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.
Is being a fiduciary enough? Is AI ever going away? And what’s this magic ETF Danny’s discovered that won’t ever lose money? This week on Your Money, the shop reviews Netflix’s Thursday selloff (and whether or not you should be getting defensive) before diving into Tesla’s rocky activity, reviewing a Taiwanese semiconductor company’s recent moves at their Arizona factory, and how the Advance Decline Line’s been moving on 2023’s Magnificent Seven.
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
06:15 – AI’s Magnificent Seven
10:30 – Mailbag: Tesla & Netflix’s Thursday Selloff
15:30 – Expecting the Marketmaker Move
18:30 – Talking TSLA
27:30 – This Week in the Markets
34:45 – Analyzing Taiwan’s Semiconductor Sector
42:00 – DOW Jones & the QQQ
46:30 – Sentiment on the Advance Decline Line
—
Show Links:
Wall Street set for new ETF that offers 100% downside protection (with CAPS!!)
https://www.fa-mag.com/news/wall-street-set-for-new-etf-that-offers-100–downside-protection-73940.html
Top Heavy NASDAQ 100 gets tweaked
https://www.fa-mag.com/news/top-heavy-nasdaq-100-gets-tweaked-73934.html
Being a ‘Fiduciary’ is no longer good enough
https://www.fa-mag.com/news/rias-need-to-up-their-customization-game–cerulli-says-73981.html
New Annuity quote site shows the numbers (for commission free Series 65 Fee Only Annuities)
https://www.thinkadvisor.com/2023/07/17/new-annuity-quote-site-shows-the-numbers
PlanEasy Fixed Annuity Screener Rates
https://planeasy.com/fixed-annuity-marketplace
Gundlach tangles with ex-partner over value of Doubleline stakes
https://www.fa-mag.com/news/gundlach-tangles-with-ex-partners-over-value-of-doubleline-stakes-73945.html
Spread of AI in Advice could prompt more rules, SEC Chair says
https://www.financialadvisoriq.com/c/4157484/538373/spread_advice_could_prompt_more_rules_chair_says
–
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 train’s leaving the station – are you on board? Like Danny says, the market doesn’t care what anybody thinks – the only thing that matters is price. The shop digs into the mailbag over the break before diving into how to know when to sell, stage analysis, and how to keep an eye out for oscillating indicators.
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
05:00 – This Week in the News
11:15 – Mailbag: A Basket of Bitcoin Miners
14:30 – Mailbag: RIVN’s Long-Term Prospects
16:50 – Mailbag: How to Find Potential Opportunities
32:15 – Knowing When to Sell: A Guide
43:00 – Explaining Stage Analysis
49:00 – Breath on the Charts
54:00 – Oscillating Indicators
—
Show Links:
IBKR’s Hottest Shorts as of 7/6/2023
3 Rules for Investing in AI
https://www.advisorpedia.com/strategists/3-rules-for-investing-in-ai
The End of an Era for Stocks, Warns the Fed
https://www.advisorpedia.com/markets/the-end-of-an-era-for-stocks-warns-the-fed
How to balance retirement income and taxes
https://www.fa-mag.com/news/how-to-balance-retirement-income-and-taxes-73827.html
Retirement withdrawals for Couples are all about the Tax Brackets
https://www.fa-mag.com/news/for-couples-retirement-withdrawals-are-all-about-tax-brackets-73820.html
‘Annuity King’ (fraudster’s) sidekick sites bipolar disorder in 6.3Mn fraud
https://www.fa-mag.com/news/-annuity-king–sidekick-cites-bipolar-disorder-in–6-3-million-fraud-73838.html
Why 1966 was the Worst Year to Retire (and Why It Matters in 2023)
https://www.thinkadvisor.com/2023/07/07/why-1966-was-the-worst-year-to-retire-and-why-it-matters-in-2023
Raymond James hit with 4.2 Million Dollar fine over high fees (guess they’re NOT a Fiduciary)
https://www.thinkadvisor.com/2023/07/11/raymond-james-hit-with-4-2m-fine-over-high-fees
Money Market Funds brace for biggest regulatory revamp in years
https://www.fa-mag.com/news/money-market-funds-brace-for-biggest-regulatory-revamp-in-years-73856.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.
Does modern portfolio theory work? Danny takes an insightful look back at the life of economist Harry Markowitz (along with his shortcomings) before diving into Mike Webster’s tribute to William O’Neil, the fundamentals behind well-performing auto stocks, and breaking down the oops reversal before taking the following week off for the Fourth of July.
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
04:15 – 8 Reasons NOT To Buy an Annuity
07:30 – The Father of Modern Portfolio Theory
11:15 – Mike Webster on Bill O’Neal
16:30 – This Week in the Markets
20:30 – Seasonality and the May Selloff
23:45 – Auto Stocks Worth Watching
30:30 – Breaking Down the Oops Reversal
36:45 – Mailbag: Palantir Pulls Back to the 21
—
Show Links:
Treasury Yield Curve – Is This Inversion Different?
https://realinvestmentadvice.com/treasury-yield-curves-is-this-inversion-different
Nobel Laureate Harry Markowitz was a Misunderstood Economist
https://www.washingtonpost.com/business/2023/06/26/nobel-laureate-harry-markowitz-was-a-misunderstood-economist/ff169e14-1442-11ee-9de3-ba1fa29e9bec_story.html
Where Harry Markowitz, Father of Modern Portfolio Theory, Is Invested Now
https://www.thinkadvisor.com/2019/04/15/harry-markowitz-talks-mpt-robos-and-where-hes-invested-now
Blockchain Separates from Crypto
https://www.advisorpedia.com/cryptocurrency/blockchain-separates-from-crypto
8 Reasons NOT to buy an Annuity
https://www.thinkadvisor.com/2023/06/29/8-reasons-not-to-buy-an-annuity
–
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.
Can Danny’s ‘Magnificent Seven’ save us? The idea of the seven biggest market movers stepping in to save the town might sound a little far-fetched, but Danny thinks they might be the only ones for the job. The shop digs into India’s growing workforce (and what that means for rival China) before diving into the volatility to contraction pattern, reviewing the high tight flag setup, and why you might want to stick with U.S. equities (for now) over international assets.
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
4:45 – Optimism vs Pessimism – Stocks VS Bonds
11:00 – Tracking India’s Unstoppable Growth
16:30 – This Week in the Markets
22:00 – Mailbag: Leveraged ETF’s & SSO
31:45 – Volatility to Contraction Pattern
37:15 – Reviewing the High Tight Flag Setup
43:30 – Growth Strategies & Predicting the Slowdown
57:00 – U.S. Equities, International Wares
—
Show Links:
Optimism vs Pessimism; or, Stocks vs Bonds
The Inflationary Cycle is far from over
https://www.fa-mag.com/news/the-inflationary-cycle-is-far-from-over–dan-fuss-warns-73566.html
Is the Great Asset Shift for real?
https://www.fa-mag.com/news/is-the-great-asset-shift-for-real-73329.html
Fidelity, Schwab-Backed Crypto Exchange Goes Live
https://www.financialadvisoriq.com/c/4121254/529164/fidelity_schwab_backed_crypto_exchange_goes_live
Private Credit is growing fast, but is it safe?
https://www.fa-mag.com/news/private-credit-is-big–but-is-it-safe-73517.html
Consolidation tone persist in front of Powell
Is the SEC engaging in RIA regulatory overkill?
https://www.fa-mag.com/news/is-the-sec-engaging-in-ria-regulatory-overkill-73638.html
Advisor Group renames itself Osaic
https://www.fa-mag.com/news/advisor-group-renames-itself-osaic-73639.html
Here’s a look at the actors playing Wall Street royalty like Ken Griffin & Stevie Cohen in upcoming GameStop movie ‘Dumb Money’
https://www.businessinsider.com/gamestop-movie-dumb-money-trailer-shows-ken-griffin-keith-gill-2023-6
–
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 forecasting fortune-telling? Are big box advisors reading palms or just guessing the weather? The shop digs into bond market predictions and when exactly regulation is coming to the crypto and AI space before following up on an Apple opportunity, explaining the 60-minute Stochastic Cross, and reviewing the VIX and why the volatility index is so important for growth.
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
07:00 – Regulating the Crypto and AI Markets
09:15 – Mailbag: Straying from Apple
11:45 – Monitoring Upcoming IPO’s
21:30 – This Week In the Markets
28:45 – The 60-Minute Stochastic Cross
31:15 – Explaining the VIX
43:45 – Reviewing the NYSE
47:30 – Following Up on Connors Power Gap Move
51:15 – Overbought and Oversold
—
Show Links:
This year’s market moves are outside consensus expectations
https://finance.yahoo.com/news/this-years-market-moves-are-outside-consensus-expectations–in-a-bullish-way-175145777.html
Jeremy Siegel: Stock Rally ‘No Guarantee’ Bear Market is Over
https://www.thinkadvisor.com/2023/06/12/jeremy-siegel-stock-rally-no-guarantee-bear-market-is-over
Stocks drop 20% if bonds have inflation right in JPMorgan Model
https://www.fa-mag.com/news/stocks-drop-20–if-bonds-have-inflation-right-in-jpmorgan-model-73513.html
When Retail Investors are all zigging, is it time to zag?
https://www.fa-mag.com/news/when-retail-investors-are-all-zigging–is-it-time-to-zag-73548.html
SEC prepping AI Rules for Brokerages
https://www.financialadvisoriq.com/c/4112904/529124/prepping_rules_brokerages
Big GOP Tax Package would boost Standard Deduction
https://www.thinkadvisor.com/2023/06/12/big-gop-tax-package-would-boost-standard-deduction
Are You Taking the Right AI Elevators?
https://www.advisorpedia.com/strategists/are-you-taking-the-right-ai-elevators
House GOP seeks to remove SEC Chair Gensler, Restructure Commission
https://www.thinkadvisor.com/2023/06/14/house-republicans-seek-to-remove-sec-chair-gensler-and-restructure-commission-415-500257
JPMorgan reaches agreement to settle with Epstein Victim
https://www.thinkadvisor.com/2023/06/12/jpmorgan-reaches-agreement-to-settle-with-epstein-victim
BOOK: The Lifecycle Trade: How to Win at Trading IPOs & Super Super Growth Stocks by Eve Boboch, Kathy Donnelly, Eric Krull, Kurt Daill
https://tinyurl.com/3jn8d39t
NASDAQ IPO Calendar
https://www.nasdaq.com/market-activity/ipos
–
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.
Do you ever get deja vu? Do you see the same trends in the markets coming back around, or the same advice coming from the same old advisors? Danny digs into the circular trends many keep forgetting before diving into the best Marketsmith settings for stock watchers, the growth secrets behind the mining industry, and explaining Tuesday’s IWM outperformance alongside the best stocks to watch this week for growing portfolios.
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
03:20 – A One-Sided Market
08:00 – Mailbag: The Ideal Marketsmith Settings
14:45 – This Week In the Market
23:45 – Metals and Mining: A High Beta Industry
31:30 – Explaining Tuesday’s IWM Outperformance
—
Show Links:
It’s a One-Sided Market
https://www.advisorpedia.com/markets/its-a-one-sided-market
Cliff Asness warns stocks a scary place is U.S. enters recession
https://www.fa-mag.com/news/cliff-asness-warns-stocks-a–scary-place–if-u-s–enters-recession-73390.html
Will Tech Stocks and the S&P 500 Continue to Rally in June 2023
https://www.advisorpedia.com/active/will-tech-stocks-and-the-sp-500-continue-to-rally-in-june-2023
Asked ChatGPT-Type Model About Life Insurance, Annuities. Yikes!
https://www.financialadvisoriq.com/c/4095094/530353/asked_chatgpt_type_model_about_life_insurance_annuities_yikes
10 Reasons to Claim Social Security Before 70
https://www.thinkadvisor.com/2023/06/07/10-reasons-to-claim-social-security-before-70
Jeffrey Gundlach: 9 Signs Pointing to Near-Term Gloom
https://www.thinkadvisor.com/2023/06/07/jeffrey-gundlach-9-signs-pointing-to-near-term-gloom
Retirement Do-Overs: Here’s One of the Most Common Regrets for Today’s Retirees
https://www.advisorpedia.com/next-chapter-retirement/retirement-do-over-heres-one-of-the-most-common-regrets-for-todays-retirees
–
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 Conundrum – do you chase the leaders, or do you buy the laggards? It’s a tale of two stocks on Your Money this week when the shop digs into the incredible tenacity AI continues to have in the market and introducing Isha Shimha, Research Analyst extraordinaire before diving into the booming tech sector and three key points to identifying leaders early with relative strength.
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
02:00 – Tips for Buying AI
04:00 – Introducing Isha
11:00 – Mailbag – Chase the Leaders or Buy the Laggards?
26:30 – Girls Who Invest
30:00 – Taming the Tech Sector
38:00 – Identifying Leaders with Relative Strength
47:00 – Gap Stocks Worth Watching
—
Show Links:
The Bulls are in Control … But Resistance Ahead
https://www.advisorpedia.com/markets/the-bulls-are-in-control-but-resistance-ahead
Don’t miss out on the AI Boom but avoid the Frenzy
https://www.advisorpedia.com/markets/dont-miss-out-on-the-ai-boom-but-avoid-the-frenzy
Too Rich for Cathie Wood, Nvidia shares stretch valuation limits
https://www.fa-mag.com/news/too-rich-for-cathie-wood–nvidia-shares-stretch-valuation-limits-73381.html
Ford down 55% from all time highs; is Ford stock a good buy right now?
https://www.advisorpedia.com/active/f-down-55-from-all-time-highs-is-ford-stock-a-good-buy-right-now
House to include Collective Investment Trust (CITs) in 403b Plans
https://www.fa-mag.com/news/house-moves-to-include-collective-investment-trusts-in-403-b–plans-73384.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 are the odds the US enters default? Some folks think it’s possible, but Danny’s not so sure! The shop digs into the continued boom of AI in the markets and the problem with breadth when midcaps lag before diving into healthcare stocks outside the rally and why NVIDIA might be the most important stock of 2023 in this special Memorial Day episode of Your Money.
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
06:45 – Mailbag: Zero Chance of Default & Tech Stock Successes
10:30 – A and I and CANSLIM
15:00 – This Week in the Markets
26:00 – Breadth on the Charts
32:15 – Healthcare Stocks Outside the Rally
38:30 – Michael’s Contender for Stock of the Year
45:30 – Where the DOW’s headed in 2024
—
Show Links:
What it would mean for the global economy if the U.S. defaults on its debt
https://apnews.com/article/debt-limit-congress-world-economy-recession-biden-52df635e9b89f4b1677176fc8d59eff0
There is ‘zero chance’ of the U.S. defaulting on its debt, Wharton professor Jeremy Siegel says
https://finance.yahoo.com/news/zero-chance-us-defaulting-debt-204601833.html
Monetary Support Suggest Bear Market is Possibly Over
https://www.advisorpedia.com/markets/monetary-support-suggests-bear-market-is-possibly-over
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
The rise of ChatGPT could jump start the Roaring 20s for stocks and solidify a new bull market
https://finance.yahoo.com/news/rise-chatgpt-could-jump-start-203000518.html
Swapping Assets Can Be Tax-Friendly Move for Some Trust
https://www.fa-mag.com/news/swapping-assets-can-be-tax-friendly-move-for-some-trusts-73270.html
The True-Life Companies: Helping Millennials Reach Home Ownership
https://www.advisorpedia.com/alternatives/the-true-life-companies-helping-millennials-reach-home-ownership
–
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 incorporating AI a guaranteed way to grow stock prices? The shop digs into Duolingo, Chegg, and a few other companies that have seen huge changes since announcing AI additions to their services before diving into the trouble with a lot of banking institutions and the computer software stocks you’ll want to keep an eye on in the markets this week.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
0:00 – This Week on Your Money
05:30 – AI Runs Rampant in the Markets
10:00 – This Week In the Markets
16:00 – AI, Banks, and the Trust Currency
21:00 – Investing in the Computer Software Industry Sector
—
Show Links:
Paul Tudor Jones says Fed Hikes are done, Stocks will rise this year
https://www.fa-mag.com/news/paul-tudor-jones-says-fed-hikes-are-done–stocks-will-rise-this-year-73205.html
Commercial Real Estate Prices Fall for First Time Since 2011
https://www.bloomberg.com/news/articles/2023-05-17/us-commercial-real-estate-prices-fall-for-first-time-since-2011
The First Republic Takeover: What Happened
https://blogs.cfainstitute.org/marketintegrity/2023/05/02/the-first-republic-takeover-what-happened
ChatGPT; Copilot Today, Autopilot Tomorrow?
https://blogs.cfainstitute.org/investor/2023/04/27/chatgpt-copilot-today-autopilot-tomorrow/?s_cid=eml_Enterprising
DOL Files Notice of Appeal in 401k Rollover Ruling
https://www.napa-net.org/news-info/daily-news/dol-files-notice-appeal-401k-rollover-ruling
DOL abandons appeal in Florida 401k Rollover ruling
https://401kspecialistmag.com/dol-abandons-appeal-in-florida-401k-rollover-ruling
DOL drops Rollover Appeal
https://www.thinkadvisor.com/2023/05/15/dol-drops-rollover-appeal
AI just killed its first big stock
https://www.advisorpedia.com/strategists/ai-just-killed-its-first-big-stock
–
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.
