Avsnitt
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We discuss the market outlook and investing strategies for the second half of 2026.
(1:10) - Breaking Down The Current Market Turbulence
(7:15) - How Should You Be Positioning Your Portfolio Right Now?
(12:00) - Should You Consider Small Cap And Emerging Market Investments?
(17:00) - Diversifying Your Portfolio By Investing Into Real Assets
(20:35) - What Investments Should You Consider For Fixed Income?
(23:30) - Episode Roundup: XAR, ITA, SPSM, SPEM, GLDM, IAUM
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We discuss the SpaceX IPO and the NASA ETF.
(1:00) - Why Should Investors Care About The Space Economy?
(4:20) - SpaceX IPO vs. SPV
(9:45) - Will Tema Continue To Buy More SpaceX
(15:00) - Tema Space Innovators ETF: NASA
(18:20)- Tema Durable Quality ETF: TOLL
(21:00) - Episode Roundup: RKLB, ASTS, FLY, PL
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We discuss the case for buyback, dividend growth, and momentum strategies.
(0:45) - Why Should Investors Care About Share Buybacks?
(5:35) - ProShares S&P 500 Buyback Aristocrats ETF: BUYB
(11:00) - ProShares S&P 500 Dividend Aristocrats ETF: NOBL
(15:30) - Breaking Down The Current Market Valuations
(21:10) - ProShares S&P Technology Dividend Aristocrats ETF: TDV
(27:20) - ProShares Nasdaq-100 Dorsey Wright Momentum ETF: QQQA
(31:00) - Episode Roundup: WDC, STX
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We discuss AI infrastructure, quantum computing, and modern warfare ETFs.
(1:00) - Breaking Down Big Tech Earnings and The AI Trade
(4:30) - Where Should You Be Looking To Invest Right Now?
(8:00) - Defiance AI and Power Infrastructure ETF: AIPO
(11:05) - Should You Consider Investing Into Quantum Computing?
(13:50) - Defiance Quantum ETF: QTUM
(17:00) - Defiance Drone and Modern Warfare ETF: JEDI
(19:20) - Episode Roundup: PWR, VRT, GEV, MU, INTC
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We discuss retirement investing, buffer ETFs, and inflation hedges.
(1:00) - What Retirement Account Works Best For You?
(5:40) - Should You Consider A Roth IRA Conversion?
(8:50) - Do Buffer ETFs Fit Into Your Portfolio Right Now?
(11:30) - Should You Be Using TIPS ETFs To Protect From Inflation?
(14:40) - Is Now a good Time To Invest In Commodities?
(16:30) - Should You Be Investing Into Municipal Bonds or High Yield Bond ETFs?
(21:20) - Breaking Down The Current State of The AI Trade Right Now
(23:20) - Episode Roundup: SPYM, VOO, IVV, VIG, DGRO, PDBC, MUB
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We discuss red-hot memory stocks, the Mag 7 rebound, and some other interesting areas.
(1:00) - What Is Behind The Recent Surge In Memory Stocks?
(4:45) - How Will Google's New Approach Impact The Industry?
(6:40) - Roundhill Memory ETF: DRAM
(10:00) - Roundhill Magnificent Seven ETF: MAGS
(15:25) - Roundhill Meme Stock ETF: MEME
(19:40) - What Themes Should Investors Be Watching Right Now?
(22:30) - Episode Roundup: SNDK, MU, STX, WDC, CAR, BIRD, XDIV
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Space stocks are soaring thanks to NASA's Artemis mission, the SpaceX IPO, and more.Space stocks are soaring thanks to NASA's Artemis mission, the SpaceX IPO, and more.
(1:20) - What Was The Significance of Artemis 2 For Investors?(7:00) - How Excited Should You Be For A SpaceX IPO?
(12:45) - How Soon Can We Expect Data Centers In Space?
(21:20) - Procure Space ETF: UFO
(36:20) - Episode Roundup: SATS, RKLB, ARKX, MARS, NASA
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Energy led the market in Q1. Can the rally continue?
(1:00) - What Should Investors Know About The Differences Between Brent and WTI?
(5:10) - What Impact Will The War Have On Refinery Products?
(8:15) - Breaking Down The Current Performance of Energy Subsectors
(14:00) - How Long Could We Expect This War To Continue and What Impact Will It Have On Crude Oil Prices?
(19:10) - Will We See More Investments Into U.S. Energy Companies?
(22:30) - Where Should Investors Be Looking To Gain Exposure Within The Energy Industry Right Now?
(29:35) - Episode Roundup: USO, XLE, VDE, XOP, OIH, AMLP, COAL
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Global shipping disruptions have sent this tiny ETF skyrocketing.
(0:45) - What Is The Importance of The Strait of Hormuz and What Is The Impact of The Closure?
(4:40) - Key Global Transportation Routes and Their Current Situations
(8:15) - What Impact Has The War Had On Global Shipping Costs and How Does It Compare To The Pandemic
(14:05) - Breaking Down Cargo Vessel Classes And How They Have Been Affected By The War
(16:30) - Breakwave Tanker Shipping and Dry Bulk Shipping ETFs: BWET & BDRY
(22:35) - Episode Roundup: [email protected] -
BlackRock's Jay Jacobs discusses thematic investing ideas for 2026.
(1:00) - Investing Into The Next Growth Cycle For AI
(4:05) - What Are The Current Risks When Investing Into AI Right Now?
(7:15) - What Should Investors Expect From The Current Volatility When Investing Into Cryptocurrencies?
(10:05) - Themes To Watch When Looking To Diversify Your Portfolio In 2026
(17:45) - Episode Roundup: ARTY, BAI, POWR, ITA, IBIT -
We discuss the outlook for the sector following a strong rally.
(1:00) - European Defense Industry: How Are NATO Alliances Funded?
(10:10) - Middle East Dynamic: What Should Investors Expect?
(13:45) - Navigating The Current Defense Industry: Where Should You Look To Invest?
(21:20) - Gabelli Commercial Aerospace and Defense ETF: GCAD
(25:00) - Episode Roundup: GCAD, ITA, XAR, EUAD, SHLD
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LTCM co-founder Victor Haghani discusses a better approach to long-term investing.
(1:10) - Lessons from the Collapse of Long-Term Capital Management
(8:45) - The Missing Billionaires: A Guide To Better Financial Decisions
(16:00) - Investing Games To Use And Learn'
(29:50) - Should Investors Continue To Invest Into International Markets?
(34:35) - Episode Roundup: ELM, VTI, SCHB, VWO [email protected] -
We discuss how autocallable ETFs work and how they should be used.
(1:00) - What Exactly Is An Autocallable When It Comes To Investing?
(7:15) - Should You Be Investing Into This Industry Right Now?
(16:40) - What Is The Best Way To Gain Exposure To Autocallable Investing?
(27:00) - Episode Roundup: CAIE, CAIQ
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We discuss the market outlook and how investors should position their portfolios.
(1:15) - Overall Market Outlook For 2026
(5:00) - How Should Investors Navigate The AI Industry Right Now?
(9:20) - Fixed Income Investing: Will Bonds Continue To Perform Well Through 2026?
(13:10) - Portfolio Positioning For 2026: What Areas Should Investors Be Watching?
(15:20) - Breaking Down The Current State of The ETF Industry: The Guide To ETFs
(19:30) - Episode Roundup: JTEK, QQQ, QQQM, JBND, JPIE, JMUB, JIRE, VXUS
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Bloomberg's Eric Balchunas breaks down ETFs' record-breaking 2025 and what lies ahead.
(1:10) - Breaking Down The Most Recent ETF Flows
(5:40) - Is The ETF Industry Beginning To Have Too Many Strategies Available?
(10:30) - What Were The Best New ETFs of 2025?
(14:00) - Has There Been More Foreign Investor Interest In U.S. Asset ETFs?
(19:05) - How Diversified Should Investors Really Be Outside The Magnificent 7?
(25:50) - Should Investors Consider Buying Private Asset ETFs?
(29:45) - ETF Outlook For 2026: ETFs To Consider For Your Watchlist
(36:20) - Episode Roundup: BINC, OTGL, BUFB, VOO, XOVR
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We discuss the best investing strategies for 2026.
(1:10) - Will The Stock Market Continue To Rally In 2026?
(4:55) - What Risks Should Investors Be Aware of Going Forward?
(8:05) - Are We Currently In An AI Bubble?
(11:00) - Will The 2025 Top Market Performers Continue Through 2026?
(15:20) - What Themes And Investing Strategies Should Investors Be Watching?
(19:40) - Breaking Down Current ETF Flows
(22:30) - Episode Roundup: XLC, SPYG, XLU, UTES, SPEM, IEMG, GLDM, IAUM
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We discuss the thematic outlook for 2026 and the key themes investors should keep on their radar.
(1:00) - What Impact Will Artificial General Intelligence Have On Tech Going Forward?
(6:20) - Why Have Data Centers And Power Restricted AI Expansion?
(10:10) - Who Stands To Benefit The Most As The AI Ecosystem Evolves?
(13:30) - Are We In An AI Bubble?
(16:45) - Top Investment Themes To Keep On Your Radar In 2026
(19:30) - Global X Defense Tech ETF: SHLD
(21:25) - How Should Investors Gain Exposure To The AI Infrastructure And Data Centers?
(26:30) - Episode Roundup: AIQ, PAVE, ZAP, CHPX, SMH, SOXX
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From political change to corporate reform, Japan's market is heating up. Here's what investors need to know.
(0:50) - What Should Investors Know About Japan's New Prime Minister And Their Policies
(6:25) - What Is Currently Driving Japan's Equity Rally?
(13:00) - ETFs Investors Should Consider When Looking For Exposure In Japan
(16:40) - What Other interests Should Investors Be Aware of When Investing In Japan
(19:25) - Episode Roundup: DXJ, OPPJ, EWJ, FLJP, FLJH
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Nancy Tengler shares her market outlook and favorite stocks.
(1:00) - Breaking Down The Most Recent Earnings Results From Technology Stocks
(5:00) - Should Investors Be Concerned With The Recent Shorting In AI Stocks?
(9:40) - Is The Stock Market Due For A Correction?
(12:10) - What Companies Stand To Benefit From The Current Consumer Spending Trends?
(15:20) - Should You Consider Adding Bank Stocks To Your Portfolio Right Now?
(17:30) - Laffer Tengler Equity Income ETF: TGLR
(20:15) - The Women's Guide To Successful Investing
(23:05) - Episode Roundup: NVDA, MSFT, GOOGL, ORCL, WMT, AXP, JPM, GS
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We discuss what Buffett's retirement means for Berkshire and investors.
(1:00) - Warren Buffett's Retirement and Impact On Berkshire Hathaway
(8:45) - Breaking Down Berkshire Hathaway's Equity Portfolio: What Investors Need To Know Right Now
(16:30) - The Warren Buffett Premium: Who Will Takeover and Will They Continue The Investment Track Record
(20:40) - Will The Berkshire Hathaway Meetings Still Draw The Same Attention?
(24:30) - Learning To Invest Like Warren Buffett
(29:00) - Episode Roundup: POOL, OXY, AAPL, BAC, IVV, VOO, SPLG, MOAT, QUS, OMAH
[email protected] - Visa fler
