What is going on? Questions about the current market’s sustainability… HUGE rotation into small-caps and financials. College planning – does it have to be so difficult? Guest – College planning expert Brad Baldridge. Brad Baldridge is a College Funding Specialist who has helped thousands of families plan and save for college with smart and proven strategies to save time, money and stress. As a financial expert, blogger and host of the Taming the High Cost of College podcast, Brad has been sharing his college planning insights with clients, subscribers and listeners for nearly 20 years. Since ..read more

Up and Up – what is next? So many questions about this market’s next leg…. Inflation- mixed messages – but the Fed is pushing the carrot Guest – Dr. Richard Smith When Dr. Richard Smith discovered that many top investment advisors and wealthy traders used special mathematical formulas to invest in the stock market, he decided to try it out himself. Using his own formula, he found that he could make more money and take less risk, regardless of market performance. In 2004 he used this algorithm to build one of the first online financial technology platforms. The platform worked so well he made ..read more

Short week – plenty of action The breath keeps getting worse The Debate – what does that mean for markets? This episode’s guest: our good friend , author and former banker Satyajit  Das – all the way from down under Satyajit Das is an internationally respected expert in finance, with over 37 years’ experience. Das presciently anticipated many aspects of the global financial crisis in 2006. He subsequently proved accurate in his warnings about the ineffectiveness of policy responses and the risk of low growth, sovereign debt problems (anticipating the restructuring of Greek debt), and the ..read more

An interesting turn in politics. Looking at the “Awesome Portfolio” Having a healthy relationship with money with this week’s Guest – Jared Dillian. Jared Dillian is the editor of The Daily Dirtnap, a daily market newsletter for investment professionals, continuously published since 2008. He graduated from the United States Coast Guard Academy in 1996 with a B.S. in Mathematics and Computer Science, from the University of San Francisco in 2001 with a Masters in Business Administration, concentration in Finance, and from the Savannah College of Art and Design in 2023 with a Masters in Fine Art ..read more

Markets , Economics and Insights Looking to learn from one of the greats – GOAT! This episode’s guest: Jim Rogers – The Investment Biker Jim Rogers, a native of Demopolis, Alabama, is an author, financial commentator, adventurer, and successful international investor.  He has been frequently featured in Time, The Washington Post, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times, The Business Times, The Straits Times and many media outlets worldwide.  He has also appeared as a regular commentator and columnist in various media and has been a ..read more

Inflation comes and goes US Economy hitting a soft patch. Summer doldrums for markets. Guest Jim Bruce – Movie producer and writer of Money for Nothing and The Restless Billionaire. Money For Nothing, Inside the Federal Reserve  – Jim Bruce – Producer, Director and Writer of Money For Nothing, Inside the Federal Reserve. Money For Nothing is Jim Bruce’s directorial debut. Jim was Editor/Writer/Co-Producer of Sierra Leone’s Refugee All Stars – finalist for the 2006 International Documentary Association’s Feature Film of the Year. Jim has also worked as an editor on acclaimed documentaries ..read more

End of May – 2/3 of the quarter is over Waiting for the Split as shares rocket higher Looking for reasons to be bearish or bullish And our Guest – Ross Gerber of Gerber Kawasaki   Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki’s corporate and investment management operations as well as serves individual clients. Ross has become one of the most followed investors on social and in traditional media. His investment ideas and advice have made him a regular in the business news and he is featured on CNN, CNBC ..read more

NVDA earnings so good  it sucks the markets dry. Fed minutes – sounding a bit hawkish. Bond yields on the rise again. Copper falls – from all-time highs. Michael Johnston, CFA is a financial industry veteran with a passion for improving outcomes for retail investors. Following stints in corporate finance and investment banking, Michael founded ETF Database (ETFdb) and grew it into the largest independent media property covering exchange-traded funds (ETFs). Under Michael’s leadership, the company achieved a commanding position within the ETF industry and played a key role in the “low cos ..read more

Good noews! CPI – not so hot. Bitcoin and Gold blasting off Meme Stocks – fly then die Thomas Thornton, Hedge Fund Telemetry Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals. Hedge Fun ..read more

Market bonce continues and a few favorites breaking out… USD starts to roll – how long will that last? Guest, Frank Curzio – Curzio Research – he is naming names. Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his te ..read more