe Face Different Risks 14:30 How This Crisis Compares to Past Oil Market Shocks 15:45 Marta Norton on Market Volatility and Investor Sentiment 19:40 Oil Prices, Inflation Risk, and Federal Reserve Policy 23:05 Investment Opportunities During Market Fear 26:30 Why Investors Should Focus on Long-Term Strategy

Live from the 2026 MoneyShow Las Vegas, we sat down with Oliver Renick (Chicago: Future of Finance) and Cullen Roche (Discipline Funds) to talk about how investing is changing and how your portfolio should change with it.   We cover Cullen’s new book Your Perfect Portfolio, why there’s no single “perfect” strategy, and how to think about diversification in a market full of rotation, volatility, and big valuation gaps between the U.S. and global stocks.   Meanwhile, Oliver breaks down the rise of the “pro-tail” investor, how options and convexity are reshaping portfolio construction, and why AI is changing correlations across stocks, gold, and Bitcoin.   We also get into crypto’s role in portfolios, hedging with options and buffer funds, and why semiconductors may be the real signal to watch in 2026.   If you’re trying to build a smarter, more resilient portfolio for what’s coming next, this episode is for you.   CHAPTERS:   00:00 — Live from MoneyShow Las Vegas & guest introductions 01:00 — Your Perfect Portfolio and modern portfolio strategies 02:10 — The “pro-tail” investor, options, and convexity 03:45 — 2026 market volatility, rotation, and diversification 04:50 — Bitcoin, crypto, and alternative assets in portfolios 05:55 — AI as a productivity shock and changing correlations 08:55 — Hedging risk: geopolitics, tail risk, and buffer funds 11:25 — 2026 outlook: global markets, semiconductors, and expectations Don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us on our next event, April 9–11, 2026 at the MoneyShow Masters Symposium in Hollywood, Florida!    Register here: https://hollywoodfloridamms.moneyshow.com/?scode=061246     For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/   

Rotation is the word of the year, and it’s reshaping everything from tech stocks to energy, materials, and even global markets. In this episode of the MoneyShow MoneyMasters Podcast, we sit down with Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, and Paul Hickey, Co-Founder of Bespoke Investment Group, to break down what this market rotation really means for investors. We talk through why leadership is shifting away from mega-cap tech, how a “bullish but brittle” market changes portfolio strategy, and where investors need to be more selective right now. The conversation also touches on interest rates, the Fed, fixed income strategies, global markets, and what recent volatility in commodities and crypto is signaling about liquidity and risk. If you’re trying to navigate a market that’s broadening out, getting choppier, and requiring far more tactical trading than it used to, this episode will help you understand where the opportunities (and the risks) are hiding.   CHAPTERS: 00:00 — 2026 Is a Market of Rotation, Not One Trade 02:10 — “Bullish but Brittle”: What That Really Means 04:10 — Which Sectors Are Working (and Which Aren’t) 06:00 — AI Disruption, SaaS Pressure, and Market Uncertainty 08:10 — Growth, Rates, and Why the Story Cuts Both Ways 09:20 — The Fed, Rate Cuts, and the Fixed Income Outlook 11:50 — Why Global Markets Are Beating the U.S. 14:00 — Gold, Silver, and Crypto: Signal or Speculation? 17:20 — What Q1 Earnings and “Triple Plays” Could Reveal 19:10 — How to Buffer Volatility in Your Portfolio   Don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights! See our upcoming in-person and virtual events: https://www.moneyshow.com/live-events/?scode=061982 Follow us for more free content in your daily scroll! Twitter: https://twitter.com/moneyshow Facebook: https://facebook.com/officialmoneyshow Instagram: https://instagram.com/moneyshow TikTok: https://www.tiktok.com/@officialmoneyshow Threads: https://www.threads.net/@moneyshow

AI stocks and crypto just got rocked — and the bounce since then hasn’t exactly inspired confidence. In this episode of the MoneyShow MoneyMasters Podcast, we sit down with Michael Lee of Michael Lee Strategy and Merlin Rothfeld of the Trading Academy to unpack what’s really behind the recent turbulence. We break down the liquidity squeeze hitting markets, the surge in AI capex, and why SaaS and software names are suddenly under pressure. We also dig into Bitcoin’s pullback, the crypto shakeout, and what past cycles suggest about what could come next. Then we zoom out to the bigger picture: tokenization, digital financial rails, and whether blockbuster IPOs like OpenAI and SpaceX could reshape market sentiment. It’s a fast-moving, no-nonsense conversation about risk, hype, and where the real opportunities might be hiding. CHAPTERS: 00:00 — AI Stocks and Crypto Pull Back: What’s Fueling the Move 01:40 — Liquidity Crunch and the Government Shutdown Effect 02:44 — “Softwaremageddon,” SaaS Risk, and Multiple Compression 04:55 — Crypto Shakeout: Why Most Tokens Won’t Survive 07:42 — Bitcoin’s 4-Year Cycle and What It Could Mean Next 09:26 — AI Capex + Debt: Why Big Tech Keeps Borrowing 12:18 — Token Demand, Infrastructure, and Why Volatility Stays 14:11 — Nvidia Concentration + OpenAI Leverage Risk 18:48 — OpenAI/SpaceX IPOs: Hype, Timing, and How Traders Play It 23:10 — Tokenization and the Shift to Digital Financial Rails Don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights! 📅 Join us April 9–11, 2026 at the MoneyShow Masters Symposium in Hollywood, Florida to see Merlin and Michael live! Register here: https://hollywoodfloridamms.moneyshow.com/?scode=061246

In this episode of the MoneyShow MoneyMasters Podcast, Mike sits down with Katie Stockton, Founder and Managing Partner of Fairlead Strategies, to break down what the charts are really saying about markets in 2026. Katie explains how technical analysis is shaping her outlook for big tech, software, energy, materials, and small caps – and why market leadership is rotating away from mega-cap tech. She also shares her read on the recent volatility in commodities, including gold and silver, and what the signals suggest for the months ahead. The conversation covers downside exhaustion in software, improving setups in energy and materials, the case for international markets, and the key support level investors should watch in the S&P 500. It’s a practical, chart-driven look at risk, rotation, and opportunity in today’s market. CHAPTERS: 00:00 — Introduction 01:00 — How Fairlead Uses Technical Analysis 02:10 — Rotation Out of Big Tech and Market Leadership Shifts 03:45 — What’s Happening in Software and Mega-Cap Tech 05:30 — Energy and Materials: Where the Turnarounds Are 07:00 — Gold, Silver, and the Recent Commodity Volatility 08:20 — International and Emerging Markets vs. the U.S. 09:50 — Market Risk, Momentum, and the Key S&P 500 Support Level 11:20 — What Signals Would Change the Bull Market Outlook 13:20 — Wrap-Up and Upcoming MoneyShow Event Don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights! 📅 Join us April 9–11 at the MoneyShow Masters Symposium in Hollywood, Florida, and see Katie Stockton live! Register here: https://hollywoodfloridamms.moneyshow...  

Markets move fast. Great investing rarely does. In this session from the MoneyShow Virtual Expo held Jan. 27–28, 2026, Mike Larson, our Editor-in-Chief, caught up with David Gardner, co-founder and chief rule breaker at The Motley Fool, to talk about how investors can cut through noise and build lasting wealth in 2026 and beyond. David breaks down why long-term investing still beats short-term trading, how information overload has made investing harder, and why many of the best stocks in history looked “overvalued” – before they became legendary. He shares the thinking behind Rulebreaker Investing, including the habits that matter most, the role of conscious capitalism, and why portfolios should reflect your vision of the future, not the headlines of the day. The conversation also touches on short-term speculation, prediction markets, crypto, dividend stocks, and why David believes real investing means staying patient when others panic. This is a clear-eyed framework for investors who want to think independently...and play the long game.   CHAPTERS: 00:00 – Opening the MoneyShow Virtual Portfolio Review Expo 01:08 – David Gardner and the Origins of The Motley Fool 03:46 – Long-Term Investing vs Short-Term Trading 05:03 – Why Information Overload Hurts Investors 06:16 – Social Investing and Learning From Others 08:01 – Prediction Markets and Speculation 09:43 – Why David Wrote Rulebreaker Investing 11:39 – Habits of Market-Beating Investors 14:32 – How to Spot Rulebreaker Stocks 18:02 – Building a Portfolio That Reflects Your Future 22:45 – Ignoring Headlines and Playing the Long Game Don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us February 23-25 at the 2026 MoneyShow/TradersEXPO Las Vegas!    Register here: https://www.lasvegasmoneyshow.com/registration/?scode=061246    For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/ 

With more than 5,000 ETFs on the market, figuring out which ones are right for you has become increasingly challenging.   On this episode of the MoneyShow MoneyMasters Podcast, we caught up with Dave Nadig to break down what’s really happening inside the ETF boom. He explains how and why ETFs have become the default way investors get market exposure, which new innovations are fueling growth, and the benefits and drawbacks of various funds. Among those covered: Buffered ETFs, option-income funds, and leveraged products.   Dave has been around since the earliest days of ETFs, with leadership roles at ETF.com, FactSet, and Barclays Global Investors. He’s seen innovation create value and he’s seen it create traps.   Bottom line? ETFs can be powerful tools, or expensive distractions. This episode helps you tell the difference.   CHAPTERS:   00:00 – There’s an ETF for That 01:13 – How ETFs Became the Default 02:13 – Inside a Mature ETF Market 03:54 – Real Innovation vs Noise 04:48 – Buffered ETFs and Income Products 05:50 – When Yield Becomes a Trap 08:19 – Leverage or Speculation? 09:56 – Why Trust Matters in ETFs 11:38 – Private Assets Inside ETFs 14:11 – Finding Treasure, Avoiding Traps in 2026 Don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us February 23-25 at the 2026 MoneyShow/TradersEXPO Las Vegas!  Register here: https://www.lasvegasmoneyshow.com/registration/?scode=061246

2026 is shaping up to be a year defined by economic uncertainty, geopolitical tensions, and rapid technological change. For investors, the challenge is understanding which risks actually matter – and where opportunity may emerge.   In this episode of the MoneyShow MoneyMasters Podcast, Jason Schenker, president of Prestige Economics and chairman of The Futurist Institute, breaks down the major forces shaping markets in 2026. He shares his outlook on the labor market, inflation, and Federal Reserve policy, explains his “Cold War Two” framework for today’s geopolitical risks, and discusses how Artificial Intelligence is becoming an invisible but essential operating system across the global economy.   From macro trends to AI adoption and global power shifts, Jason offers investors a clear framework for navigating the year ahead with perspective rather than reaction.   CHAPTERS:   00:00 – Why 2026 Is a Pivotal Year 00:26 – Jason Schenker’s Background and Research Focus 01:51 – The State of the U.S. Labor Market 02:48 – Job Openings, Unemployment, and Market Mismatch 03:54 – Recession Risks and Payroll Trends 05:22 – Fed Policy and Rate Cut Expectations 06:10 – Inflation Pressures and the Fed’s Constraints 08:41 – The Cold War II Framework Explained 09:53 – Ukraine, China, Taiwan, and Global Risk 13:28 – AI as the New Operating System 16:38 – What AI Means for Investors and Businesses 19:45 – Key Takeaways for 2026 Investors Don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!

The biggest winners in MoneyShow’s 2025 “Top Picks” project came from one sector: metals, miners, and materials.   In this special MoneyShow MoneyMasters Podcast roundtable, four of the year’s top-performing forecasters explain why their picks dominated the Top Pros Top Picks leaderboard – and what comes next as investors look toward 2026.   Omar Ayales breaks down where we are in the gold and silver cycle and why silver could take the lead next. Peter Krauth digs into the supply squeeze driving silver higher and why miners may still be mispriced. Brien Lundin lays out his long-term bull case for gold using historical cycles, while Philip MacKellar steps outside precious metals to flag rare earths, critical materials, and overlooked opportunities most investors are missing.   Together, they review what worked in 2025, what surprised them, and where disciplined investors may find opportunity as the new year approaches.   CHAPTERS:   00:07 – Top Pros Top Picks Overview and 2025 Results 01:54 – Silver Fundamentals and Leveraged Mining Exposure 05:15 – Gold Cycles, Technical Setups, and Junior Miners 08:36 – the Metals Bull Market and Producer Catch-up 12:08 – Rare Earths and Critical Materials Outside China 15:22 – Where Value Remains After Major Sector Gains 19:39 – Silver Supply Constraints and Miner Valuations 21:31 – Price Outlooks for Gold and Silver 27:41 – Long-term Cycle Targets and Seasonality 31:12 – Contrarian Ideas and Overlooked Sectors for 2026 Don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   To get your copy of the 2026 MoneyShow Top Picks Report, click here: https://forms.moneyshow.com/top-picks-2026-pre    📅 Join us February 23-25 at the 2026 MoneyShow/TradersEXPO Las Vegas!    Register here: https://www.lasvegasmoneyshow.com/registration/?scode=061246    For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/

Recorded LIVE at the 2025 MoneyShow Masters Symposium in Sarasota, this episode features Larry McDonald, bestselling author and founder of The Bear Traps Report. We sat down for a high-impact breakdown of the macro forces that could define 2026 – and what investors should DO in response! Larry explains why falling rates, aggressive fiscal spending, and the energy demands of the AI boom are setting the stage for a major rotation into hard assets. He also pulls back the curtain on the risks building inside the $1.8T private credit market and how financial repression is steering banks deeper into Treasuries. It’s fast, punchy, and packed with insight for anyone positioning their portfolio for the year ahead. CHAPTERS: 00:00 — Intro from Sarasota 00:18 — Why Hard Assets Shine in an Inflationary Setup 01:15 — AI Power Demand and the Case for Natural Gas & Coal 02:42 — Gold, Silver, Copper & the Coming Rotation 03:58 — Lithium, Rare Earths & Resource Discipline 05:08 — The “Silent” AI Trade in Coal Equities 06:03 — The Private Credit Liquidity Mismatch 07:15 — Financial Repression and Treasury Demand 08:05 — Final Thoughts & Positioning for 2026 Don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights! 📅 Join us February 23-25 at the 2026 MoneyShow/TradersEXPO Las Vegas!  Register here: https://www.lasvegasmoneyshow.com/registration/?scode=061246  For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts  Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/   

Markets look calm on the surface, but the forces shaping the environment in 2026 will be anything but subdued.   In this MoneyShow MoneyMasters Podcast episode filmed at our 2025 Sarasota Symposium, José Torres of Interactive Brokers and Steve Hou of Bloomberg Index Research break down the real drivers behind inflation, interest rate expectations, consumer behavior, quantitative analysis, and more. They also explain what could derail the growth outlook, how stretched consumers are reshaping spending trends, what falling volatility is signaling, and where risk may be hiding in both stocks and fixed income. The conversation also digs into index construction, sector weighting effects, profiting from changes in corporate earnings trends, plus the scenarios that could push the Fed into action sooner than markets expect. If you want a grounded take on how professional economists and index researchers see 2026 unfolding, this episode will sharpen your framework – and help you navigate the months ahead. CHAPTERS: 00:06 – Sarasota intro and guest introductions 00:28 – Jose on the next decade of market leadership 01:56 – Rate cuts, yields, and improving consumer trends 03:22 – AI valuations and earnings horizons 04:37 – The K-shaped economy and shifting spending patterns 06:10 – East Coast strength vs. Midwest moderation 07:58 – Labor supply, immigration policy, and wage pressure 10:10 – Steve on quant signals and factor behavior 12:27 – Quality, capex risk, and market structure 15:34 – Final guidance on market positioning If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights! 📅 Join us February 23-25 at the 2026 MoneyShow/TradersEXPO Las Vegas! Register here: https://www.lasvegasmoneyshow.com/registration/?scode=061246   For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page: https://www.youtube.com/@MoneyShow/podcasts Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2 Facebook: https://www.facebook.com/OfficialMoneyShow/ Instagram: https://www.instagram.com/moneyshow/# TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en X (Twitter): https://x.com/moneyshow LinkedIn: https://www.linkedin.com/company/moneyshow/

The biggest mistake investors are making right now is hiding in one country and one market. In this MoneyShow MoneyMasters Podcast episode, Cambria Investments CIO Meb Faber breaks down why global markets are setting up for a major shift and why the next decade might belong to value, foreign stocks, and yield-focused strategies rather than the same concentrated group of US mega-caps. Meb explains why Mag 7 dominance is unlikely to last, why cheap international markets are flashing their strongest signals in years, and how “shareholder yield” strategies are quietly outperforming traditional dividend investing. He also unpacks why US investors may be sitting on the most expensive stocks in the developed world – and what history suggests happens next. If you’re trying to figure out how to position your portfolio for the next market cycle, this episode gives you the roadmap. 

Crypto is getting volatile again, and the forces driving it are more complicated than just what shows up in price charts.   In this episode of the MoneyShow MoneyMasters Podcast, Andrew McCormick, Head of eToro US, breaks down what shaped the explosive start to 2025, why the recent pullback has not shaken long-term conviction, and how crypto ETFs, regulation shifts, and changing investor behavior are transforming the digital asset landscape.   Andrew also explains how institutions are changing market structure, why retail investors have become more resilient than ever, and how social investing and AI analysis tools are reshaping decision making across generations. If you want a clear, grounded look at the next phase of crypto adoption AND traditional asset trading, this conversation brings the trends into focus. CHAPTERS:   00:00 Introduction and background 01:24 What fueled crypto’s early 2025 rally 03:00 Factors behind the recent pullback 04:29 How institutional adoption is reshaping volatility 06:18 Retail sentiment and buying the dip 08:10 Global retail trends from eToro data 10:03 The rise of social investing 12:05 Why transparency matters in investor networks 13:58 How AI tools are changing retail trading 15:40 What Andrew will cover at the Las Vegas Traders Expo If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us at the MoneyShow/TradersEXPO Las Vegas, February 23-25, 2026 | Paris Las Vegas  Register here: https://www.lasvegasmoneyshow.com/?scode=061246    For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/ 

AI is reshaping the economy faster than anyone expected – and investors are trying to catch up.   In this episode of the MoneyShow MoneyMasters Podcast, Dr. Ed Yardeni, President of Yardeni Research, and José Torres, Senior Economist at Interactive Brokers, join host Mike Larson to break down what’s really driving the 2025 market. From the AI-led capex surge and slowing payroll growth to rising productivity and stretched valuations, they unpack how technology, labor, and policy are shaping the next leg of the cycle.   Yardeni explains why he still believes we’re living through the “Roaring 2020s,” while Torres highlights how earnings strength, immigration policy, and a more flexible Fed could keep the economy expanding, even with inflation hovering near 3%. Together, they reveal why they both remain relatively bullish – and what investors should watch as 2026 comes into view. CHAPTERS:   00:00 – Market Setup and AI-Driven Pullback 01:52 – Data Centers, CapEx, and Digital Evolution 03:48 – AI’s Impact on Productivity and Profits 05:18 – Labor, Immigration, and Slowing Payrolls 07:14 – Valuations, Earnings Growth, and Fed Cuts 09:36 – Inflation Trends and Service-Sector Pressure 11:33 – Private Credit and Hidden Risk Debate 14:55 – Sector Outlook: Financials, Energy, Small Caps 18:40 – The “Roaring 2020s” and Structural Tailwinds 21:52 – Sarasota Preview and Final Takeaways If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us December 1-3 at the 2025 MoneyShow Masters Symposium Sarasota!  Register here: https://sarasotamms.moneyshow.com/?scode=061246 

Is the AI-fueled rally about to peak, or are we still in the early innings of a historic market transformation?   In this episode of the MoneyShow MoneyMasters Podcast, Ed Clissold, Chief US Strategist at Ned Davis Research, pulls back the curtain on what’s really powering the markets as 2025 winds down. From record-breaking earnings and the quiet efficiency revolution happening inside corporate America to a Fed that’s walking a fine line between stimulus and stability, Clissold reveals why today’s setup feels uncannily like the late 1990s (before everything changed).   He also digs into the under-the-radar data most investors are missing: the hidden recession signals to watch out for, the quiet comeback brewing in small caps and value stocks, and why sectors like utilities, materials, and healthcare could become the unexpected winners of 2026 as tech giants face their first real test. CHAPTERS:   0:00 Market Setup and AI’s “Hamster Wheel” 1:00 Ed Clissold on His Background and Role at NDR 2:10 Momentum and Investor Positioning Into Q4 4:40 Labor Trends, Layoffs, and the AI Productivity Shift 8:20 Fed Rate Cuts, Neutral Policy, and New Chair Uncertainty 12:00 How Market History Rhymes During Fed Pauses 13:00 Are We in an AI Bubble…or a New Tech Cycle? 15:00 Valuations, Capex Booms, and Investor Sentiment Parallels 18:00 Sectors to Watch: Utilities, Materials, Healthcare 20:10 Preview of Ed’s Upcoming Sarasota Presentation If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us December 1-3 at the 2025 MoneyShow Masters Symposium Sarasota!  Register here: https://sarasotamms.moneyshow.com/?scode=061246    For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/ 

From rising private-credit risk to the options-trading boom and AI-fueled rallies, this market keeps taking punches…and bouncing back. In this double-length MoneyShow MoneyMasters podcast episode – recorded live at the MoneyShow Orlando (Oct 16–18, 2025) – David Keller and Steve Sosnick unpack what’s really driving price action now. They also explore narrowing leadership, breadth, and momentum deterioration, the rotation into defensives, and how retail “buy the dip” behavior shows up in options flows.   We then dig into gold’s surge alongside equities, why trend-followers still respect the tape, where AI winners and laggards are diverging, and how to size positions without letting one theme take over your portfolio. Sosnick then breaks down volatility as a mean-reverting asset, the surge in leveraged ETFs, selling puts vs. buying protection, and timeless lessons from 1987…including the RIGHT way to think about the so-called “Fed put.” CHAPTERS:   0:00 Market Setup, Private Credit, Options Boom, Resilience vs Recklessness 1:05 David Keller on Trend Following and Early Signals 3:36 Recent Selloffs, Liquidity, FOMO, Staying Power 4:59 Key Lines in the Sand, 50-Day MAs, Leadership Risks 6:18 Defensive Rotation, Breadth and Momentum Shifts 6:56 Gold and Dollar, Trend Tools and Position Sizing 9:06 AI Trade, Picking Winners and Managing Risk 12:27 Four Pillars, Fundamentals, Technicals, Macro, Behavioral 14:48 Steve Sosnick on Retail Buying, Options Flows, Leverage 20:59 VIX and Mean Reversion, Lessons from 1987 and the Fed Put If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us December 1-3 at the 2025 MoneyShow Masters Symposium Sarasota!  Register here: https://sarasotamms.moneyshow.com/?scode=061246    For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/

Solana isn’t just a blockchain — it’s evolving into the backbone of modern finance. In this episode of the MoneyShow MoneyMasters Podcast, Nick Ducoff, Head of Institutional Growth at the Solana Foundation, explains how Solana is powering a new generation of financial infrastructure.   From the explosion of stablecoins and tokenized assets to the rise of crypto ETFs and institutional adoption, Ducoff breaks down how speed, cost-efficiency, and regulatory clarity are pushing Solana to the forefront of the digital asset revolution.   We also dive into the recent $19 billion crypto flash crash, Solana’s resilience during market extremes, and why Ducoff believes banks and global financial institutions will ultimately have to build on public blockchains to stay competitive. CHAPTERS:   0:00 Crypto Asset Class Opportunities 0:34 The Recent Crypto Flash Crash Explained 1:32 What Is Solana and Its Role 2:20 Public vs Private Blockchains 3:38 Stablecoins Growth on Solana 4:47 Solana’s Speed and Low Fees 6:01 Why Fast Low Fees Matter in Flash Crashes 6:47 Banks and Public Blockchain Adoption 8:09 How Banks Are Deploying Stablecoins 10:07 Investment Vehicles: ETFs and Tokenized Assets 13:55 The $19 Billion Liquidation Event 16:52 Regulation, the Genius Act, and the Clarity Act 17:07 The Future of Crypto—Nick’s Predictions If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us December 1-3 at the 2025 MoneyShow Masters Symposium Sarasota!  Register here: https://sarasotamms.moneyshow.com/?scode=061246    For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/ 

Can AI stocks keep charging higher or is this a bubble about to burst?    On the MoneyShow MoneyMasters Podcast, Marta Norton from Empower Investments gets real about what’s driving the AI stock surge and what issues AI investors face. She also covers gold hitting record highs and the Bitcoin buzz that’s got every investor talking.   Plus, the chief investment strategist breaks down the powerful stock market rally, investment risks, government shutdown drama, and why the economy feels “splintered” in 2025. And she shares expert insights on Fed policy, market momentum and resilience, and what to expect when it comes to the economic outlook for 2026.   CHAPTERS:   00:00 — Introduction and Market Overview 01:00 — Can AI Stocks Keep Rallying? 03:00 — Gold and Bitcoin Surges Explained 05:00 — Risks to the 2025 Market Rally 07:00 — Government Shutdown Impact on Markets 09:00 — Economic “Splintering” and What It Means 11:00 — Fed Policy and Rate Cut Expectations 13:00 — What’s Next in 2026: Housing and Sovereign Debt 15:00 — Final Thoughts  If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us December 1-3 at the 2025 MoneyShow Masters Symposium Sarasota!  Register here: https://sarasotamms.moneyshow.com/?scode=061246    For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/

In this episode of the MoneyShow MoneyMasters Podcast, senior alternatives investment strategist Tony Davidow of the Franklin Templeton Institute and managing director Scott Zelniker of UBS-The Zelniker Dorfman Carr & Heritage Group share their insights on the current stock market rally after two years of exceptional gains.    They discuss whether the strong momentum can continue and explore key market drivers including the Fed’s rate cuts, the ongoing technology revolution, and the resilience of US equities despite geopolitical and trade risks.   Davidow also delves into the growing significance of private markets, revealing why private equity, private credit, and real estate debt could be the best opportunities in the years ahead. Plus, they explain why investors should reconsider traditional office real estate and consider diversified approaches in both public and private assets.   Whether you’re navigating the complexities of valuation or looking for actionable investment themes for 2026, this episode offers expert perspectives on balancing optimism with caution in today’s evolving market landscape. CHAPTERS:   00:00 — Introduction and Market Overview 02:00 — Can the Market Rally Last? 04:30 — Impact of Fed Rate Cuts on Stocks 07:00 — Technology Revolution as a Long-Term Tailwind 09:30 — US Equities vs. Foreign Markets in 2025 12:00 — Role of Big Tech and Sector Rotation 14:00 — The Rise of Private Markets and Alternatives 17:30 — Private Credit and Lending Trends 20:00 — Real Estate Insights Beyond Office Sector 22:30 — Top Opportunities and Risks for 2026 25:00 — Final Remarks and Upcoming Sarasota Symposium If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us December 1-3 at the Sarasota Symposium with Tony Davidow and Scott Zelniker for the latest market outlook. Register here:https://sarasotamms.moneyshow.com/?scode=061246

In this episode of the MoneyShow MoneyMasters Podcast, emerging markets legend Dr. Mark Mobius shares his outlook on global markets, from Asia’s top growth engines to Latin America’s reform stories.   Mobius explains why China is outperforming India, how Japan’s corporate reforms are creating new opportunities, and why Taiwan and Vietnam remain hotspots for tech and manufacturing. He also highlights the role of Brazil and Argentina in the next wave of growth, and why he favors defense ETFs, technology stocks, and gold over crypto.   Plus, he lays out his views on the US dollar, Fed policy, and Trump’s potential impact on global markets, while addressing geopolitical risks in Europe and Taiwan. Finally, Mobius reveals why stop-loss discipline is essential after the big run in global equities. You won’t want to miss which global markets are Mobius’ favorites for 2025-2026 – and why. CHAPTERS:   00:00 — Introduction & Global Outlook 01:10 — China vs. India Performance Gap 03:15 — Japan’s Corporate Reform Tailwinds 05:00 — Taiwan and Vietnam as Growth Hotspots 07:30 — Latin America: Opportunities in Brazil and Argentina 10:05 — Defense and Tech ETFs for 2026 12:20 — Gold vs. Crypto for Investors 15:00 — The US Dollar, Fed Policy, and Trump Effect 18:10 — Geopolitical Risks: Europe and Taiwan 21:00 — Stop-Loss Discipline After the Rally 23:00 — Closing Thoughts  If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us for the 2025 MoneyShow/TradersEXPO Orlando (Oct. 16-18)!   Register here: https://orlando.moneyshow.com/?scode=061246    For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/ 

In this episode of the MoneyShow MoneyMasters Podcast, Sean Brodrick of Weiss Ratings and John Eade of Argus Research unpack today’s market drivers, record equities, gold’s strongest year since 1979, and ongoing Fed rate cuts. Sean explains why gold, mining stocks, and critical metals could be in a new supercycle, while John sees plenty of runway left for the bull market thanks to profit growth, lower rates, and tech leadership. They also debate whether AI is a bubble or a lasting market driver, how defense-tech and power grid expansion are creating opportunities, and where copper and lithium fit into the next leg of growth. Plus, they name their favorite stock picks in this environment. Find out where smart money is positioning ahead of 2026. CHAPTERS:   00:00 — Introduction & Market Backdrop 01:18 — Stocks vs. the Economy and Dollar Tailwinds 02:55 — Argus View: Bull Market Strength and Earnings Drivers 04:40 — Fed Rate Cuts and Implications for Multiples 06:15 — AI Boom or Bubble? 08:10 — Defense Tech, Power Grid, and AI Spillovers 09:55 — Gold’s Bull Market and Precious Metals Sentiment 12:40 — Financials, Exchanges, and Tech’s Influence 15:05 — Copper, Lithium, and Base Metals Outlook 17:45 — Rare Earths, Uranium, and New Copper Picks 19:45 — Preview: Brodrick & Eade at MoneyShow Orlando   If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us for the 2025 MoneyShow/TradersEXPO Orlando (Oct. 16-18)!   Register here: https://orlando.moneyshow.com/?scode=061246    For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/   

In this episode of the MoneyShow MoneyMasters Podcast, Jim Bianco, president of Bianco Research, and Steve Sosnick, chief strategist at Interactive Brokers, discuss how a 911,000-job revision is altering the outlook for the labor market and Fed policy.   Bianco explains why population growth may be the overlooked driver of employment trends, while Sosnick questions whether markets are misjudging the Fed’s next move as inflation lingers and the yield curve steepens. They also explore the gap between AI’s near-term reality and its long-term potential, along with the surprising strength in gold and metals amid rising political risk.   Find out how fast the markets are shifting.   CHAPTERS:   00:00 — Introduction & Labor Market Revisions 01:28 — Why Jobs Growth May Not Require Rate Cuts 03:00 — Fed Policy, Inflation Target, and Stagflation Risks 06:00 — Yield Curve Steepening and Political Risk in Europe 09:30 — Equities Resilience and Seasonality in September 13:00 — AI Spending: Short-Term Pain, Long-Term Revolution 18:30 — Lessons from the Dot-Com Bubble for Today’s AI Cycle 22:00 — Gold, Central Banks, and Political Risk in Europe 26:00 — The Fed Put: What It Really Protects 29:30 — Closing Thoughts & Upcoming MoneyShow Events   If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us for the 2025 MoneyShow/TradersEXPO Orlando (Oct. 16-18)!   Register here: https://orlando.moneyshow.com/?scode=061246    For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/ 

In this episode of the MoneyShow MoneyMasters Podcast, Nancy Davis, founder of Quadratic Capital Management, and Mike McGlone, senior macro strategist at Bloomberg Intelligence, dive into what the end of a historic yield-curve inversion and a Fed cutting cycle could mean for investors – particularly in precious metals and bonds.    Nancy breaks down why traditional bond benchmarks may not offer the safety many assume, while Mike explains what’s fueling gold’s breakout and why deflation risks are back on the radar.   They also touch on central bank gold buying, ETF flows, and how investors can think about balancing inflation and deflation in their portfolios. It’s a timely look at the forces shaping bonds, gold, other commodities, and stocks as 2026 nears. CHAPTERS:   00:00 — Intros and Guest Backgrounds 01:20 — Bond Market Shifts and Fed Policy 03:15 — Yield-Curve Inversion and What Comes Next 05:10 — Rate Cuts, Term Premium, and Real Rates 07:15 — Gold’s Breakout and Drivers 09:00 — Central Bank Buying and ETF Flows 11:00 — Silver, Platinum, and Broader Metals 13:00 — Inflation vs. Deflation Risks 15:10 — Core Bond Indices and Hidden Risks 19:50 — Final Takeaways and Event Details   If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us for the 2025 MoneyShow/TradersEXPO Orlando (Oct. 16-18)!   Register here: https://orlando.moneyshow.com/?scode=061246    For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/ 

In this episode of the MoneyShow MoneyMasters Podcast, Lyn Alden Schwartzer, founder of Lyn Alden Investment Strategy and contributing analyst to ElliottWaveTrader.net, discusses fiscal dominance — the rising influence of government deficits and spending over central banks on markets and inflation. She explains how this shift creates a hotter, less cyclical economic environment and what it means for investors navigating these changes in 2025.   Lyn also shares insights on the surge in precious metals, Bitcoin, and foreign markets, offers a cautious outlook on U.S. equities, and highlights the evolving impact of AI on the economy. This episode provides a clear, systems-based view to help listeners understand and adapt to today’s complex financial landscape. CHAPTERS:   00:00 — Intros and Lyn Alden’s Background 00:24 — Engineering and Market Analysis 01:28 — Fiscal Dominance Explained 02:59 — Fiscal vs Monetary Dominance for Investors 04:45 — Fiscal Dominance: US Focus, Global Views 06:25 — Fed Dovish Signals and Challenges 09:10 — Precious Metals, Bitcoin, and Digital Assets 12:45 — Market Outlook: Bitcoin, Gold, Equities 17:00 — Fixed Income: Bonds, Yields, Credit 21:30 — Closing and Live Events Info   If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us for the 2025 MoneyShow/TradersEXPO Orlando (Oct. 16-18)!   Register here: https://orlando.moneyshow.com/      For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/ 

In this episode of the MoneyShow MoneyMasters Podcast, Nicholas Bohnsack, President and CEO of Strategas Securities, and Amy Zhang, Executive Vice President and Portfolio Manager at Alger, reveal the powerful currents driving markets in 2025.   Nicholas breaks down the real implications of monetary policy moves, inflation trends, and labor market pressures – and shares his favorite investing themes. Meanwhile, Amy explains why and where small and mid-cap stocks are quietly outperforming, details how in-depth research can help drive results in the SMID space, and spotlights sectors and companies that are often overlooked.   From AI’s growing influence to the realities of deglobalization, they challenge conventional thinking and offer precise strategies for navigating risk and opportunity in an unpredictable landscape. CHAPTERS:   00:00 — Intros and Guest Backgrounds 02:30 — Macro Setup into Year End with Policy Tariffs and Positioning  05:00 — When Growth Becomes Scarce with Quality Pricing Power  07:31 — Labor as the Swing Factor and Reading Macro Signals  10:01 — Defining the SMID Universe and Finding Durable Business Models 12:32 — Discovery in Small and Mid Caps  15:02 — Innovation and AI Enablement with Case Studies 17:33 — Deglobalization, Supply Chains, and Security of Intellectual Property  20:03 — Risk Management Scenario Planning and Final Takeaways   If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us for the 2025 MoneyShow/TradersEXPO Orlando (Oct. 16-18)!   Register here: https://orlando.moneyshow.com/      For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/ 

In this episode of the MoneyShow MoneyMasters Podcast, Peter Schiff, Chief Global Strategist at Euro Pacific Asset Management, returns with his most urgent warning yet about the U.S. dollar and the bond market.   He explains why de-dollarization is accelerating as foreign central banks dump U.S. Treasuries for gold, why silver may be ready to outperform, and how tariff policy will backfire on the U.S. government and the bond market. Schiff warns the Fed has lost control of long-term rates and says the real crash will come when rate cuts and QE return, locking in stagflation and sending the dollar index toward 40.   You will also hear his bullish outlook on emerging markets, mining stocks, and commodities, plus why he thinks investors are overlooking the biggest financial shift in decades.   CHAPTERS:   0:29 — Peter Schiff’s 2024 Predictions That Came True 1:47 — Why Silver Could Outperform Gold Next 1:58 — Shift From U.S. To Foreign Stocks 2:20 — How Tariffs Hurt The U.S. Economy 6:38 — Trouble Ahead For The Bond Market 7:01 — Why The Fed Has Lost Control Over Long-Term Rates 8:10 — Inflation Risks And The Case For Higher Rates 9:41 — Skepticism On GDP And Jobs Data 11:00 — How To Invest In Precious Metals Amid Volatility 13:25 — Opportunities In Emerging Markets And Mining Stocks 16:12 — The “Real Crash” And Dollar Index Down To 40 Prediction   If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us at the 2025 The MoneyShow Orlando event (Oct. 16-18)!   Register here: https://orlando.moneyshow.com/   

Markets may be climbing, but are they telling the truth?   In this episode of the MoneyShow MoneyMasters Podcast, Keith Fitz-Gerald (Principal, Fitz-Gerald Group) and David Keller (President and Chief Strategist, Sierra Alpha Research) break down why investing based on what you think the markets SHOULD do – versus what they ARE DOING – can be so costly.   We also cover the technical and macro signals that reveal where the S&P 500 could be headed next. Plus, we discuss market breadth, sector rotation, fear vs. FOMO sentiment, and the risk indicators most investors overlook. (Bonus: If you own Tesla, Palantir, or stocks in THIS beaten-down sector, you won’t want to miss what Keith and David have to say).   CHAPTERS: 0:02 – Opening Remarks & Market Overview 2:05 – Key Drivers Behind Current Market Trends 4:00 – Sector Leadership and Rotation Signals 5:53 – Investor Sentiment and Behavioral Shifts 7:48 – Technical Indicators to Watch Right Now 9:41 – Macro Headwinds and Tailwinds in Play 11:40 – Earnings Season Expectations and Surprises 13:39 – Risk Management in Volatile Markets 15:39 – Opportunities Emerging in Underfollowed Sectors 17:37 – Closing Thoughts & Forward-Looking Strategies If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us at the 2025 MoneyShow Orlando event (October 16-18)! Register here: https://orlando.moneyshow.com/ 

Trading has gone social – and retail investors are now a market force Wall Street can’t ignore!   In this episode of the MoneyShow MoneyMasters Podcast, we dive into how platforms like Wolf Financial, Stocktwits, and Blossom are transforming the way everyday investors find ideas, build conviction, and connect in real time.   Gav Blaxberg (Wolf Financial), Tom Bruni (Stocktwits), and Tim Johnson (Blossom) reveal what’s trending right now, from meme stock comebacks to covered call ETFs, and how transparency, sentiment data, and social validation are reshaping modern investing behavior.   Whether you’re an active trader or a long-term investor, this episode will change how you think about idea flow, conviction, and community in markets.   CHAPTERS:   0:11 – Why investing has gone social 1:26 – How Wolf, Stocktwits, and Blossom fit into the trend 4:00 – The need for conviction and transparency 6:00 – Cutting through noise with real-time data 8:00 – Meme stock mania and market froth 10:46 – Covered call ETFs and passive income strategies 13:04 – How to use sentiment and message volume as signals 16:19 – Retail’s evolution and the great wealth transfer 20:04 – What to expect at upcoming MoneyShow events If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us at the 2025 The MoneyShow Toronto event(September 12-13)!    Register here: https://toronto.moneyshow.com/     For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/ 

Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, joins the MoneyShow MoneyMasters Podcast to break down what’s really driving the market to new highs – and why American exceptionalism isn’t dead yet.   We cover why Big Tech still has room to run, which sectors she’s bullish on, and how trade deals and tariffs are quietly shaping inflation and growth.   Alicia also shares why gold is rallying, what investors often get wrong about geopolitical risk, and why long-term opportunities still favor the U.S. over international markets.   CHAPTERS:   00:00 – Is American exceptionalism over? 00:46 – Alicia Levine’s unusual Wall Street path 01:56 – Trade deals, tariffs, and market resilience 03:50 – How inflation is showing up in goods 06:31 – Why Big Tech still leads 09:06 – Geopolitical risk vs. market impact 10:28 – Gold, de-dollarization, and commodities 12:06 – Alicia’s top sectors: Tech, Industrials, Financials 16:04 – Key risks: labor market, bond yields, and growth If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us at the 2025 MoneyShow/TradersEXPO conference in Orlando (October 16-18)!    Register here: https://www.orlandomoneyshow.com/?scode=035323    For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/ 

Top options specialists Bob Lang, President of Explosive Options; John Carter, Founder of Simpler Trading; Kevin Davitt, Head of Index Options Content at Nasdaq; and Michael Khouw, Chief Investment Officer at Optimize Advisors, join the MoneyShow MoneyMasters Podcast from the 2025 MoneyShow Symposium in Las Vegas to break down what’s driving the record surge in options trading, and how traders can stay ahead of the curve.   They discuss the rise of 0DTE strategies, the explosion in yield-enhanced ETFs, and how institutions and retail traders are both adapting. From the mechanics of daily options to real-world setups like John Carter’s “squeeze,” this conversation is packed with expert insights and actionable takeaways.   CHAPTERS:   00:00 – Live from MoneyShow Las Vegas 00:32 – What’s driving the options boom? 01:48 – The rise of 0DTE strategies 03:39 – Why institutional traders are getting involved 04:33 – Buffer ETFs and yield enhancement products 06:18 – How tech and education have changed the game 07:41 – The squeeze strategy explained 08:55 – Why calm markets offer the best entry points 10:02 – Using puts for downside protection 11:05 – What most investors get wrong about risk 12:24 – Lessons from the dot-com bubble 13:06 – When to buy insurance in the options market If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us at MoneyShow’s Event in Toronto (September 12-13)!    Register here: https://toronto.moneyshow.com/?scode=035323    For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/ 

Andy Baehr, Head of Product and Research at CoinDesk Indices, joins the MoneyShow MoneyMasters Podcast to unpack the latest in crypto news, from Bitcoin dominance to next-gen index products like CoinDesk 5 and CoinDesk 20.    We dive into the role of ETH, XRP, and other altcoins, how stablecoins and the Genius Act are reshaping the space, and why passive investing is gaining ground.   Whether you’re a longtime holder or just starting to look beyond Bitcoin, this conversation will help you cut through the noise, navigate the flood of new products, and see where the smart money is heading next. CHAPTERS:   00:00 - Today’s crypto boom  01:06 - Andy Baehr’s background  03:00 - How institutional crypto adoption is evolving 05:00 - What caused the 2022 reset 06:12 - The problem with crypto info overload  08:26 - Bitcoin dominance vs. “beyond Bitcoin”  10:05 - Inside the CoinDesk 5 Index  12:04 - The CoinDesk 20 Index 15:50 - Stablecoins, the Genius Act, and US Treasury demand 23:40 - Classic investing principles If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join Andy at MoneyShow’s August Virtual Expo August 5-6 online!   Register for a FREE pass here: https://online.moneyshow.com/2025/july/accredited-virtual-expo/?scode=065113   For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2 Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/   

Stocks are at all-time highs, but the US dollar is slumping and the Powell Fed is holding rates steady.    Mortgage rates and the housing market also remain stuck, leaving homebuyers and investors guessing.    In this MoneyShow MoneyMasters Podcast episode, Alejandra Grindal, Chief Economist at Ned Davis Research, and Kristina Hooper, Chief Market Strategist at Man Group, explain how Powell’s policy, the dollar’s decline, and stubborn mortgage rates are shaping the US economy. They also break down recession risks, inflation drivers, and whether the best investing and profit opportunities lie abroad or in the US.   If you want real insights on the Fed, housing trends, global markets, and the US dollar, this episode delivers answers. CHAPTERS:   0:00 Introduction 1:30 US and Global Economic Outlook 4:00 Government Spending and Deficits 6:00 Immigration Policy and Inflation Risks 8:00 Tariffs and Trade Uncertainty 10:00 Fed Policy and Rate Cut Uncertainty 12:00 US Dollar Decline and Safe Haven Shift 14:00 Recession Risk and Market Valuations 16:00 Global Opportunities and Foreign Markets 18:00 Gold and Safe Haven Assets 19:30 Final Thoughts and Closing   If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us for the MoneyShow Global Investing Opportunities (and Risks) online event, July 23–24!   Register now: https://online.moneyshow.com/2025/july/accredited-virtual-expo/?scode=065113   For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2 Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/ 

Are you making the same day trading mistakes that cost most beginners their accounts?   In this episode of the MoneyShow MoneyMasters Podcast, Fausto Pugliese, founder of Cyber Trading University and author of How to Beat Market Makers at Their Own Game, shares the brutal truths about day trading that could have saved you years of losses.   You'll discover why traditional indicators don't work for day trading, how to read level 3 and level 4 quotes to see what market makers are really doing, and the "three T's" methodology for finding profitable trades. You’ll also learn why losing money is actually GOOD for your trading education – and how to spot fake trading gurus who flash fancy cars instead of deliver real results.    Plus, Fausto explains why community-based learning beats going it alone and what real mentorship looks like in day trading for a living.   If you're serious about day trading or tired of losing money on outdated strategies, this episode cuts through the noise with actionable advice...from someone who's actually made it work. CHAPTERS:   0:00 Introduction 1:30 Why trading indicators don't work for day traders 4:00 Understanding level 3 and level 4 market data 7:30 The three T's methodology explained 10:00 How to spot fake trading gurus 12:30 Why losing money teaches you more than winning 14:00 Building a trading community that works 16:00 Final thoughts on day trading success   If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us at the 2025 MoneyShow Toronto, September 12-13, at the Metro Toronto Convention Centre North!   Register now: https://toronto.moneyshow.com/?scode=035323  More Episodes:   For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2 Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/ 

Are the headlines about Middle East energy chaos completely wrong? And how does the Iran vs. Israel conflict impact gold?   In today’s episode, we sit down with energy expert Anas Alhajji and World Gold Council strategist Joseph Cavatoni.   Alhajji exposes why Iran cannot truly “close” the Strait of Hormuz (80% of their own imports flow through it) while Cavatoni breaks down the 15-year central bank gold buying trend consuming 25%-30% of annual new gold production. You'll also discover why 83% of Gulf oil flows to Asia rather than the US, how America's energy independence has completely changed the geopolitical equation, and why Chinese and other foreign investors are driving gold prices more than Fed policy.   If you invest in energy stocks, precious metals, or just want to separate fact from fiction in today's volatile markets — this is essential listening.   CHAPTERS:   0:00 – Introduction 2:15 – Why Iran CAN'T “close” the Strait of Hormuz 7:30 – The media's biggest energy market mistakes 12:45 – America's real energy independence story 18:20 – Countries actually facing energy shortages 23:40 – Gold's 15-year central bank buying trend 28:15 – Why Chinese demand drives gold more than Fed policy 33:50 – Bitcoin vs. Gold: The "digital gold" myth 38:25 – Global factors reshaping precious metals 42:10 – Final thoughts and key takeaways   If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights that cut through the noise!   📅 Join us at the 2025 MoneyShow Masters Symposium in Las Vegas, July 15–17, at Caesars Palace!   Register now: https://www.miamimms.com/?scode=065113   More Episodes:   For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2 Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/   

Markets are volatile, headlines are chaotic, and investors are nervous — but should they be? In this episode of the MoneyShow MoneyMasters Podcast, financial journalist and co-founder of Opening Bell Daily, Phil Rosen, shares how elite investors cut through the noise, stay grounded during turmoil, and find alpha when others panic. From Liberation Day turmoil to the Fed’s rate dilemma and the overlooked value of Boeing, Phil breaks down what is truly moving the markets — and how to build long-term conviction in an unpredictable economy.  Chapters: 00:00 – Introduction 00:43 – Phil Rosen’s Background and Opening Bell Daily 02:00 – Leaving Business Insider to Launch His Own Platform 03:40 – Why Bulls Win and the Media Gets It Wrong 06:45 – What the May Jobs Report Really Reveals 09:55 – Gold, Bitcoin, and the Case Against the Dollar 12:45 – Why Clarity Isn’t Coming Anytime Soon 14:30 – Best Ideas Club and the Boeing Call That Paid 17:20 – Final Takeaways on Conviction and Contrarian Thinking If you enjoyed this conversation with Phil Rosen, don’t forget to LIKE, COMMENT, and SUBSCRIBE for more insights into markets, macro trends, and investing strategies that work. 📅 Join us at the 2025 MoneyShow Masters Symposium in Las Vegas, July 15–17, at Caesars Palace!  Register now: https://lasvegasmms.moneyshow.com/ 

Are the dollar’s losses and gold’s explosive rise signaling a global financial reset? In this episode of the MoneyShow MoneyMasters Podcast, we speak with veteran trader Huzefa Hamid and wealth strategist Albert Lu to break down two of today’s most active trading arenas: Forex and precious metals. From the DXY’s 9% YTD drop to gold’s 30% surge, discover what’s really driving these markets — and how smart traders can capitalize. Chapters: 00:00 – Introduction 01:05 – Huzefa Hamid’s Journey to DailyForex.com 02:18 – Albert Lu on Gold’s Monetary Message 04:00 – The Real Drivers Behind the U.S. Dollar’s Slide 06:02 – Why Gold’s Surge Is Just the Beginning 08:10 – Are Smaller Currencies the Best Smart Money Play? 10:56 – Long-Term Charts vs. Short-Term Headlines 13:35 – What Gold Stocks Are Telling Us Now 14:46 – Silver’s Setup: Why It Might Be the Next Big Move 16:10 – Forex Strategies You’ll Learn in Las Vegas If you enjoyed this conversation with Huzefa Hamid, and Albert Lu, don’t forget to LIKE, COMMENT, and SUBSCRIBE for more insights into investing, trading, market education, and financial strategies. 📅 Join us at the 2025 MoneyShow Masters Symposium in Las Vegas, July 15–17, at Caesars Palace! Register now: https://lasvegasmms.moneyshow.com/   More Episodes: For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page: https://www.youtube.com/@MoneyShow/podcasts Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2 Facebook: https://www.facebook.com/OfficialMoneyShow/ Instagram: https://www.instagram.com/moneyshow/# TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en X (Twitter): https://x.com/moneyshow LinkedIn: https://www.linkedin.com/company/moneyshow/ 

In this episode of the MoneyShow MoneyMasters Podcast, Larry McDonald, founder of The Bear Traps Report and the former Lehman Brothers VP who predicted the subprime crisis, reveals why we're heading into an unprecedented environment for hard assets that will reshape global markets — and create massive wealth for those positioned correctly.   Plus, Larry shares his contrarian take on Bitcoin's maturation, why the nuclear/uranium ETF (NUKZ) is outperforming semiconductors by a wide margin, what a drastic copper shortage could mean for that metal, and how the coming debt ceiling showdown in July will create massive market volatility.   If you want to understand the seismic shift happening in global markets and position yourself for the hard asset revolution — this is essential viewing from one of Wall Street's most accurate risk analysts.   CHAPTERS:   0:00 – Introduction 1:00 – Bear Traps Background 2:30 – Financial Repression Theory 4:00 – Portfolio Regime Shift 5:30 – Hard Assets Strategy 7:00 – Copper Crisis Coming 8:30 – Nuclear/Uranium Play 10:00 – International Markets 11:30 – Bitcoin Maturation 13:00 – Fed Policy Outlook 14:30 – Debt Ceiling Showdown 15:30 – Platinum/Palladium Play 16:30 – Final Thoughts   If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don’t forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us at the 2025 MoneyShow Masters Symposium in Las Vegas, July 15–17, at Caesars Palace! 👉 Register now: https://lasvegasmms.moneyshow.com/   

Is the bond market flashing a warning that most investors are ignoring?   In this episode of the MoneyShow MoneyMasters Podcast, Crossmark Global’s Chief Market Strategist Victoria Fernandez breaks down what the Moody’s downgrade of U.S. debt really means — and how tariffs, inflation, and political uncertainty are reshaping the fixed income landscape.   You’ll hear how Chinese trade tensions are impacting global yields, why bond market volatility is back, and what sectors investors should be cautious — or bullish — on right now. Victoria also unpacks the disconnect between soft data and hard data in the U.S. economy and why the labor market may be weaker than it looks. Plus, she shares actionable insights on positioning in Treasuries, corporate bonds, and stocks  — and flags key tail risks for the back half of 2025.   If you’re watching interest rates, trading bonds, or trying to navigate the market’s next move — don’t miss this one.   CHAPTERS:   0:00 – Introduction 1:15 – Moody’s downgrade and bond market reaction 3:45 – What’s driving Treasury yield moves 5:30 – Inflation expectations and volatility 7:05 – Hard vs. soft data: What matters more now 8:45 – Labor market concerns and consumer behavior 10:10 – Sector trends: Financials, utilities, and industrials 11:40 – Bond positioning and the rate cut outlook 13:20 – Tail risks ahead: Tariffs, China, and geopolitics 14:45 – Final thoughts   If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don’t forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us at the 2025 MoneyShow Masters Symposium in Las Vegas, July 15–17, at Caesars Palace! 👉 Register now: https://lasvegasmms.moneyshow.com/    More Episodes: Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/ 

Are commodities giving us a clearer read on the economy than the stock market?   In this episode of the MoneyShow MoneyMasters Podcast, Darrell Fletcher — Managing Director of Commodities at Bannockburn Capital Markets — shares what investors aren’t seeing beneath the surface of energy, metals, and macro markets.   Darrell breaks down why volatility is unfolding differently across crude oil, copper, and gold…how tariffs are distorting global pricing…and why U.S. shale producers are walking a tightrope around the $55–$60 oil price band. He also explains the surprising dynamics behind natural gas and LNG, base metal pricing discrepancies, and what muted price moves are really telling us about investor confidence.   If you’re watching the economy, commodities may be the sharper lens — and this episode gives you a front-row seat.   Timestamps:   0:00 – Introduction 1:15 – Commodities vs. equities in 2025 2:30 – How tariffs are disrupting supply chains and sentiment 4:00 – Crude oil volatility and break-even pricing for U.S. producers 6:00 – Why LNG demand is holding up the natural gas market 8:00 – Gold, silver, and central bank buying 10:00 – What's behind copper and aluminum price gaps 12:00 – What to expect from Darrell’s Las Vegas session 13:30 – Final thoughts   If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don’t forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us at the 2025 MoneyShow Masters Symposium in Las Vegas, July 15–17, at Caesars Palace!   🔗 Register now: https://lasvegasmms.moneyshow.com/    More Episodes: Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/

Are energy market conditions telling a different story than the headlines?   In this episode of the MoneyShow MoneyMasters Podcast, energy economist Anas Alhajji cuts through the noise to explain what’s really driving oil, gas, and energy markets — and what most investors are missing.   You’ll hear why oil pricing doesn’t match supply-and-demand fundamentals, how tariffs and political shifts are reshaping the LNG sector, why the old "Drill, Baby, Drill" model is outdated, and what myths persist behind the EV revolution. Plus, Anas breaks down the real drivers of natural gas volatility…and what China’s energy strategy signals about future global risks.   If you invest in oil, LNG, or renewables — or just care where energy prices are headed — this is a must-listen.   Timestamps:   0:00 – Introduction 1:30 – Why oil prices don’t reflect supply/demand fundamentals 6:00 – How tariffs are reshaping global energy markets 11:00 – The myths behind the EV revolution 16:00 – What’s driving U.S. and European natural gas volatility 20:00 – Why the "Drill, Baby, Drill" era is over 23:30 – China's evolving energy strategy and global implications 24:50 – Final thoughts    If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don’t forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us at the 2025 MoneyShow Masters Symposium in Las Vegas, July 15–17, at Caesars Palace!    Register now: https://www.miamimms.com/?scode=065113  More Episodes: For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/ 

Is your investing strategy too narrow for today’s volatile markets?   In this episode of the MoneyShow MoneyMasters Podcast, we’re joined by Paul Hickey, co-founder of Bespoke Investment Group and one of the most respected market analysts on Wall Street. Known for his “fusion” approach to investing, Paul combines technicals, fundamentals, macro trends, and historical data to give a 360° view of what’s really moving the market—and what most people miss.   From volatility spikes to surprising earnings strength, Paul breaks down the disconnect between soft survey data and hard economic outcomes, why Mag 7 stocks may not be the future’s big winners, and how a single tweet can derail global markets.   He also explains how smart investors should approach the second half of 2025—what to watch, what to tune out, and why discipline always beats prediction.   Whether you're deep into trading or just managing your long-term portfolio, Paul’s insights will help you cut through the noise and stay one step ahead.   CHAPTERS:   00:00 – 00:35 Introduction 00:35 – 02:00 Paul’s Fusion Strategy: Fundamentals + Technicals + Macro 02:00 – 03:30 Why April’s Market Volatility Was Historic 03:30 – 05:00 How Earnings Season Is Defying Expectations 05:00 – 06:30 Has the Market Already Priced in the Worst? 06:30 – 08:00 Economic Fallout vs. Market Reality 08:00 – 09:30 How to Read the VIX and Volatility Trends 09:30 – 11:00 Interest Rates, Gold, and the Surprising Dollar Drop 11:00 – 12:30 What Investors Miss About the Next Market Leaders 12:30 – 14:00 How to Tune Out Noise and Stay Invested 14:00 – 16:00 MoneyShow Las Vegas   If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don’t forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us at the MoneyShow Masters Symposium in Las Vegas, July 15–17, at Caesars Palace!    Register now: https://www.miamimms.com/?scode=065113  More Episodes: For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/ 

You’ve heard the term “in the money” when it comes to options — but what will it take for your entire portfolio to stay there in 2025?   In this episode of the MoneyShow MoneyMasters Podcast, we’re joined by Amber Kanwar, host of In the Money with Amber Kanwar and one of Canada’s most respected financial voices. With 15 years of experience covering Canadian and U.S. markets, Amber shares her frontline perspective on the changing investment landscape — and why investors can’t afford to ignore what’s happening north of the border.   From shifting sands under Canadian and U.S. markets to the surprising strength of select energy and gold stocks, Amber unpacks the common blind spots in investor thinking — and how tariffs, commodities, and earnings uncertainty are rewriting the rules of engagement.   She also discusses the evolution of financial journalism, why longform podcasts are transforming investor education, and how she gets billion-dollar fund managers to reveal what really matters.   Whether you’re trading tech stocks, buying dips, or wondering what comes next for commodities, this conversation is filled with sharp insights — and real talk about what moves markets.   CHAPTERS:   00:00 – 00:35 Introduction 00:35 – 02:45 Amber’s Background 02:45 – 04:30 What Really Moves Stocks 04:30 – 06:30 The Rise of Longform Financial Content 06:30 – 08:00 How Amber Picks Guests & Stays Nimble With Market Trends 08:00 – 09:30 Differences Between U.S. & Canadian Market Sentiment 09:30 – 11:30 Are Gold & Energy Stocks (Still) in the Penalty Box? 11:30 – 13:30 Commodities, Tariffs, & What Canadians Are Doing Differently 13:30 – 15:00 Can Canadian Energy Plays Outperform U.S. Stocks? 15:00 – 17:30 Tariff Wars, Election Uncertainty, & Investment Strategy 17:30 – 18:30 What Amber Will Watch for at the MoneyShow Masters Symposium Miami   If you enjoyed this episode of the Moneyshow MoneyMasters Podcast, don’t forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us at the MoneyShow Masters Symposium Miami for more of his market insights and investment strategies!    Register now: https://www.miamimms.com/?scode=065113    More Episodes:   For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/   

What if the most important signals in the market aren’t on a chart—but in the conversations traders are having online? In this episode of the MoneyShow MoneyMasters Podcast, we’re joined by Tom Bruni, Editor-in-Chief and VP of Community at Stocktwits, the social platform behind the Cashtag and the upcoming Cashtag Awards in NYC. From gold quietly outperforming to crypto’s mixed momentum, Tom explains where attention is flowing, what traders are avoiding, and why this is shaping up to be a trader’s market, not an investor’s one. He also shares what to expect at the Cashtag Awards on April 30th, and how Stocktwits is evolving beyond charts into real-time community and sentiment analysis. Whether you're trading stocks, crypto, or just watching from the sidelines, this episode offers rare insights on where the retail crowd is looking—and where it’s not.   📅 Join us for the Stocktwits Cashtag Awards in NYC on April 30!  As our guest from MoneyShow, you’ll save 50% on your event ticket. Just click the link below to register and enter the promo code MoneyShow50 at checkout: 👉 https://cashtag.stocktwits.com/  

Want to know how seasoned traders navigate wild volatility without losing their edge?   In this episode of the MoneyShow MoneyMasters Podcast, we’re joined by husband-and-wife trading pros Bruce Marshall, Senior Director of Options & Income Trading at Simpler Trading, and Tammy Marshall, Fibonacci Technical Analyst at ElliottWaveTrader.net.   Together, they break down how they approach chaotic markets with confidence—from sizing down and managing risk to using tools like Fibonacci clusters to stay on top of their trades. Tammy explains how she earned the nickname "Fibonacci Princess," while Bruce shares practical strategies from decades of trading experience – and explains how his style has shifted in today’s environment.   They also offer a sneak peek at what they’ll be teaching at MoneyShow Masters Symposium Miami, including how to define risk with Fibonacci levels and how to trade options like a pro, even when the markets feel unhinged. If you enjoyed this episode of the Moneyshow MoneyMasters Podcast, don’t forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us at the MoneyShow Masters Symposium Miami for more of his market insights and investment strategies!    Register now: https://www.miamimms.com/?scode=065113    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/   

In this episode, we sit down with Kenny Polcari, a seasoned financial expert and Chief Market Strategist at SlateStone Wealth, to discuss the latest tariff news and its impact on the financial markets.    Kenny shares his insights on why the market's reaction might be an overreaction and why investors should take a step back and not panic. He breaks down how to navigate the current volatility, covers the importance of staying diversified, explains why it's crucial not to make emotional decisions during turbulent times, and suggests that keeping a long-term investment perspective during periods of uncertainty is ultimately the smart play. Join us as Kenny Polcari shares his practical advice on managing your investments during unpredictable market movements.    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/ 

Are tariffs about to disrupt your investment strategy? With new tariff plans announced and global responses unfolding, investors are left questioning: Should we brace for impact?   In this episode of the MoneyShow MoneyMasters Podcast, we break down what tariffs could mean for the markets and your portfolio. We’re joined by Stephanie Link, Chief Investment Strategist at Hightower Advisors, and Kathryn Vera, Chief Investment Strategist at StoneX.   Together, they unpack the potential economic fallout, discuss whether tariffs will truly hit corporate earnings, and reveal why the reality might not be as dire as some fear. Plus, discover smart strategies to safeguard your investments in uncertain times – and what sectors, stocks, and asset classes make the most sense for the rest of 2025.   Chapters: 00:00 - 02:00 Tariff Impact 02:00 - 06:00 Navigating Market Uncertainty 06:00 - 10:00 Tariff Lessons from 2018 10:00 - 15:00 Economic Dynamics and Inflation 15:00 - 20:00 Investment Tactics Amid Tariffs 20:00 - 21:40 Resilient Investing for the Future   📅 Join us at the MoneyShow Masters Symposium Miami for more of his market insights and investment strategies!    Register now: https://www.miamimms.com/?scode=065113