Do real rates have to be above the inflation rate? What’s the difference? And how do those rates affect larger assets, like Gold, Oil, Bonds, and the Dollar? In a special debate episode of Your Money, Danny and Michael dig into how the Fed’s recent raising of short-term rates may have been sending the wrong signals to the economy – and how other high-value assets engaging the bond market might be affected.
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
4:00 – Recession and the Wartime Deficits
08:30 – The Fed’s ‘Goldilocks’ Scenario
13:00 – Starting from Interest Rates
21:00 – The Dollar, Gold, Oil, and Treasury Bonds
24:00 – A Market for Treasuries Hurts Everybody
36:00 – Examples of Asset Inflation on the Charts
43:00 – This Week In the Markets
46:00 – Mailbag: RUM Drops & Trading Contests
49:00 – When Is It Time to Re-Engage With the Markets?
—
Show Links:
Will inflation and Yields will repeat “That 70s Show”
https://www.advisorpedia.com/markets/will-inflation-and-yields-will-repeat-that-70s-show
China’s Growth is slowing: What does it mean?
https://www.advisorpedia.com/markets/chinas-growth-is-slowing-what-does-it-mean
Compound Market Returns are a Myth
https://www.advisorpedia.com/markets/compound-market-returns-are-a-myth
The Seven Deadly Sins of Year-End Financial Planning
https://www.thinkadvisor.com/2023/09/26/the-seven-deadly-sins-of-year-end-financial-planning
The ABC’s (and D’s) of Medicare Coverage
https://www.fa-mag.com/news/medicare–the-choices-that-affect-retirement-income-planning-74768.html
John Corzine to shut hedge fund and return capital to investors
https://www.fa-mag.com/news/corzine-plans-to-shut-hedge-fund-and-return-capital-to-investors-74781.html
Resilience redux in the US Treasury market: Darrell Duffie Graduate School of Business, Stanford University∗
https://www.kansascityfed.org/Jackson%20Hole/documents/9726/JH_Paper_Duffie.pdf
Bond Market Selloff will continue if the U.S. Dollar and Oil remain high
Schwab Call Center woes plague RIAs after TD Ameritrade Move
https://www.thinkadvisor.com/2023/09/25/schwab-call-center-woes-plague-rias-after-td-ameritrade-move
—
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.
Does the casual investor really want an easily-manageable portfolio? Do people want a set-it-and-forget-it approach, or do they want to be informed, making wiser decisions with larger rewards? The shop breaks in the new studio to talk about stretch IRA’s, buying oil in 2023, and why Celsius is a watch (and not a buy) before diving into just how relevant the Gamestop short squeeze in the new film ‘Dumb Money’ actually is and how to find leading sectors worth investing in before the rest of the world finds it first.
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
02:00 – The New Retirement Bill (To Protect You from You)
14:00 – Powell Goes Hawkish
22:00 – Mailbag: Investing In Oil
29:00 – This Week in the Markets
35:00 – Leading Stocks Lead Both Directions
39:00 – Celsius: a WATCH, not a BUY
42:15 – Dumb Money – Reviewing The Gamestop Short Squeeze
52:00 – Finding Leading Sectors Before Everybody Else
56:00 – Breadth of the Week
—
Show Links:
New retirement bill calls for Brokerage Window warning (protecting you from YOU?!)
https://www.thinkadvisor.com/2023/09/18/new-retirement-bill-calls-for-brokerage-window-warning
Gundlach’s 5 Top Market, Economic Predictions for 2024 and beyond
https://www.thinkadvisor.com/2023/09/15/gundlachs-5-top-economic-predictions-for-2023-and-beyond
The Big Incoming Estate Tax Exemption Cut is Just One Legacy Planning Trend to Follow
https://www.thinkadvisor.com/2023/09/15/the-big-incoming-estate-tax-exemption-cut-is-just-one-legacy-planning-trend-to-follow
8 Factors to Consider Before Claiming Social Security
https://www.thinkadvisor.com/2023/09/19/8-factors-that-influence-when-clients-should-claim-social-security
IRA Beneficiary Payout Rules: The Madness Continues
https://www.irahelp.com/slottreport/ira-beneficiary-payout-rules-%E2%80%93-madness-continues
SEC expands its rule on Fund Names
https://www.thinkadvisor.com/2023/09/20/sec-expands-its-rule-on-fund-names
When will cash be outpaced by higher quality bonds
https://www.fa-mag.com/news/when-will-cash-be-outpaced-by-higher-quality-bonds-74729.html
Muni Bonds struggle to lure investors away from cash
https://www.fa-mag.com/news/-all-about-the-5—-muni-bonds-struggle-to-lure-investors-away-from-cash-74747.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.
Is NVIDIA slowing down? When’s the best time to buy into Celsius? And where’s Revere moving to? The shop does one more show from the old studio before the big move to a new studio next week to talk about weak knees in dividend stocks, review Michael’s bullish Uranium thesis, and why keeping a trading journal might be worth more to your portfolio than you might think.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
0:00 – Opening Bell
04:45 – Mailbag: NVIDIA’s Slowing Progress & Celsius Entries
14:30 – This Week In the Markets
17:15 – Explaining Weakness in Dividend Stocks
24:15 – The Bullish Uranium Thesis
26:00 – Putting the M in CANSLIM
32:30 – Building Your Trading Journal
41:00 – Tracking Emotions in Trades
—
Show Links:
Economic Data Point Diverge
https://www.advisorpedia.com/markets/economic-data-points-diverge
TBills vs Treasury Bonds: Which Should You Pick When the Yield Curve Inverts?
https://www.thinkadvisor.com/2023/09/08/t-bills-vs-treasury-bonds-which-should-you-pick-when-the-yield-curve-inverts
Beware Hidden Math in Robo-Advisor Subscription Fees, SEC Warns
https://www.financialadvisoriq.com/c/4232814/545813/beware_hidden_math_robo_advisor_subscription_fees_warns
What Clients should do as clock runs out on estate planning
https://www.fa-mag.com/news/what-clients-should-do-as-clock-runs-out-on-estate-planning-74583.html
Social Security COLA 2024 Estimates rises to 3.2%
https://www.thinkadvisor.com/2023/09/13/social-security-cola-2024-estimate-rises-to-3-2
How to avoid a Cashier’s Check Scam at Schwab
—
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 is the closest thing to a perfect stock indicator? Market analysts everywhere have been dreaming of the perfect stock market crystal ball for decades, and this week Danny might just have the answer. The shop digs into using Adjusted EPS (or as Danny calls it, Marketing EPS), Apple’s expected move after China announced a ban on the iPhone, and how banks are aiming to finance the resolute consumer with a little interest-rate magic.
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
07:00 – Mailbag: Financing the Resilient Consumer
15:00 – This Week In the Markets
23:00 – Reviewing The Revere Volatility Adjusted Beta
30:00 – Debunking Adjusted EPS
42:00– China Bans the iPhone (and What That Means for Apple)
53:00 – This Week in the Breadth Charts
—
Show Links:
Risk Free Government Debt: Fact or Fiction
https://www.advisorpedia.com/markets/risk-free-government-debt-fact-or-fiction
Fed set to double its economic growth forecast after strong U.S. data
https://www.fa-mag.com/news/fed-set-to-double-its-economic-growth-forecast-after-strong-u-s–data-74542.html
Wall Street Week Ahead: Investors lower outlook for consumers as student loans, credit card debts pile up
https://www.reuters.com/markets/us/wall-st-week-ahead-investors-lower-outlook-consumers-student-loans-credit-card-2023-09-01
Federal Reserve: Agencies propose guidance to enhance resolution planning at large banks
https://www.federalreserve.gov/newsevents/pressreleases/bcreg20230829b.htm
12 Facts about the Rating Agencies who Grade Annuities & Insurance Products
https://www.thinkadvisor.com/2023/08/31/12-fast-facts-about-annuity-issuers-graders
As Medicare Premiums whipsaw, focus on the Big Picture
https://www.thinkadvisor.com/2023/08/29/as-medicare-premiums-whipsaw-focus-on-the-big-picture
6 New IRA Guidelines Advisors should know
https://www.thinkadvisor.com/2023/07/24/6-new-irs-guidelines-advisors-should-know
Morgan Stanley set for Full Rollout of AI Chatbot for Advisors
https://www.thinkadvisor.com/2023/09/07/morgan-stanley-set-for-full-rollout-of-ai-chatbot-for-advisors
The Closest Thing to a “Perfect” Stock Market Indicator
https://www.advisorpedia.com/strategists/the-closest-thing-to-a-perfect-stock-market-indicator
—
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 you a Jim Cramer fan? Love him or hate him, he DID get a lot of folks started in investing, for better or worse. The shop digs into Cramer’s 5-month fund shuttering and the Fed’s new Bitcoin before diving into the mailbag for high APR in the solar sector, slowed consumer spending, and why free cash flow isn’t always the go-to metric for tracking growth – even if it is one of the best.
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
04:30 – Mailbag: ARRY’s 8% APR
13:00 – The Revere Volatility Adjustment Beta
16:30 – Mailbag: Slower Consumer Spending
20:00 – Mailbag: Holding Cash
32:00 – Repairing the Train Tracks
38:00 – 11 Charts For Growing Portfolios
45:00 – Five Leader Stocks to Watch
54:00 – Free Cash Flow – The Perfect Measurement?
—
Show Links:
Do You own these chip stocks (NOT NVDA or ASML)
https://www.advisorpedia.com/strategists/do-you-own-these-chip-stocks-not-nvda-or-asml
Court paves way for first Bitcoin ETF in Greyscale ruling
https://www.thinkadvisor.com/2023/08/29/court-paves-way-for-first-bitcoin-etf-in-grayscale-ruling
IRS Extends Deadline for Catch-Up Contributions in New Secure 2.0 Guidance
https://www.thinkadvisor.com/2023/08/25/irs-extends-deadline-for-catch-up-contributions-in-new-secure-2-0-guidance
Deficit Surge will lead to lower rates, not higher
https://www.advisorpedia.com/markets/deficit-surge-will-lead-to-lower-rates-not-higher
10 Annuity Tax Facts Advisors Should Know
https://www.thinkadvisor.com/2023/08/22/10-annuity-tax-facts-advisors-should-know
New Bill to extend REIT Tax perks to DBCs
https://www.financialadvisoriq.com/c/4213883/540504/bill_extend_reit_perks_bdcs
Massachusetts Cout’s Robinhood Ruling puts State’s ‘Fiduciary’ Tag of Broker-Dealers (don’t know how you do that!?)
https://www.financialadvisoriq.com/c/4214303/540504/mass_court_robinhood_ruling_puts_state_fiduciary_broker_dealers
Long Jim Cramer ETF Shutter after luring in just 1.3Mn
https://www.fa-mag.com/news/long-jim-cramer-etf-shutters-after-luring-in-just–1-3-million-74372.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.
The un-retirement of America – it’s a frightening thing, if you’re not positioned for it. The shop digs into a recent Wells Fargo embarrassment, FINRA’s new run at Bounty Hunting, and why ROE is such an important metric for growth tracking (at least in Warren Buffet’s opinion) before diving into how the market’s moved since Jerome Powell’s Jackson Hole speech this morning and the eleven secondary indicators to watch for maximum growth.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, & Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
0:00 – Opening Bell
2:45 – FINRA: The Bounty Hunter
4:15 – Mailbag: T-Flow and T-Bills
8:30 – Seven Years in Revere
16:45 – Mailbag: Moving Money between Roth Accounts
22:30 – ROE: What Every Investor Should Know
33:00 – This Week in the Markets
43:00 – Tracking Billions in Bank Failures Since 2008
47:50 – 11 Secondary Indicators Underneath the Markets
—
Show Links:
Big Banks have massive exposure: A Review of the PACW & BANC Merger
https://seekingalpha.com/article/4625013-big-banks-have-massive-exposure-a-review-of-the-pacwest-and-banc-of-california-merger
Schwab raising debt after news of job, real estate cuts to cuts
https://www.fa-mag.com/news/schwab-to-cut-staff–real-estate-to-save–500-million-a-year-74375.html
Schwab moves to raise debt after news of job, office cuts
https://www.thinkadvisor.com/2023/08/22/schwab-moves-to-raise-debt-after-news-of-job-office-cuts
Models used to sell fixed indexed annuities are often misleading Morningstar says
https://www.fa-mag.com/news/models-used-to-sell-fixed-indexed-annuities-are-often-misleading–morningstar-says-74363.html
SEC to approve several ETFs that track Crypto Futures
https://www.financialadvisoriq.com/pc/4207054/544533?all=true
Schwab’s Sonders answers 7 Market Questions for Investors (but nothing valuable-maybe she should help Schwab internally 🙂)
https://www.thinkadvisor.com/2023/08/21/schwabs-sonders-answers-7-market-questions-for-investors
Half of Older Americans considering ‘Unretirement’
https://www.thinkadvisor.com/2023/08/23/half-of-older-americans-considering-unretirement-survey
FINRA the ‘Bounty Hunter?’ FA’s Lawsuit Challenges Regulatory Authority
https://www.financialadvisoriq.com/c/4209514/544673/finra_bounty_hunter_lawsuit_challenges_regulator_authority
Wells Fargo to Pay $35Mn Over Excessive Fees
https://www.thinkadvisor.com/2023/08/25/wells-fargo-hit-with-35m-sec-penalty-over-excess-fees
—
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 the deficits simply a myth? Dan wonders if the Fed’s raising interest rates high enough to keep pensions in check, but it’s hard to say. The shop dives into the mailbag to talk about what market cycles mean for investors and this week’s 5% pullback before digging into an interesting opportunity in the energy sector, how to spot a leader, and the top ten breadth charts for this week in the markets.
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
08:00 – Mailbag: Same Investor, Different Firms
11:30 – What Market Cycles Mean for Investors
14:30 – This Week In the Markets
22:00 – Anticipating the 5% Pullback
31:00 – CEIX: Coal in the Energy Sector
43:00 – Leaders & Indicators
48:30 – The Top Ten Breadth Charts
—
Show Links:
What Market Cycles mean for clients
https://www.fa-mag.com/news/what-cyclical-markets-mean-for-clients-74265.html
Plan not for 2026 Tax Law Sunset, Adivsors warn
https://www.fa-mag.com/news/plan-now-for-2026-tax-law-sunset–advisors-warn-74247.html
The Myth of the Deficit Myth
https://www.advisorpedia.com/viewpoints/the-myth-of-the-deficit-myth
15 Technologies that will change the World
https://www.advisorpedia.com/fintech/15-technologies-that-will-change-the-world
Schwab Blames TD Ameritrade integration for Attrition of Assets
https://www.financialadvisoriq.com/c/4199214/540414/schwab_blames_ameritrade_integration_attrition_assets
U.S. Wealth drop
https://www.financialadvisoriq.com/c/4201234/540424/wealth_drops_first_time_since_financial_crisis
90% of Americans Plan to Claim Social Security Before 70
https://www.thinkadvisor.com/2023/08/08/90-of-americans-plan-to-claim-social-security-before-70-survey
Only 16% of Californians cannot afford to buy a home
https://www.fa-mag.com/news/only-16–of-californians-can-afford-to-buy-a-home-74255.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.
I think I can, I think I can, I think I can… but what if the markets can’t? This week on Your Money, Danny covers the single hardest lesson for any new CANSLIM investor to learn and the equity curve of growth stock investing before diving into the Revere Asset mailbag, the seven types of investments to avoid, and whether or not you should be buying into the datacenter sector heading into the weekend.
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
2:45 – Seven Types of Investments to Avoid
11:30 – Mailbag: Correspondence from South Africa
16:45 – The Hardest Lesson for New CANSLIM Investors
29:00 – Revealing the Equity Curve
43:00 – Buying the Datacenter Bubble
52:15 – Tracking Investor Sentiment
57:15 – Weightloss Buys & Fundamentals
01:04:00 – This Week in the Markets
—
Show Links:
7 Types of Investments Clients Should Avoid: Advisor’s Advice
https://www.thinkadvisor.com/2023/08/07/7-types-of-investments-clients-should-avoid-advisors-advice
RIP, Recession. Is it time to worry about inflation agian?
https://www.fa-mag.com/news/rip–recession–is-it-time-to-worry-about-inflation-again-74199.html
Social Security COLA 2024 Estimate Holds Steady a 3%
https://www.thinkadvisor.com/2023/08/10/social-security-cola-2024-estimate-holds-steady-at-3
Roth IRA: The intriguing mathematics for high wealth taxpayers
https://www.fa-mag.com/news/roth-iras–the-intriguing-mathematics-for-high-wealth-taxpayers-74192.html
Conventional Financial Planning is Far Worse than Anyone Thinks
https://www.advisorpedia.com/strategists/conventional-financial-planning-is-far-worse-than-anyone-thinks
—
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 markets, charts, interest rates, the dollar? There’s a lot going on at the shop when Danny’s out of town. This week on the show, Don digs into the markets, reviews the numbers behind the Revere Volatility Factor, and Ted reports on his ten hand-picked breadth charts for the week before diving into the expected seasonal trends coming with August and the trouble with virtue signaling when it comes to public trading.
In this video for educational purposes only, 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
1:30 – This Week in the Markets
7:45 – The Trend Gauge & The Tail of the Tape
9:30 – Mailbag: 53% Invested
12:30 – Calculating the Revere Volatility Factor
17:45 – Ten Charts for Breadth Data
22:00 – Seasonality: Sell in May, Go Away
27:45 – Virtue Signaling in the Markets
39:30 – On Apple and Amazon
—
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.
A Mea Culpa for Morgan Stanley? Like Danny says, it’s okay to BE wrong, but it’s not okay to STAY wrong. The shop digs into Morgan Stanley’s recent admission of guilt, greenwashing, ESG, and ten low-risk entry stocks to keep an eye on for growing gains.
In this video for educational purposes only, Danny 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 – Reviewing ESG
13:00 – Mailbag: Revisiting Transmedics
18:00 – Fundamental Copper Miners
27:00 – Ten Stock Names Worth Watching
35:30 – In-House Charts for Following Fundamentals
42:15 – This Week in the Markets
45:45 – Yen and the Carry Trade
—
Show Links:
Morgan Stanley’s Wilson (Chief Strategist) offers mea cupla (stayed bearish too long: It’s OK to be wrong, It’s NOT OK to stay wrong!)
https://www.fa-mag.com/news/-we-were-wrong—morgan-stanley-s-wilson-offers-stocks-mea-culpa-74012.html
What to expect in the 2nd Half of 2023 – Stephanie Link
https://www.thinkadvisor.com/2023/07/21/what-to-expect-in-the-second-half-of-2023
New Bill would levy social security taxes on wealthy pass-thoughs
https://www.fa-mag.com/news/new-bill-would-levy-social-security-taxes-on-wealthy–pass-throughs-74008.html
ESG is dying its inevitable death
https://www.advisorpedia.com/strategists/esg-is-dying-its-inevitable-death
Why we should be advocating against the supposed ‘ESG Backlash’
https://www.advisorpedia.com/esg/why-we-should-be-advocating-against-the-supposed-esg-backlash
Is the new AI cool for wealth management
https://www.fa-mag.com/news/is-the-new-ai-cool-for-wealth-management-73835.html
6 New IRA guidelines advisors should know
https://www.thinkadvisor.com/2023/07/24/6-new-irs-guidelines-advisors-should-know
–
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.
