Positively Sloped

Join Jake and Scott Bauer, CEO of Prosper Trading Academy, as they break down the re-escalation in the Iran conflict and why the markets are staying surprisingly resilient. We dive into the massive market cap race between Nvidia and Google, analyze why the defense sector (Lockheed, Boeing, Palantir) is lagging despite geopolitical strife, and debunk the "Sell in May and Go Away" myth. Plus, a look at $5 gas, 4.5% interest rates, and when the "numbness" to inflation might finally break the consumer. © 2026 Kingsview Wealth Management Important Disclosures: Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates. You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Such opinions are based upon information the Positively Sloped participants deem reliable. Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds. As of the date of this recording, those strategies and funds held positions in AMD, Amazon, Apple, Broadcom, GE, META, Microsoft, Nvidia, and Palantir, and did not hold positions in Intel, Micron, Lockheed Martin, Boeing, Northrop Grumman, General Dynamics, Raytheon, GE Vernova, Costco or WDI.

In this episode of Positively Sloped, Jake and Neil tackle a massive market week featuring Jay Powell’s final Fed meeting and the "Mag Seven" earnings blitz. We analyze why Micron (MU) is up 560% and whether its 9x forward PE makes it the ultimate AI sleeper hit compared to Nvidia. We also pull back the curtain on the OpenAI vs. Anthropic rivalry as "Claude" begins to eat into ChatGPT's market share, and we debate the "Sell in May and Go Away" theory. Is it a legitimate strategy or just "spurious correlation"? Plus, we discuss the potential United-American Airlines merger and why Intel's 130% rebound is more than just a jolt. © 2026 Kingsview Wealth Management Important Disclosures: Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates. You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Such opinions are based upon information the Positively Sloped participants deem reliable. Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds. As of the date of this recording, those strategies and funds held positions in NVIDIA, AMD, META, Microsoft, and Amazon and did not hold positions in Google, Micron, Oracle, Intel, Samsung, United Airlines, American Airlines, or Western Digital. 

Are the markets finally shrugging off the chaos? In this episode of Positively Sloped, we break down the latest U.S. blockade efforts in the Strait of Hormuz and what the WTI/Brent crude inversion actually tells us about global supply shocks. We also dive into the hot March CPI print and discuss what Q1’s earnings season has in store for the markets. © 2026 Kingsview Wealth ManagementImportant Disclosures: Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates. You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Such opinions are based upon information the Positively Sloped participants deem reliable.Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds. As of the date of this recording, those strategies and funds did not hold positions in American Airlines, United Airlines, Delta Airlines, Southwest Airlines, Charles Schwab, Goldman Sachs, Wells Fargo, or McDonald’s.

In this episode of Positively Sloped, Jake is joined by options trading pro, Scott Bauer, to broadcast from the CBOE trading floor. The pair wrap up a turbulent Q1 and explore whether the market's resilience will hold. We break down the ongoing geopolitical tensions in Iran and explain the rare backwardation happening between WTI and Brent crude oil. With the potential for a hot CPI inflation print on Friday, we discuss how the bond market and elevated interest rates could dictate the direction of equities moving forward. Finally, we step away from the charts to offer our predictions and fades for this weekend's Masters tournament.© 2026 Kingsview Wealth ManagementImportant Disclosures: Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates. You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Such opinions are based upon information the Positively Sloped participants deem reliable. Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds. As of the date of this recording, those strategies and funds held positions in NVIDIA, Amazon, Apple, Broadcom, Meta, Microsoft, and Wallmart, and did not hold positions in Google or Costco.

Coming to you from the Colorado Rockies, this episode of Positively Sloped is a family affair. Joined by Jake's father, the CEO of T3 Prosper, Scott Bauer- They break down a wild week of market "moguls" and unpredictable volatility. We discuss how the market is trading President Trump’s war updates and how an after-hours rally in SPY futures left retail option traders out in the cold.© 2026 Kingsview Wealth ManagementImportant Disclosures: Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates. You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Such opinions are based upon information the Positively Sloped participants deem reliable. Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds. As of the date of this recording, those strategies and funds held positions in NVIDIA, and Apple, and did not hold positions in Micron, Microsoft, Chewy, or Vail Resorts.

In this episode of Positively Sloped, guest co-host and portfolio manager Neil Peplinski joins the studio to break down the high-stakes intersection of geopolitics and finance. We dive deep into the Iran conflict's impact on oil prices and whether the recent S&P 500 rally is a fundamental shift or just a headline recovery. Explore the "AI Arms Race" as we analyze the staggering valuations of OpenAI and Anthropic, and compare today’s tech hype to the .com bubble. We also tackle the Federal Reserve’s dual mandate, looking at how recent job losses and persistent inflation put Jerome Powell between a rock and a hard place heading into his final meetings. Finally, we wrap up with March Madness picks and our "Fades or Trades" for the Detroit Tigers and the March jobs report. © 2026 Kingsview Wealth ManagementImportant Disclosures: Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates. You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Such opinions are based upon information the Positively Sloped participants deem reliable. Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds. As of the date of this recording, those strategies and funds held positions in NVIDIA, Dell, and Palintir, and did not hold positions in Raytheon or Hewlett Packard. 

Markets are reacting fast to escalating tensions in the Middle East. We break down how the Iran conflict is impacting stocks, oil, inflation expectations, and volatility and what it means for investors right now. We dive into the AI semiconductor trade, comparing NVIDIA and Advanced Micro Devices, and discuss whether this pullback is a buying opportunity or the start of something deeper. Is the Nasdaq heading for an official 10% correction? On the private markets side, we examine redemption pressure at Blackstone and discuss whether firms like Ares Management and Blue Owl Capital are facing a broader private credit reckoning — or if panic is creating opportunity. © 2026 Kingsview Wealth Management Important Disclosures:Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates. You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Such opinions are based upon information the Positively Sloped participants deem reliable. Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds.  As of the date of this recording, those strategies and funds held positions in NVIDIA, Palantir Technologies, Blue Owl Capital, and did not hold positions in AMD, Micron, Blackstone, Ares Management, Proctor and Gamble, Biogen, or 3M.

Markets are sending mixed signals as GDP cools, job data conflicts, and tariff chaos returns to center stage. In this episode, we break down what to expect from Nvidia earnings, whether AI spending from giants like Microsoft, Amazon, Alphabet, Meta, and Oracle is sustainable, and how President Trump’s State of the Union could impact stocks.We also dive into the Supreme Court tariff ruling, the 150-day trade clock, Fed rate cut expectations, AI existential risk debates, and what it all means for the S&P 500 and Nasdaq. Is this a market rotation… or the start of something bigger?Plus: March Madness previews, PGA headlines, and Team USA’s hockey dominance.© 2026 Kingsview Wealth Management Important Disclosures:Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates. You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Such opinions are based upon information the Positively Sloped participants deem reliable.Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds. As of the date of this recording, those strategies and funds held positions in NVIDIA, Amazon, Apple, Meta, Microsoft and Target, and did not hold positions in Alphabet, Oracle, Kohl's , United Airlines, or Delta Airlines.

In this episode of Positively Sloped, we break down a high-stakes week for economic data, focusing on the dual mandate of jobs and inflation. We analyze why international markets and the Dow 30 are currently leading domestic tech, the impact of a weakening US Dollar, and the massive revisions expected in the labor market. From Bitcoin’s volatility to Intel’s government-backed future, we cover the trades you need to watch. We also wrap up the Super Bowl results and dive into the College Basketball and PGA seasons.© 2026 Kingsview Wealth Management Important Disclosures:Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates. You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Such opinions are based upon information the Positively Sloped participants deem reliable.Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds. As of the date of this recording, those strategies and funds held positions in NVIDIA, and did not hold positions in Intel, Applied Materials, or Uber.

We're back on Positively Sloped after a six-week hiatus to break down the 2026 market outlook. Fresh off Indiana’s national title and ahead of the Super Bowl, we analyze the 'great rotation' from tech to the DOW. This episode explores Q4 earnings (Meta, Palantir), massive volatility in silver and gold, and the fixed income rally. We also discuss Bitcoin’s dip below 80k, the new Fed Chairman, and tactical shifts for the 60/40 portfolio in 2026.© 2026 Kingsview Wealth Management Important Disclosures:Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates. You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Such opinions are based upon information the Positively Sloped participants deem reliable.Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds. As of the date of this recording, those strategies and funds held positions in Amazon, Microsoft, Meta, and United Healthcare and did not hold positions in Google, Palantir, Proctor & Gamble, and Pepsi Co.

In this episode of Positively Sloped, Scott and Jake break down the market’s late-year sector rotation, Costco’s earnings and what they reveal about high-income consumers, and why financials, industrials, and consumer staples are gaining momentum. The conversation covers labor market weakness, Federal Reserve policy after multiple rate cuts, and whether AI spending is finally turning into real monetization for companies like Nvidia, Amazon, Google, Oracle, and Dell. The episode wraps with NFL and NCAA playoff takes, Bitcoin’s 2026 outlook, and a rapid-fire market trade discussion as investors head into year-end. © 2025 Kingsview Wealth Management Important Disclosures:        Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.         All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates.  You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion.  Such opinions are based upon information the Positively Sloped participants deem reliable.         Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds.  As of the date of this recording, those strategies and funds held positions in Costco, Amazon, NVIDIA, Walmart, Mastercard, Visa, and Dell, and did not hold positions in Broadcom, Goldman Sachs, Caterpillar, Google, Johnson and Johnson, Dollar Tree, Dollar General, or Oracle.

In this episode of Positively Sloped, we break down record-setting Black Friday and Cyber Monday sales, the surprising drop in consumer confidence, and what it means for the economy. We dive into the Federal Reserve’s potential rate cuts, explore the rise of “buy now, pay later” spending, and analyze how tech giants like Nvidia, Google, Apple, Amazon, and Broadcom are shaping markets. Plus, we touch on the NFL, holiday shopping trends, and the future of brick-and-mortar retail in an increasingly AI-driven world.© 2025 Kingsview Wealth Management Important Disclosures:        Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.         All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates.  You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion.  Such opinions are based upon information the Positively Sloped participants deem reliable.         Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds.  As of the date of this recording, those strategies and funds held positions in Amazon, Microsoft, Target, NVIDIA, and Meta, and did not hold positions in AMD, Broadcom, Alphabet, Apple, Palantir, SoftBank, Berkshire Hathaway, Walmart, Pepsico, Coca-Cola, or Kroger.

The government reopens but Wall Street sinks—major indices slide, the VIX spikes, and investors brace for Nvidia’s blockbuster earnings. We break down tech volatility, AI’s impact on jobs, inflation data delays, and what smart money moves from Buffett, Burry, and Thiel mean for retail investors. Plus, NFL Week 11 highlights and why the Bears might surprise in the playoff race.© 2025 Kingsview Wealth Management Important Disclosures:        Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.         All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates.  You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion.  Such opinions are based upon information the Positively Sloped participants deem reliable.         Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds.  As of the date of this recording, those strategies and funds held positions in Amazon, Microsoft, Target, NVIDIA, and Meta, and did not hold positions in AMD, Broadcom, Alphabet, Apple, Palantir, SoftBank, Berkshire Hathaway, Walmart, Pepsico, Coca-Cola, or Kroger.

In this week’s Positively Sloped, Scott and Jake break down eight hot topics commanding headlines — from the U.S. government reopening and airline chaos to Elon Musk's $1 trillion incentive package, and AMD’s upcoming earnings report. Plus, a dive into NFL highlights, holiday price trends, and the latest sports betting scandal shaking up Major League Baseball. © 2025 Kingsview Wealth Management Important Disclosures:        Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.         All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates.  You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion.  Such opinions are based upon information the Positively Sloped participants deem reliable.         Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds.  As of the date of this recording, those strategies and funds held positions in META, and NVDA, and did not hold positions in AMD, or TSLA. 

Join us from V&M Bistro in Wilmington, Delaware as we break down the hottest market debates of November 2025. The government shutdown reaches record duration, the Fed’s path for the end of the year is uncertain and the consumer remains resilient. We dive into the dominance of the Mag 7 tech giants vs the rest of the market and we cover the forces driving Wall Street. Plus, we dive into the Buffalo Bills’ Super Bowl push, and the epic 2025 World Series. A mix of finance, sports, and culture you won’t want to miss.© 2025 Kingsview Wealth Management Important Disclosures:        Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.         All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates.  You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion.  Such opinions are based upon information the Positively Sloped participants deem reliable.         Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds.  As of the date of this recording, those strategies and funds held positions in Dell, Microsoft, IBM, Nvidia and Oracle, and did not hold positions in Amazon, AMD, Broadcom, Micron, Palantir, Lockheed Martin, Raytheon, Intel or Google. 

In this episode of Positively Sloped, we break down Apple’s surprising iPhone 17 sales boom and what it means for the stock market, tech competition, and consumer demand. We also dive into the ongoing U.S. government shutdown, its economic ripple effects, and how furloughs, travel disruptions, and small business lending are being impacted. Finally, we preview the upcoming Federal Reserve meeting, debate the likelihood of another rate cut, and explore what it could mean for markets heading into the holiday season. Plus, we touch on AirPods, Android competition, and the future of consumer tech.Stay tuned for sharp insights on markets, sports, and culture—all with the Positively Sloped edge.© 2025 Kingsview Wealth Management Important Disclosures:        Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.         All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates.  You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion.  Such opinions are based upon information the Positively Sloped participants deem reliable.         Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds.  As of the date of this recording, those strategies and funds held positions in Dell, Microsoft, IBM, Nvidia and Oracle, and did not hold positions in Amazon, AMD, Broadcom, Micron, Palantir, Lockheed Martin, Raytheon, Intel or Google. 

Markets are hitting record highs as AI mega‑deals dominate headlines. In this episode, we break down OpenAI’s path to a potential $1T IPO, AMD’s challenge to Nvidia, and what Microsoft, Amazon, Google, and Oracle moves mean for investors. We also cover gold and Bitcoin highs, the government shutdown’s impact on markets, and NFL storylines from the Bears’ resurgence to AFC shakeups. Plus, our Q4 outlook and “Fades or Trades” of the week.© 2025 Kingsview Wealth Management Important Disclosures:        Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.         All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates.  You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion.  Such opinions are based upon information the Positively Sloped participants deem reliable.         Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds.  As of the date of this recording, those strategies and funds held positions in Dell, Microsoft, IBM, Nvidia and Oracle, and did not hold positions in Amazon, AMD, Broadcom, Micron, Palantir, Lockheed Martin, Raytheon, Intel or Google. 

This episode is packed with heavyweight market matchups. The Fed’s set to cut rates — but will Wall Street buy or sell the news? Oracle just dropped jaw-dropping earnings and a $300B OpenAI deal that sent its stock into orbit. NVIDIA’s under fire from China — could the AI king finally be losing its crown? And we’re putting Pepsi and Coke in the ring to see which stock has more fizz. Plus, our Retail Investor Spotlight brings fresh insights from two of Kingsview Partners’ Wealth Managers. © 2025  Kingsview Wealth Management Important Disclosures:Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates.  You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion.  Such opinions are based upon information the Positively Sloped participants deem reliable.Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds. As of the date of this recording, those strategies and funds held positions in Costco, Walmart, Nvidia, Oracle & Microsoft, and did not hold positions in Coca Cola, Pepsi, Google, Amazon, Lulu, Ulta, Kroger & Starbucks.

Bears meltdown, Packers hype, and shocking Week 1 NFL takeaways — plus why the Fed’s next move could shake markets. Scott and Jake break down the latest jobs data, inflation trends, and what it means for stocks like Nvidia (NVDA), Microsoft (MSFT), Apple (AAPL), and Alphabet (GOOGL). We cover streaming wars, consumer debt, and portfolio strategy in a volatile economy. Whether you’re here for football hot takes or market‑moving insights, this episode delivers both.© 2025  Kingsview Wealth Management Important Disclosures:        Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.         All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates.  You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion.  Such opinions are based upon information the Positively Sloped participants deem reliable.         Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds.  As of the date of this recording, those strategies and funds held positions in NVIDIA and Microsoft, and did not hold positions in Apple or Google.

On this episode of Positively Sloped, Jake and Scott break down the Fed's policy framework shift, what it means for potential September rate cuts, and the ripple effects on tech stocks. We preview the NFL and NCAA football seasons before we dive into this week's Retail Investor Trend. The guys wrap up with Fade or Trade and a new segment, One Number to Watch. © 2025  Kingsview Wealth Management Important Disclosures:        Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.         All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates.  You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion.  Such opinions are based upon information the Positively Sloped participants deem reliable.         Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds.  As of the date of this recording, those strategies and funds held positions in NVIDIA, Microsoft, and Amazon, and did not hold positions in Strategy, Palantir, Applovin, Apple, or Google.

We are back in studio to discuss the fallout over job revisions from the BLS, and President Trump's new nominations at the BLS and Federal Reserve. Nvidia remains in the headline after their deals with the administration and China. To cut or not to cut, that is the very contentious question. The WNBA has a problem, or do they? You can find new episodes of Positively Sloped every other Wednesday on Apple Podcasts, Spotify, and anywhere you get your podcasts. © 2025  Kingsview Wealth Management Important Disclosures:        Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.         All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates.  You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion.  Such opinions are based upon information the Positively Sloped participants deem reliable.         Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds.  As of the date of this recording, those strategies and funds held positions in NVIDIA, Amazon, Microsoft, Walmart, Target and Costco and did not hold positions in Apple, Meta, Google or Disney.

Join Scott Martin and Jake Bauer on the very first episode of Positively Sloped. From stocks, to sports, music, and everything in between. Tune in every other Tuesday to get some hot takes and deep dives in some of biggest topics in the headlines. © 2025  Kingsview Wealth Management Important Disclosures:Kingsview Wealth Management (“KWM”) is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Kingsview Investment Management (“KIM”) is the internal portfolio management group of KWM. KIM asset management services are offered to KWM clients through KWM IARs. KIM asset management services are also offered to non-KWM clients and unaffiliated advisors through model leases, solicitor agreements and model trading agreements. KWM clients utilizing asset management services provided by KIM will incur charges in addition to the KWM advisory fee.This material has been prepared by Kingsview Wealth Management, LLC. It is not, and should not, be regarded as investment advice or as a recommendation regarding any particular security or course of action. There is no guarantee that investment strategies will achieve the desired results under all market conditions and each investor should evaluate their ability to invest for the long term.The information herein is general in nature and does not address individual situations and should not be construed or viewed as any type of individual or group recommendation. Be sure to first consult with a qualified financial adviser, tax professional, and/or legal counsel before implementing any securities, investments, or investment strategies discussed.The commentary presents the views of KWM that is believed to be accurate as of the date of publication. The views of KWM may change, and KWM disclaims any obligation to advise investors of such changes. Certain information was obtained from sources that KWM believes to be reliable; however, KWM does not guarantee the accuracy or completeness of any information obtained from any third party.