Travel Stocks 2026: What the Offseason Boom Tells Us About the Consumer Economy
Record heat waves and overcrowded peak seasons are driving a surprising offseason travel boom, with airlines, hotels, and travel platforms seeing demand patterns that are rewriting the traditional tou...
11 Jul 40min
Is India the Best Emerging Market to Invest in for 2026?
As the AI trade gets choppier and investors look for alternatives to mega-cap tech concentration, India is emerging as a serious destination for capital seeking growth without the AI boom-bust risk. B...
10 Jul 41min
Defense Tech Stocks in 2026: Is This the New Growth Sector Investors Have Been Waiting For?
Electronic warfare, drones, and advanced defense technology are forcing Wall Street to completely rethink how defense companies are valued — moving them closer to tech multiples than old-school defens...
9 Jul 43min
What Happens When the AI Bubble Pops? The Trade Is Losing Its North Star
Bloomberg is reporting that one of the key signals driving the AI trade is losing its reliability — and that raises a critical question for investors who've built positions around AI infrastructure, c...
8 Jul 45min
The Roth Conversion Window
Mid-year is a smart time to model conversions before year-end tax planning gets rushed. A practical walkthrough of who benefits, how to size a conversion, and the bracket-management math that makes it...
7 Jul 44min
BEST OF CALLER QUESTIONS ~ FRIDAY July 3rd
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: I-R-...
3 Jul 46min
The Index Fund Trap
When the Russell 2000 is up over 20% and the S&P under 10%, "I just own the index" means very different things depending on which index. A chance to explain how market-cap weighting quietly concentrat...
3 Jul 44min
The Half-Year Scoreboard
A look back at what actually worked in the first half of 2026 versus what the consensus predicted in January. Great for humility about forecasts and a setup for second-half positioning.Today's Stocks ...
2 Jul 42min
