The OBBBA is signed into law.
Letters are going out with a new deadline.
Coming up on earnings season – JPM reporting on the 15th – next week.
And our guest – Larry McMillan – The Options Strategist.
NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)
Professional trader Lawrence G. McMillan is perhaps best...
Jobs Job Jobs – not too hot, not too cold.
VIX – under 17 – a contra-signal?
The KRI (Key) seems to thing so – overbought at a +5
Guest John Pugliano, host of the Wealthsteading Podcast is our guest.
NEW! DOWNLOAD THE AI GENERATED SHOW NOTES
Follow @andrewhorowitz
John Pugliano is the author...
PCE – The Fed’s preferred inflation metric…
The VIX – pricing in smooth sailing – how to hedge…
And commodities – The one most interesting trade right now is…?
Commodities on the move – great time to bring on our guest – Carley Garner of DeCarley Trading
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES...
The Presidential Cycle and the sectors that may benefit.
Taking a look at the Longevity Paradox
Tariffs and Inflation – is it all a hoax?
Our guest this week – David Gaffen, Breaking News editor at Reuters.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
David Gaffen is the U.S. breaking news companies...
AI is coming to finance with some major Shifts to the investment landscape
Sumo Politics in full force.
We got a China deal, or did we?
Seeking out innovation with our guest, Steven Sanders – EVP, Interactive Brokers.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Steve Sanders is Executive Vice President of...
How to invest, research and do it with skin in the game.
Is the USD vulnerable? You may be surprised by the answer.
How to identify under-the-radar opportunities.
Guest, Frank Curzio – Curzio Research – the outlook into the end of the year.
NEW! DOWNLOAD THE AI GENERATED SHOW NOTES
Frank Curzio can be reached...
The tariff saga continues – we got the The TACO trade and the courts now.
The Big Beautiful Bill – in jeopardy.
May was a jolly good month – equities ripped higher.
Guest: Barry Ritholtz, Ritholtz Wealth Management, Host – Masters In Business and Author.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest...
The economy looks okay – retailers say otherwise.
The BIG Beautiful bill is on its way through the sausage factory.
Spec Tech (like quantum stocks) still in rally mode.
Guest: Tom Nelson, Franklin Templeton Funds
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Tom Nelson is a senior vice president and head of...
Consistency pays and it should be a basic discipline.
Let’s talk about process and the plan.
Deals and congressional actions are front and center.
And our guest – Ed Easterling of Crestmont Research.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based...
The Art of the Steal?
Powell holds firm on rates.
Big announcement – UK deal – or was it?
China meeting set for this weekend – looks like a lit of hot air.
This week’s guest: Dan Faggella, Founder and Head of Research at Emerj Artificial Intelligence Research.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW...
BOOM Tech earnings– a few big winners here!
GDP goes negative – jobs numbers – pockets of concern.
Yields down and the Fed is in play again.
Tax Season ended, but it is never really over
This week’s guest, Tax Expert – Dan Pilla.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Daniel Pilla...
What a mess – markets under siege.
Powell attacked, then a reversal – one week policy reversals.
Market now pushing policy – Team Trump wakes up to reality.
This week’s guest, Patrick O’Hare – Chief Market Analyst for Briefing.com.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Patrick has been with Briefing.com since...
