Episodios

  • Gearing up for the Fed Decision…Breaking down Nvidia’s big event…Did Alphabet open the M&A window? 3/19/25
    Mar 19 2025

    The Fed set to make its rate policy decision. What could we hear about the impact of tariffs on future policy? Plus, what does Nvidia’s big event mean for investors? We’ll talk to one long time tech investors on the levels he’s watching to signal a buy. And, does Alphabet’s big deal for Wiz signal that the M&A window is finally opening?

    Más Menos
    41 m
  • A “bull crash” in sentiment…Wendy’s strategy…Apple as a tech staple. 3/18/25
    Mar 18 2025

    Bank of America says we’ve seen a “bull crash” in sentiment. But is that actually a bullish sign? We’ll discuss. Plus, the CEO of Wendy’s joins us following their investor day to discuss the future of the company, consumer sentiment and the growth potential. And, Apple gets a price target hike with the analyst calling it a “tech staple” with AI concerns overblown. We’ll speak with the analyst.

    Más Menos
    43 m
  • Tech valuations drop…Netflix has won the streaming race…The TikTok bid intensifies. 3/17/25
    Mar 17 2025

    As tech valuations drop to multi-year lows, is now the time to buy? We discuss. Plus, one analyst says “Netflix has wont the streaming wars. Case Closed.” He joins us to make his bullish case. And, billionaire investor Frank McCourt on his updated bid to buy TikTok before the April deadline.

    Más Menos
    42 m
  • Are there signs we may be nearing a bottom?...The outlook for gold as it hits new highs…Is Apple’s stock on pace for more pain? 3/14/25
    Mar 14 2025

    As stocks try to bounce, are there any signs we may be nearing a bottom? We’ll look at what investors should be watching for to finally see some calm. Plus, as markets move lower, gold is hitting all-time highs. The CEO of Wheaton Precious metals joins us with his outlook for precious metals and the company’s earnings report. And, Apple is on pace for its worst week in 5 years. Does this present a buying opportunity or will the AI concerns last?

    Más Menos
    42 m
  • The key market stat to watch…Time to buy the financials?...A government shutdown looms 3/13/25
    Mar 13 2025

    Barclays head of U.S. Equity Strategy says investors need to watch one key S&P metric that could determine where the market goes next. He breaks it down. Plus, RBC upgrades one key name in the financials sector and sees a 40% upside to the stock. He joins us to discuss his call. And, what a potential government shutdown would mean for the economy.

    Más Menos
    42 m
  • Looking for value buys in the downturn…Impact of steel and aluminum tariffs…The one Mag 7 name to short. 3/12/25
    Mar 12 2025

    Value investor, Bill Nygren, tells us the names that are on sale right now as the market downturn continues. Why he’s betting on one auto stock and the financials. Plus, we look at the impact of steel and aluminum tariffs and why it will look very different than 2018’s tariffs. And, one market strategist says its time to buy all but one of the Mag 7 names. He breaks down the stock and why.

    Más Menos
    42 m
  • Is China a better buy than U.S.?...Is your electricity bill about to go up?...The best tech buys amid the sell off. 3/11/25
    Mar 11 2025

    Citi downgrades the U.S. market and upgrades China. Are overseas markets really the better play? We discuss. Plus, the Ontario Prime Minster breaks down why some electricity bills in the U.S. could rise by $100 a month. And, the tech sector has lead the sell-off in the past two months, so are there opportunities? Goldman Sachs’ tech portfolio manager gives us the names he’s buying right now.

    Más Menos
    42 m
  • The selloff intensifies in the U.S. as policy questions remains…The Commodities Trade…and DeepSeek Moment 2.0? 03/10/25
    Mar 10 2025

    The market sell off intensifies today as policy questions remain. How do you position in such a volatile environment and is the EU really the place to be? Plus, the commodity sector outperforming equities this year. Can you still buy into the area and which commodity is best? And, a new Chinese AI tool has some on Wall Street asking if we’re in for a DeepSeek moment 2.0.

    Más Menos
    43 m