Markets Love Certainty

Markets Love Certainty

Donald Trump’s 2024 election victory gave investors a swift and decisive read on America’s next president. We sort through the reaction and everything else going on in the market this week. (00:20) Asit Sharma and Dylan Lewis discuss: - The reactions to Donald’s Trump’s 2024 Presidential victory across the crypto, currency, and stock markets. And a reminder as you see Trump Trade headlines for specific sectors and companies. - Super Micro’s woes, and the outlook for a company with no auditor, no annual report and perhaps soon, no listing exchange. - Nvidia topping Apple as the most valuable company in the world and heading into the Dow Jones Industrial Average soon. - Why Novo Nordisk and Eli Lilly are giving totally different reads on the markets for GLP-1 drugs like Wegovy and Zepbound. Companies discussed: BTC, SMCI, NVDA, AAPL, INTC, NVO Host: Dylan Lewis Guests: Asit Sharma Producer: Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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Exploring CoreWeave: An NVIDIA-Backed AI Play

Exploring CoreWeave: An NVIDIA-Backed AI Play

Would you be interested in a stock that’s quadrupled in less than three months? (00:21) Anand Chokkavelu, Lou Whiteman, and Rick Munarriz discuss: - Chewy earnings - Hype Meter: CoreWeave - Sezz...

11 Juni 202511min

Apple, SPACs and Stocks We Bought

Apple, SPACs and Stocks We Bought

Apple's WWDC 2025 hits and misses; it's not about being first, it's about being best. Jason Moser and Matt Frankel discuss: - The latest news from Apple's Worldwide Developers Conference. - Are O...

10 Juni 202518min

HBO and CNN Split Up

HBO and CNN Split Up

Warner Bros. Discovery is planning to break itself up into two distinct companies. (00:21) Andy Cross and Jason Hall discuss: - Warner Bros. Discovery splits up. - How does it affect the streaming ...

9 Juni 202516min

J.L. Collins, Achieving Financial Independence

J.L. Collins, Achieving Financial Independence

Financial independence isn’t just about early retirement. It’s giving your future self freedom. J.L. Collins is the best-selling author of The Simple Path to Wealth: Your Road Map to Financial Ind...

7 Juni 202546min

Friendship Breakup Costs Tesla

Friendship Breakup Costs Tesla

You can’t maintain all of your friendships from the school year through summer vacation. (00:45) David Meier and Jason Moser join Ricky Mulvey to discuss: - Earnings from CrowdStrike, lululemon, and...

6 Juni 202540min

Nintendo’s Big Release

Nintendo’s Big Release

Shares of the Japanese video game company are up almost 5x since its last console launch. Can the Switch 2 carry the stock even higher? (00:21) Jason Moser and Mary Long discuss: - The disconnect ...

5 Juni 202521min

What Bonds, Dollar Stores Say About Economy

What Bonds, Dollar Stores Say About Economy

More investors are fretting about the stability of the U.S. economy, but are there better options out there? (00:14) Asit Sharma and Ricky Mulvey discuss: - Earnings from CrowdStrike, and the stock’...

4 Juni 202524min

The Stock of the Summer

The Stock of the Summer

Which stock will have the best ice cream and beach season? (00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss: - Jason’s and Matt’s picks for the stock of the summer. - “News or Noise...

3 Juni 202516min

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