Riding High on Optimistic Vibes
Individual investors are feeling as optimistic as they’ve felt all year according to our recent sentiment survey, and with stocks dancing around record highs, strong earnings and less bite than bark from tariffs, they are leaning into their favorite stocks and ETFs. Kevin Gordon of Charles Schwab joins us for a vibes check and sets the scene for the rest of the year. Plus, IPOs are popping like it's 1995 all over again and their gains are sticking - at least for now. What's different, and the same about this bull market and the one thirty years ago? Learn more about your ad choices. Visit podcastchoices.com/adchoices
18 Aug 202535min
How to Climb the Ever-Rising Wealth Ladder
The pursuit of wealth has never been more intense, but the path to getting there has never been steeper. Nick Maggiulli, the founder of ofdollarsanddata.com and author of “The Wealth Ladder”, joins the Express to break down the rungs of wealth, and how to navigate the climb in 2025. Plus, markets are back at record highs as investors are so over tariffs and are focusing on upcoming rate cuts, better corporate profits and the risk-parade to continue. And why tomato prices might be the best indicator for the future impact of tariffs. Learn more about your ad choices. Visit podcastchoices.com/adchoices
11 Aug 202530min
Investing Through a Cloud of Dubious Data
The recent firing of the Commissioner of the BLS and the resignation of a top Fed official have cast even more doubt on the trustworthiness of government data and the future independence of the central bank. This is a brave and tenuous new world for investors who have been enjoying the march to record highs behind a handful of the biggest stocks in the market yet again. Jay Woods, Chief Global Strategist for Freedom Capital Markets helps us find the right price levels even as the data we depend on becomes more dubious. Plus, we are entering the seasonally weakest period of the year just as tariffs are set to take effect at the end of the week. The summer wind might just blow things over. Learn more about your ad choices. Visit podcastchoices.com/adchoices
4 Aug 202535min
Low-Riding Through Short Squeezes to Higher Highs
On what could be the most important week for investors in years, markets keep riding to higher highs, and meme stocks keep spinning into the silly-sphere as the shorts get squeezed, giving 2021 vibes all over again. Cameron Dawson of NewEdge Wealth helps us make sense of it all and stay on the right tracks to long term investing gains. Plus, what to expect from the Fed’s meeting on interest rates, the July jobs report, and the most important corporate earnings of the cycle. Learn more about your ad choices. Visit podcastchoices.com/adchoices
28 Juli 202530min
Investing Through a Regulatory Overhaul
From the passage of the “Big Beautiful Tax Bill”, to new laws around stablecoins, investors have been navigating one massive change after another as they chase the stock market to new record highs. Michael Townsend, the Managing Director of Legislative and Regulatory Affairs for Charles Schwab tells us which policies will impact investors the most, and what new regulatory changes are looming on the horizon. Plus, private equity and capital are clawing their way into retail investors portfolios as the number of public companies continues to decrease. What could go wrong? Learn more about your ad choices. Visit podcastchoices.com/adchoices
21 Juli 202531min
Testing the Limits of American Exceptionalism
As yet another new wave of tariff threats come out of the White House, investors have yet to bail out of the U.S. stock market like they did in April. Is their bet on American Exceptionalism about to unwind, or is this new bull market unfazed by the upending of the global economy? Callie Cox, Chief Market Strategist for Ritholtz Wealth joins The Express for her take on our unbridled enthusiasm, and lessons for long-term investors. Plus, new 50% tariffs on Copper set to go into effect August 1st will be felt across nearly every major industrial and electronic category. If those don’t cause an inflationary charge, nothing will. Learn more about your ad choices. Visit podcastchoices.com/adchoices
14 Juli 202531min
High Anxiety Inside the Everything Rally
Markets are steaming into the summer at all-time highs as the July 9th reciprocal tariff deadline approaches and the Big Beautiful Tax bill has been signed into law, and investors’ animal spirits are howling as meme stocks are back in fashion. We go inside the rally with Ryan Detrick of The Carson Group, and stare into the horizon in search of more momentum. Plus, public companies are bingeing on Bitcoin, driving cryptocurrencies back to the Moon. What could go wrong? Learn more about your ad choices. Visit podcastchoices.com/adchoices
7 Juli 202532min
Fear and Loathing on the Way to New Record Highs
Everyone from corporate executives to Wall Street’s top strategists feared the worst for the stock market and the U.S. economy as the new administration tried to turn economic policy upside down at the beginning of the year, but we are ending the first half of the year at new record highs. Sam Ro of TKer clubs back aboard the Express to talk about the biggest surprises from the first half of 2025, the disconnect between feelings and returns, and second half predictions. Plus, who wants to be a millionaire? About 54 million people can now claim that milestone. Learn more about your ad choices. Visit podcastchoices.com/adchoices
30 Juni 202531min
