When are the ten best days in the market? Are the ten best days in the market even a real concept? The shop digs into California’s recent tax run, the trouble with insurance company pension guarantees, and why today’s charts don’t look all that different from 1995’s market before diving into Danny’s father’s seven-figure CISCO lesson and why NVIDIA’s Price-to-Earnings-to-Growth ratio is nothing to sneeze at.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, & Michael Ramos host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
00:00 – Opening Bell
05:00 – Jeffrey Gundlach’s Trimming the Bonds
06:45 – Mailbag: $300k Lifetime Pension Limits
09:00 – Mailbag: A Tale of Two Charts
21:00 – Japan’s Rising Debt Crisis
28:00 – Sizing Into Earnings
34:00 – The Seven-Figure CISCO Lesson
41:15 – A Note on Twitter Finance Experts
43:15 – NVIDIA’s PEG Ratio
51:00 – Sell Disciplines
—
Show Links:
12 Filing-Season Tax Facts for 2024
https://www.thinkadvisor.com/2024/02/07/12-filing-season-tax-facts-for-2024
DoubleLine Trims Riskiest HIgh-Grade Bonds on Rate Concerns
https://www.fa-mag.com/news/doubleline-trims-riskiest-high-grade-bonds-on-rates-concerns-76937.html
10 Things to Know about Estate Planning for Cross-Border Couples
https://www.thinkadvisor.com/2024/02/14/10-things-to-know-about-estate-planning-for-cross-border-couples
How Pension De-Risking could strike a devasting financial blow to America’s Retirees
https://www.msn.com/en-us/money/retirement/how-pension-de-risking-could-strike-a-devastating-financial-blow-to-america-s-retirees/ar-BB1i9aj6
The Seven Samurai: How the Big Tech Rescued the Market in 2023
https://www.advisorpedia.com/markets/the-seven-samurai-how-big-tech-rescued-the-market-in-2023/
Jeremy Siegel: Big Tech Showing ‘Overspeculation Signs’
https://www.thinkadvisor.com/2024/02/13/jeremy-siegel-big-tech-stocks-showing-overspeculation-signs
10 Things Advisors need to know about Assisted Living Facilities
https://www.thinkadvisor.com/2024/02/12/10-things-advisors-need-to-know-about-assisted-living-facilities
Californians are Dreaming of Lower Taxes
https://www.fa-mag.com/news/californians-are-dreaming-of-lower-taxes-76935.html
Why so many Estate Plans are Out of Date
https://www.thinkadvisor.com/2024/02/14/why-so-many-estate-plans-are-out-of-date-jamie-hopkins
—
Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.
If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.
For more information, just go to Revere Asset.com.
Is 2024 the year of living dangerously? Is the banking crisis over? And speaking of banks, what’s happening at New York Community Bank? This week on Your Money, the shop talks narrow markets, explains the four-year Bitcoin halving, reviews the minor outperformance of smallcaps, and digs into pricing power through the lens of Chipotle and McDonalds.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
0:00 – Opening Bell
08:30 – Mailbag: Unpacking The Big 7
11:15 – Mailbag: The Day After Black Monday
22:00 – Explaining The Bitcoin Halving
26:30 – The Minor Outperformance of Smallcaps
35:00 – Chipotle, McDonalds, and Pricing Power
—
Show Links:
The Year of Living Dangerously: Economist are trying to imagine scenarios in a world that keeps defying expectations
https://www.fa-mag.com/news/the-year-of-living-dangerously-76262.html
The Banking Crisis may not be over
https://www.advisorpedia.com/strategists/the-banking-crisis-may-not-be-over
Fear Not! FAs can Clear Complaint that followed Clients’ Pandemic Panic Selling
https://www.financialadvisoriq.com/c/4409254/571774/fear_clear_complaint_that_followed_clients_pandemic_panic_selling
—
Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.
If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.
For more information, just go to Revere Asset.com.
Is Goldilocks stealing from your retirement? Remember – it’s ALWAYS about the cost of money! The shop celebrates a recent family proposal (and a certain birthday) before digging into social security adjustments, whether or not you should be getting into short-term treasury bonds, and reviewing 2024’s early all-time highs before diving into real rates, earnings gaps, and layering edges in technical analysis.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
0:00 – Opening Bell
03:00 – Celebrations & Social Security
10:00 – Addressing The Annuity Letter
19:30 – Jeffrey Gundlach’s Goldilocks Scenario
20:40 – Mailbag: PATH on the Charts
25:10 – Mailbag: SPYG S&P 500 Growth
31:00 – Reviewing 2024’s Early All-Time Highs
49:30 – Understanding REAL Rates
01:03:45 – Three Recent Earnings Gaps in Questionable Markets
01:06:45 – Technical Analysis: Layering Edges
—
Show Links:
Federal Reserve issues FOMC Statement
https://www.federalreserve.gov/newsevents/pressreleases/monetary20240131a.htm
Quarterly Refunding Statement of Assistant Secretary for Financial Markets Josh Frost
https://home.treasury.gov/news/press-releases/jy2062
Gundlach: Fed signal threatens ‘Goldilocks’ Scenario
https://www.thinkadvisor.com/2024/01/31/gundlach-fed-signal-threatens-goldilocks-scenario
Repeal Income Tax of Social Security? What Retirement Experts Think of New Bill
https://www.thinkadvisor.com/2024/01/31/repeal-income-tax-on-social-security-what-retirement-experts-think-of-new-bill
Why Vanguard’s Bitcoin stance is a good move: Morningstar
https://www.thinkadvisor.com/2024/01/29/vanguards-bitcoin-stance-a-good-move-morningstar
Tax Bill with 100% Bonus Depreciation may get House Vote this Week
https://www.thinkadvisor.com/2024/01/29/tax-bill-with-100-bonus-depreciation-may-get-house-vote-this-week
—
Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.
If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.
For more information, just go to Revere Asset.com.
Is A.I. coming into the markets like the tech wreck in ’99? What’s going on with the upcoming retirement tax changes in Congress’ new ‘SECURE Act 2.0’? And are Stock Market highs independent of consumer sentiments? The shop digs into the mailbag this week to talk high valuations, de-worse-ification, and the energy sector stocks worth watching to keep your portfolio fresh in 2024.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
0:00 – Opening Bell
05:45 – 10 Things to Know about the SECURE Act 2.0
11:00 – Mailbag: High Valuations & Lacking Breadth in 2023
22:00 – This Week In the Markets
29:00 – Examining The Emerging Market ETF
35:30 – De-WORSE-ification?
37:45 – Energy Sectors Worth Watching
42:00 – Viewing Market Internals through Stage Analysis
—
Show Links:
10 Secure 2.0 Act Tax Changes You Should Know for 2024 and Beyond
https://www.thinkadvisor.com/2024/01/19/10-secure-2-0-act-tax-changes-you-should-know-for-2024-and-beyond
All-Time Highs for Stocks as Bitter Economic Headlines Persist
https://www.advisorpedia.com/markets/all-time-highs-for-stocks-as-bitter-economic-headlines-persist
How to choose which Bitcoin ETF to buy
https://www.fa-mag.com/news/how-to-choose-which-bitcoin-etf-to-buy-76177.html
A Thank-You Note to Gary Gensler? You Bet
https://www.thinkadvisor.com/2024/01/24/a-thank-you-note-to-gary-gensler-you-bet
El-Erian says markets have overprices speed, depth of Fed Cuts
https://www.fa-mag.com/news/el-erian-says-markets-have-overpriced-speed–depth-of-fed-cuts-76167.html
—
Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.
If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.
For more information, just go to Revere Asset.com.
This Millennial Earning season, will your stocks get a trophy? The shop digs into the latest from Washington when Bitcoin ETF enthusiasts are calling for Vanguard heads and why Social Security is on the chopping block (again) before diving into misconceptions in how the Relative Strength line really works and why companies like Netflix, Microsoft, and Adobe have been so historically difficult to predict – even when hindsight is 20/20.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
0:00 – Opening Bell
01:30 – Millennial Earning Seasons
04:30 – The Next Big Risk
08:30 – New Social Security Cuts?
09:45 – Mailbag: Ideas from the Outback
16:00 – Mailbag: Preserving Profits Without Giving Up Gains
28:30 – Misconceptions in the Relative Strength Line – Netflix & NVIDIA
35:00 – Predicting Momentum (with Historical Precedence) in 4 Key Industry Sectors
39:00 – Netflix, Microsoft, & Adobe’s Historical Growth
41:00 – Anomaly Coal Strategies for Portfolio Growth
47:15 – This Week In the Markets
49:45 – From Small Caps to Mid Caps
—
Show Links:
Bill to ‘Fast Track’ Social Security Cuts is Up for Debate This Week
https://www.thinkadvisor.com/2024/01/17/bill-to-fast-track-social-security-changes-is-up-for-debate-this-week
Q4 Earnings Season gets underway with Low Expectations (what could go wrong here)
https://www.advisorpedia.com/markets/q4-earnings-season-gets-underway-with-low-expectations
‘It’s a Perilous Time’: Investing Pros on the Next Big Risk
https://www.fa-mag.com/news/-it-s-a-perilous-time—investing-pros-on-the-next-big-risk-76089.html
Blackstone’s BREIT post worst yearly performance in history (canary in the coal mine)
https://www.fa-mag.com/news/blackstone-s-breit-posts-worst-yearly-performance-in-its-history-76132.html
DOL approves new rules for Pension Linked Emergency Savings Accounts (PLESA)
https://www.fa-mag.com/news/dol-approves-new-rules-for-pension-linked-emergency-savings-accounts-76142.html
Boycott Vanguard? A Reality Check (have we lost our minds)
https://www.thinkadvisor.com/2024/01/16/boycott-vanguard-a-reality-check
Client accuses Ameriprise of Selling Him Almst $800,000 in
https://www.fa-mag.com/news/ameriprise-charged-with-selling–800-000-in–unsuitable–annuities-76129.html
Ken Fisher can’t have it all (don’t agree with Ken often but love his stance on annuities)
https://www.thinkadvisor.com/2024/01/16/can-ken-fisher-have-it-all
BTC vs BITO vs IBIT: Bitcoin Vehicles Explained
—
Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.
If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.
For more information, just go to Revere Asset.com.
The new CPI numbers are out, but what’s the big deal? Just remember, a couple of months ago, EVERYBODY was worried about when the Fed would start raising rates! The shop talks about the Federal Reserve’s invisible presence during an election year, the explosive opening to Bitcoin ETF’s, and why copper might just be the next big commodity to keep an eye on in 2024.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
0:00 – Opening Bell
3:00 – All About Bitcoin ETFs
13:30 – Mailbag: Implied Volatility on Options Pricing
19:30 – Mailbag: Rule Changes for Profit Sizes?
26:15 – This Week In the Markets
33:00 – Diving Into Copper
42:00 – Setting Up Volatility Patterns for the Upside
46:45 – Key Anchored View Ops via IWM
—
Show Links:
SEC Approves a Spot Bitcoin ETFs in Crypto’s Breakthrough
https://www.thinkadvisor.com/2024/01/10/sec-approves-bitcoin-spot-etfs-in-milestone-for-digital-assets
Vanguard spurns Bitcoin ETFs, Schwab dives right in, while Merrill evaluates
https://www.fa-mag.com/news/vanguard-spurns-bitcoin-etf–schwab-dives-right-in–while-merrill-evaluates-76080.html
The Corporate Bond Market is Stirring but Not Worrisome (really?)
https://www.advisorpedia.com/fixed-income/the-corporate-bond-market-is-stirring-but-not-worrisome
It’s Time to Have Another Conversation with Your Clients About Risk
https://www.advisorpedia.com/growth/its-time-to-have-another-conversation-with-your-clients-about-risk
Government Spending Drives the Economy (what could go wrong here?)
https://www.advisorpedia.com/markets/government-spending-drives-the-economy
DOL Unveils Controversial Independent Contractor Rule
https://www.financialadvisoriq.com/c/4380884/567224/unveils_controversial_independent_contractor_rule
The Bond Market Rally is Overlooking a Soaring $2 Trillion Debt Problem
https://www.fa-mag.com/news/the-bond-market-rally-is-overlooking-a-soaring–2-trillion-debt-problem-76056.html
—
Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.
If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.
For more information, just go to Revere Asset.com.
What’s the biggest threat to your retirement portfolio? Inflation? Forgetting to follow your own rules? Turns out there may be some truth in remembering to keep your emotions in check! The shop reviews 2023’s end-of-the-year Santa Clause rally (and the three-day selloff that followed) before diving into leveraging 4x ETNs, reviewing strong performers in the semiconductor and healthcare sectors, and recommending a few key investing books for any aspiring traders in 2024.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
0:00 – Opening Bell
2:00 – The Biggest Threat to Your Retirement Porftolio
5:00 – Leveraging 4x ETNS in 2024
10:00 – This Week In the Markets
20:30 – Focusing on Semiconductor Sectors
23:00 – Strong Tickers in Healthcare
27:30 – Holding Breath in 2024
32:00 – Market Reading List in 2024
—
Show Links:
The Biggest Threat to Your Retirement Portfolio: Mild Dementia
https://seekingalpha.com/article/3239846-the-biggest-threat-to-your-retirement-portfolio-mild-dementia
Risky Exchange-Traded Notes in Spotlight with Arrival of ‘XXXX’
https://www.fa-mag.com/news/risky-exchange-traded-notes-in-spotlight-with-arrival-of—xxxx-75755.html
Schwab Joins Critics Urging Withdrawal of DOL Fiduciary Rule
https://www.financialadvisoriq.com/c/4374824/568143/schwab_joins_critics_urging_withdrawal_fiduciary_rule
—
Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.
If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.
For more information, just go to Revere Asset.com.
Are we headed for a recession in 2024? What’s the secret to buying LEAPs? And most importantly – why’s the U.S. Postal Service confiscating our signature Holiday Revere Asset Spice Rub? The shop looks back at 2023 before looking ahead at bonds, bulls, and forecasting the future in this special New Years Eve edition of Your Money.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
0:00 – Opening Bell
01:00 – The Postal Service Spice Rub Situation
05:15 – Is Fidelity a Fiduciary?
09:15 – Jeffrey Gundlach’s Q2 Recession
14:30 – Mailbag: ETF Day Trading Strategies
17:15 – Mailbag: Stop Strategies
22:00 – This Week In the Markets
31:30 – Forecasting the Future
35:30 – Alex Koutoudis’ AMD LEAPs
45:00 – When to Buy LEAPs
52:00 – Looking Ahead in 2024
—
Show Links:
Jeff Gundlach’s 10 Market Predictions for 2024
https://www.thinkadvisor.com/2023/12/08/jeffrey-gundlach-10-market-economic-predictions-for-2024
Everything you need to know about BItcoin ETFs
SEC open to redefining ‘Accredited Investor’
https://www.financialadvisoriq.com/c/4363854/562444/open_redefining_accredited_investor
U.S. Stocks go high when strategists go low
https://www.fa-mag.com/news/u-s–stocks-go-high-when-strategists-go-low-75883.html
The West may now have no option but to attack Iran
https://www.telegraph.co.uk/news/2023/12/28/the-west-may-now-have-no-option-but-to-attack-iran
—
Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.
If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.
For more information, just go to Revere Asset.com.
Texas Clause is back! The magic man himself returns to the studio in honor of the holiday season to talk about Fed chair Jerome Powell’s dovish action on a Santa Clause rally, TLT’s upward trend, and why the net-zero emissions goal might not be as feasible as some might think when it comes to copper.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
0:00 – Opening Bell
06:00 – Jeff Gundlach’s High-Bond Pricing
10:45 – Mailbag: TLT’s Upward Trend
13:30 – This Week In the Markets
17:45 – Five Charts Worth Watching
25:00 – The Bigger the Base, The Higher the Space
30:00 – Copper Infrastructure and Net-Zero Goals
39:00 – Home for the Holidays
—
Show Links:
Inherited IRAs and RMDs: 8 Things for Surviving Spouses to Know
https://www.thinkadvisor.com/2023/12/08/inherited-iras-and-rmds-8-things-for-surviving-spouses-to-know
Prepare Clients for the Return of the Alternative Minimum Tax – (because its Your Money and THEY WANT IT!)
https://www.fa-mag.com/news/get-clients-ready-for-the-return-of-the-alternative-minimum-tax-75736.html
3 Estate Planning Do’s before December 31st, 2023
https://www.fa-mag.com/news/three-estate-planning-to-do-s-before-december-31–2023-75617.html
Financial Planning Board says Advisors need more time to phase in Fiduciary Rule
https://www.fa-mag.com/news/fpa-says-advisors-need-more-time-to-phase-in-fiduciary-rule-75770.html
Expect volatility, rolling recession, but watch for Contago. Schwab’ Sonders says
https://www.fa-mag.com/news/expect-volatility–rolling-recession–but-watch-for-contagion–schwab-s-sonders-says-72404.html
Gundlach foresees highest level of Junk Bond defaults of all time
https://www.fa-mag.com/news/gundlach-foresees-highest-level-of-junk-bond-defaults-of-all-time-72324.html
Gundlach sees layoffs coming, bad environment for banks
https://www.fa-mag.com/news/gundlach-sees-layoffs-coming–bad-environment-for-banks-74900.html
Tiger Management is unloading private assets. Should investors worry?
https://www.fa-mag.com/news/tiger-management-to-unload-a-huge-chunk-of-its-portfolio–experts-say-don-t-panic-yet-73269.html
JPMorgan to unplug its Robo-Advisor, citing weak demand
https://www.thinkadvisor.com/2023/12/14/jpmorgan-to-unplug-its-robo-advisor-citing-weak-demand
—
Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.
If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.
For more information, just go to Revere Asset.com.
Why aren’t millennials buying homes anymore? Is it student loan debt? Luxury weddings? Whatever it is, millennials ARE the reason the fed’s saying people aren’t buying homes – but surely it’s not interest related! The shop digs into the Fed’s hotly anticipated corrections bill along with a mailbag question about gold and bitcoin’s recent rally before diving into AMR, the fall of King Coal, and why Microsoft’s ChatGPT may be changing trading forever.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
0:00 – Opening Bell
03:45 – Jeff Gundlach’s Housing Supply
06:20 – Mailbag: Unpacking the Gold & Bitcoin Rally
10:00 – This Week In the Markets
15:00 – Fool’s Gold & Liquid Bitcoin
23:00 – AMR & The Fall of King Coal
33:00 – Microsoft’s ChatGPT AI Value
39:00 – Reviewing Four Anchored VWAP’s
—
Show Links:
Recessionary Indicators Update: Soft Landing or Worse
https://www.advisorpedia.com/markets/recessionary-indicators-update-soft-landing-or-worse
The Twilight Zone of Economics
https://www.fa-mag.com/news/the-twilight-zone-of-economics-75620.html
The 3 Estate Planning “to-dos” before Year’s End
https://www.fa-mag.com/news/three-estate-planning-to-do-s-before-december-31–2023-75617.html
Debt, Delayed Marriages keeping millennials from home ownership, Fed report says (so it’s YOUR fault not THEIRS for high inflation & R.E. prices)
https://www.fa-mag.com/news/st–louis-fed-report-examines-generation-homeownership-gap-75664.html
Gundlach thinks lower interest rates could spark fall in housing prices – (Say What!?)
https://www.fa-mag.com/news/gundlach-thinks-lower-interest-rates-could-spark-fall-in-housing-prices-75673.html
Hotly anticipated Secure Act 2.0 Lands in House and Senate – (were YOU “hotly anticipating” this bill??)
https://www.thinkadvisor.com/2023/12/07/hotly-anticipated-secure-2-0-act-corrections-bill-lands-in-house-and-senate
Quiz: Do You know the RMS Rules for 2023?
https://www.thinkadvisor.com/2023/12/07/quiz-do-you-know-the-rmd-rules-for-2023
—
Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.
If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.
For more information, just go to Revere Asset.com.
