⛏️ **Discover the Rare Earth Rush** Join mining experts Nick Hodge and Rick Rule as they explore the potential for a new American mining boom. 👉 Learn more: https://rareearthrush.com/ Is the world heading toward a massive copper shortage—and could mining stocks be one of the biggest investment opportunities of the next decade?** According to mining expert Nick Hodge, the opportunity may be bigger than most investors realize. In this week's *Stansberry Investor Hour*, Dan Ferris welcomes Nick Hodge, publisher of Underground Alpha, to discuss the coming copper supply crunch, the future of gold, America's mining industry, and two speculative mining stocks investors should be watching. While Wall Street focuses on interest rates, inflation, and technology stocks, Nick argues that a much bigger story is unfolding in commodities. **The world needs more copper. But bringing new supplies online is becoming increasingly difficult.** Nick explains: • Why copper could be an even better investment than gold • How AI data centers and electrical infrastructure are driving demand • Why major copper mines are aging and new discoveries are declining • Why developing a new mine can take 20 to 30 years • How supply shortages could fuel the next commodity supercycle **But the conversation goes far beyond copper.** Dan and Nick explore why gold remains an essential investment, how central banks are changing their approach to hard assets, and why government debt and currency devaluation could create major opportunities in precious metals. They also discuss the challenges facing American mining, from lost technical expertise to government intervention, and why selecting the right management teams is critical when investing in smaller mining companies. The discussion covers: • Why Nick remains bullish on gold despite recent volatility • How copper tariffs and supply disruptions affect prices • Why declining gold discoveries could trigger mining acquisitions • How government investment is reshaping critical minerals • Why some junior mining companies are dangerous investments • Why gold could become increasingly important to the global monetary system • What investors should look for before buying speculative mining stocks **And Nick reveals TWO mining stocks worth watching.** **1. Gladiator Metals** A copper exploration company operating near Whitehorse in Canada's Yukon Territory. Nick discusses its promising exploration results, institutional backing, and ambitious drilling program as potential drivers of future growth. **2. Aldebaran Resources** A copper exploration company advancing a massive undeveloped deposit in Argentina. Nick explains why its resource potential, experienced management, and current valuation make it an interesting speculative opportunity. Both companies carry significant exploration and investment risks. **The biggest takeaway?** The next major investment opportunity might not come from the companies building tomorrow's technology. It could come from the companies supplying the raw materials that make that technology possible. As Nick explains, you can't simply print more copper or instantly build a new mine. And with demand growing while major discoveries become harder to find, the supply imbalance could create opportunities for years to come. **CAN'T WATCH THE FULL EPISODE? START HERE:** 0:00 – The Coming Mining Boom: Meet Nick Hodge 1:09 – Is Gold Still Headed Higher? 3:31 – Why Gold Discoveries Are Declining 6:22 – Why Copper Could Outperform Gold 9:58 – The Copper Mining Buyout Opportunity 11:27 – Why New Copper Mines Take Decades 13:03 – America's Mining Expertise Problem 18:40 – Is Government Investment Helping Mining? 23:41 – How to Avoid Bad Mining Stocks 27:43 – Why Copper's Supply Deficit Matters 28:29 – Why Gold Is Becoming Essential Again 34:20 – Could Governments Revalue Gold? 39:44 – Why Tether Is Buying Gold 45:29 – Mining Stock #1: Gladiator Metals 48:50 – Mining Stock #2: Aldebaran Resources 50:35 – Nick's Final Advice for Investors 52:57 – Dan's Takeaways: Why Copper and Gold Matter #Copper #CopperStocks #CopperShortage #MiningStocks #Gold #GoldInvesting #NickHodge #DanFerris #StansberryInvestorHour #StansberryResearch #Commodities #Investing #StockMarket #RareEarths #JuniorMining

⚡ Discover Whitney Tilson’s “Greatest Retirement Stock in America” Whitney Tilson has identified a little-known company at the intersection of AI, energy, and America’s data center boom—and he believes it could be one of America’s greatest retirement stocks. ? Discover the name and ticker: https://EnergyBoom2026.com/ ? Get an Instant Edge Over Wall Street Stay ahead with timely market insights and analysis. ? Learn more: https://stansberrydigest.com/ What if some of the biggest investment opportunities today have nothing to do with AI stocks? What if they’re hiding in the physical resources the world simply can’t function without? Copper. Oil. Diesel. Gold. Housing. In this special episode of Stansberry Investor Hour, the tables are turned. Instead of interviewing a guest, Dan Ferris becomes the guest, as MarketBeat’s Bridget Bennett sits down with him for a wide-ranging conversation about physical scarcity, commodities, energy, interest rates, and where investors should be looking today. And Dan’s message is clear: The world isn’t investing enough in the physical resources it needs. He starts with the growing diesel crisis. Diesel prices have reached record levels, and Dan argues that banning U.S. diesel exports could actually make the problem worse—not better—potentially pushing fuel costs even higher. But energy is only the beginning. Dan believes copper could be one of the most important investments of the next five years. The world needs roughly $250 billion in investment just to maintain copper production, according to figures Dan discusses, while current commitments fall about $100 billion short. Meanwhile, demand continues to grow from housing, the electrical grid, and massive AI data centers. Dan says copper is approaching $7 per pound—and discusses forecasts that could potentially send it much higher. His conclusion? “You have to own copper.” Dan reveals the large copper companies he believes ordinary investors should consider and explains why he thinks speculative exploration stocks are too dangerous for most people. But Dan sees another opportunity that reminds him of the refinery stocks before their massive run: Offshore service vessels. He explains why Tidewater could benefit from a shortage of vessels, rising day rates, and a fleet valued at a fraction of replacement cost. Dan also explains: • Why the global diesel shortage could get worse • Why refiners could remain strong even after huge gains • The energy stock setup that reminds him of refiners 10 months ago • Why chronic underinvestment could keep oil prices elevated • Why copper could eventually reach $10, $12, or even $14 per pound • The copper stocks he prefers for long-term investors • Why most investors should avoid tiny mining exploration stocks • What government spending could mean for rare earths and critical minerals • Why the U.S. housing shortage could persist • Why he believes investors should own BOTH gold and the U.S. dollar • What rising Treasury yields could mean for stocks • And why Dan says he’d actually welcome a 50% stock market crash That last point might sound crazy. But Dan argues that lower stock prices could ultimately create something investors haven’t seen in years: Truly attractive valuations. From copper and oil to gold, the dollar, housing, and interest rates, Dan believes investors need to understand two enormous forces shaping financial markets today: Financialization and physical scarcity. Learn to recognize both—and Dan believes you’ll have a major advantage over the average investor. CAN’T WATCH THE FULL EPISODE? START HERE: 1:22 – The Tables Turn: Dan Ferris Becomes the Guest 1:58 – The Diesel Crisis Hitting America 5:31 – How High Fuel Prices Could Hit the Economy 5:51 – The Growing Copper Shortage 9:25 – Where Investors Can Profit From Scarcity 9:52 – Why Refinery Stocks Have Exploded 13:17 – Would Dan Buy Refiners Today? 16:15 – Dan’s Next Big Energy Opportunity 18:02 – Why Dan Likes Tidewater 19:06 – How Long Could High Energy Prices Last? 22:56 – The Real Problem Facing Global Oil Supply 24:01 – Why Copper Is Becoming Critically Important 26:17 – The $100 Billion Copper Investment Gap 27:15 – Could Copper Double From Here? 28:46 – Dan’s Favorite Copper Stocks 30:28 – The Danger of Small Mining Stocks 32:11 – Could Copper Reach $10–$14? 33:01 – Should Investors Buy Rare Earth Stocks? 38:42 – Dan’s Take on Rare Earth Investments 40:03 – America’s Housing Shortage 42:03 – Gold, the Dollar, and Protecting Your Wealth 45:09 – Why Dan Says You Need Gold AND Dollars 48:44 – What Rising Bond Yields Mean for Investors 50:27 – Why Dan Would Welcome a 50% Stock Market Crash 52:15 – Dan’s Biggest Takeaway for Investors

⚠️ Discover the Small Defense Stocks Positioned for the Coming Spending Boom Rob Spivey and Joel Litman have identified a group of smaller defense companies they believe could benefit as more money flows into drones, missiles, space, submarines, and other next-generation military technology. ? Watch free: https://DefenseGoldRush.com/ ? Get an Instant Edge Over Wall Street Stay ahead with timely market insights and analysis. ? Learn more: https://stansberrydigest.com/ Everyone knows defense spending is rising. But what if the biggest opportunities AREN’T the giant defense contractors everyone already knows? What if they’re much smaller companies most investors have never heard of? In this week’s Stansberry Investor Hour, Dan Ferris sits down with longtime defense investor Rob Spivey to discuss where the next wave of defense spending could actually flow. Rob says the proposed U.S. defense budget could rise from roughly $1 trillion to $1.5 trillion—and argues that much of the investable increase could flow toward areas like drones, missiles, space, submarines, R&D, and other next-generation technologies. And Rob isn’t focused on Lockheed Martin, Boeing, or the other defense giants. He and his team have been digging into companies below $2 billion in market value... And they’ve narrowed their research down to roughly half a dozen names they find particularly compelling Rob explains: • Why smaller defense companies could benefit from rising spending • Where the next wave of defense money could flow • Why drones, missiles, space, and submarine technology matter • How tiny suppliers can become critical to massive defense programs • Why M&A is so common in aerospace and defense • How his team tries to avoid dangerous microcap stocks • And why October could be an important month for the defense industry One of the most interesting parts of the opportunity? Many of these smaller companies don’t build the headline-grabbing weapons themselves. Instead, they make highly specialized components that larger defense systems depend on. And once a component is designed into a major defense program, Rob says it can remain there for decades. That can also make these companies attractive acquisition targets. Rob explains that larger contractors frequently acquire smaller companies to gain access to specialized technology, intellectual property, or important contracts. But defense isn’t the only major topic Dan and Rob tackle. They also debate the U.S. government’s $40 trillion debt load, rising Treasury yields, corporate borrowing, inflation expectations, and the massive amounts of capital flowing into AI infrastructure. And Rob has a controversial view: The hyperscalers taking on debt to fund their AI buildouts may actually be doing exactly what they SHOULD be doing—if the returns on those investments remain significantly higher than their borrowing costs. From defense stocks and microcaps to government debt and AI... This episode is about where enormous amounts of money are flowing—and where investors may want to pay attention. CAN’T WATCH THE FULL EPISODE? START HERE: 1:58 – Why Defense Spending Has Rob’s Attention 2:32 – The $1.5 Trillion Defense Opportunity 4:25 – Why October Could Be Critical for Defense 7:51 – Where the New Defense Money Could Go 9:59 – Why Small Defense Companies Could Benefit 12:17 – The Six Small Defense Stocks Rob Is Watching 15:31 – Why Defense Companies Keep Getting Acquired 17:19 – How Defense Contracts Can Last for Decades 19:51 – Why Rob Focuses on Microcap Stocks 21:46 – A “Venture Capital” Approach to Public Markets 22:08 – How Rob Avoids Dangerous Microcaps 26:49 – The Power of Small-Cap Defense Investing 29:07 – Why Rob Is So Bullish on Defense 32:38 – Inside the Defense Gold Rush Presentation 35:47 – Can the U.S. Handle $40 Trillion in Debt? 38:12 – Why Government Spending Can Boost the Economy 42:35 – What’s Really Driving Treasury Yields Higher? 47:51 – Why Big Tech Is Taking On More Debt 48:22 – Why Rob Still Likes the AI Infrastructure Buildout 53:55 – Rob’s Biggest Takeaway for Investors

?️ Discover the Small Defense Stocks That Could Double or Triple Joel Litman has identified a group of smaller defense companies positioned to benefit as military spending shifts toward autonomous systems, drones, advanced weapons, and other emerging technologies. ? Watch free: https://DefenseGoldRush.com/ ? Watch the 2026 Stansberry Conference Live From Home The Stansberry Conference is sold out—but you can still watch Porter Stansberry, Dan Ives, Dan Ferris, Henry Winkler, and more online. ? Learn more: https://2026VegasLivestream.com/ ? Gain an instant edge over Wall Street: https://stansberrydigest.com/ Are investors wrong about the AI bubble? Joel Litman believes the data tells a very different story. In this week’s Stansberry Investor Hour, Dan Ferris sits down with Joel to discuss why he believes publicly traded AI companies are not experiencing a bubble—and why today’s market may resemble 1996 or 1997 more than 1999 or 2000. According to Joel, investors focusing on traditional accounting numbers may be getting a distorted view of corporate profitability. That’s because generally accepted accounting principles can make investments in research, development, and innovation appear as immediate expenses—even when those investments may generate returns for years. Using Uniform Accounting, Joel sees a much more encouraging picture. He argues that corporate earnings are growing quickly, returns on capital remain strong, and the market’s valuation is more reasonable than the traditional Shiller P/E ratio suggests. His conclusion? This may still be the early stage of a bull market. Joel explains: • Why he doesn’t believe publicly traded AI stocks are in a bubble • Why circular financing in the AI industry isn’t automatically a warning sign • Which major technology company concerns him most • How traditional accounting can distort earnings and valuations • Why the Shiller P/E ratio may make the market appear more expensive than it is • Why U.S. companies generate stronger returns than many global competitors • How long-term investors should consider entering the market • Why Warren Buffett’s enormous capital base limits his investment opportunities • And why smaller defense companies could offer significantly greater upside Dan and Joel also examine the rapidly changing defense industry. Defense spending is increasing—but Joel says investors cannot simply buy any defense company and expect to profit. What matters is where the money is being allocated. Military budgets are increasingly targeting artificial intelligence, autonomous systems, drones, counter-drone technology, advanced missiles, lasers, and naval capabilities. Joel recently attended the Fed Supernova conference, where he met with emerging defense companies and saw firsthand how the industry is addressing supply-chain problems and reducing its dependence on China. He was especially impressed by the pace of innovation. Some companies are developing weapons at a fraction of the cost charged by traditional defense contractors. Others are building systems designed to counter massive drone attacks using lasers and other low-cost technologies. But Joel believes the most compelling opportunity may be among smaller publicly traded defense companies. A $1 billion contract may barely move the needle for a massive defense contractor. But for a company valued at $1 billion or $2 billion? A $200 million or $500 million contract could transform the business—and potentially the stock. CAN’T WATCH THE FULL EPISODE? START HERE: 1:33 – Joel Litman Joins the Show 4:28 – How Military Budgets Actually Reach Defense Companies 6:12 – Inside the Fed Supernova Defense Conference 7:27 – Reducing America’s Dependence on Chinese Supply Chains 8:51 – Is the U.S. Munitions Shortage Being Exaggerated? 11:34 – Why Financial Media Narratives Can Mislead Investors 12:45 – Why Joel Says This Is Not an AI Bubble 14:18 – Should Investors Worry About Circular AI Financing? 16:54 – Why Joel Is Concerned About Oracle 17:52 – What Is Uniform Accounting? 21:18 – The Market Signal Joel Calls a “Screaming Buy” 22:51 – Why U.S. Companies Outperform Global Competitors 26:09 – The Problem With the Shiller P/E Ratio 30:22 – Joel’s Five-Month Investing Strategy 33:41 – Why the S&P 500 Is Not the U.S. Economy 34:53 – The Risk of Capital-Intensive AI Investments 36:03 – Has Berkshire Hathaway Become Too Big? 40:06 – Where Joel Sees the Biggest Defense Opportunities 42:46 – Why Northrop Grumman Is Positioned for the New Defense Budget 43:33 – Drones, Autonomous Systems, Lasers, and the Future of Warfare 45:03 – Why Small Defense Companies Could Offer Greater Upside 47:19 – Why Global Defense Spending Could Keep Rising 49:17 – Joel Litman’s Final Take: “We Are Not in a Bubble”

📈 Welcome to Masters in Trading LIVE with Jonathan Rose We're live every market day at 11:00 AM ET sharing professional-grade trade setups, with a focus on unusual options activity (UOA), volatility dislocations, and actionable trade ideas - Unusual Options, Investorplace, Investorplace Analyst, Masters in Trading LIVE 🚨 JOIN THE FREE UOA CHALLENGE → https://investorplace.com/challenge2026 Learn to spot insider trades before the news hits — 100% transparent, 0% fluff. 🎯 Featured in recent shows: • UOA Scanner Breakdowns • Options Order Flow Analysis • Sector Spotlights (Uranium, Quantum, Drones) • Tactical Trading Psychology • Real-Time Market Reactions 📢 SUBSCRIBE & Hit the bell 🔔 so you don’t miss our daily edge. 📌 JOIN THE CONVERSATION: Comment below your favorite tickers or ask questions — we feature real trades live on air! #UnusualOptionsActivity #OptionsTrading #MastersInTrading #JonathanRose #UOA #StockMarketLive #TradingEducation #InsiderTrades

📈 Welcome to Masters in Trading LIVE with Jonathan Rose We're live every market day at 11:00 AM ET sharing professional-grade trade setups, with a focus on unusual options activity (UOA), volatility dislocations, and actionable trade ideas - Unusual Options, Investorplace, Investorplace Analyst, Masters in Trading LIVE 🚨 JOIN THE FREE UOA CHALLENGE → https://investorplace.com/challenge2026 Learn to spot insider trades before the news hits — 100% transparent, 0% fluff. 🎯 Featured in recent shows: • UOA Scanner Breakdowns • Options Order Flow Analysis • Sector Spotlights (Uranium, Quantum, Drones) • Tactical Trading Psychology • Real-Time Market Reactions 📢 SUBSCRIBE & Hit the bell 🔔 so you don’t miss our daily edge. 📌 JOIN THE CONVERSATION: Comment below your favorite tickers or ask questions — we feature real trades live on air! #UnusualOptionsActivity #OptionsTrading #MastersInTrading #JonathanRose #UOA #StockMarketLive #TradingEducation #InsiderTrades

📈 Welcome to Masters in Trading LIVE with Jonathan Rose We're live every market day at 11:00 AM ET sharing professional-grade trade setups, with a focus on unusual options activity (UOA), volatility dislocations, and actionable trade ideas - Unusual Options, Investorplace, Investorplace Analyst, Masters in Trading LIVE --- --- --- Former CBOE market maker Jonathan Rose scanned 37 healthcare filings for 2026 open-market Form 4 buys and found 7 insider clusters to watch: Pfizer (PFE), Boston Scientific (BSX), Abbott (ABT), Elevance Health (ELV), and Zoetis (ZTS). Insiders sell for many reasons, but they buy for one reason — they expect higher prices. In this episode we break down what matters: why open-market clusters beat grants and option exercises, plus why giants like JNJ, MRK, ABBV, AMGN, GILD, VRTX and REGN show zero buys. 🚨 JOIN THE FREE UOA CHALLENGE → https://investorplace.com/challenge2026 Learn to spot insider trades before the news hits — 100% transparent, 0% fluff. 📢 SUBSCRIBE & Hit the bell 🔔 so you don’t miss our daily edge. 📌 JOIN THE CONVERSATION: Comment below your favorite tickers or ask questions — we feature real trades live on air! #UnusualOptionsActivity #OptionsTrading #MastersInTrading #JonathanRose #UOA #StockMarketLive #TradingEducation #InsiderTrades

📈 Welcome to Masters in Trading LIVE with Jonathan Rose We're live every market day at 11:00 AM ET sharing professional-grade trade setups, with a focus on unusual options activity (UOA), volatility dislocations, and actionable trade ideas - Unusual Options, Investorplace, Investorplace Analyst, Masters in Trading LIVE --- --- --- Former CBOE market maker Jonathan Rose breaks down AI's circular financing loop — where the same dollar gets counted multiple times. CoreWeave is the belly of the beast: bonds breaking with yields touching 15% vs 9.6% coupon, stock down 42% since August 17th testing $61 lows. Oracle is the other play at the center of this financing loop. It has bigger AI data center loans with debt insurance jumping from $144M to $261M -- plus 2032 yields projected at 7.24%. Jonathan breaks down why these stocks are about to get left behind and the names to watch from here. Plus: why Jonathan's very long Eli Lilly for 2026-2027, how September CPI at 3.7% doubled October hike odds, Nasdaq vs IWM divergence at 269-270 support, what it means for TLT, and the FMC earnings put trade that ran 750% in 10 days. 🚨 JOIN THE FREE UOA CHALLENGE → https://investorplace.com/challenge2026 Learn to spot insider trades before the news hits — 100% transparent, 0% fluff. 📢 SUBSCRIBE & Hit the bell 🔔 so you don’t miss our daily edge. 📌 JOIN THE CONVERSATION: Comment below your favorite tickers or ask questions — we feature real trades live on air! #UnusualOptionsActivity #OptionsTrading #MastersInTrading #JonathanRose #UOA #OracleStock #Coreweave #AIStocks #AIBubble

The AI trade continues to face selling pressure, but is the recent downturn a warning sign of deeper trouble or another major buying opportunity? In this episode of Being Exponential, Luke Lango breaks down the ongoing AI stock selloff, the growing negativity across Wall Street, and what investors should be watching as volatility continues to shake the market. We take a closer look at Anthropic's slowing revenue growth and what it could mean for the broader AI industry. With OpenAI and Anthropic generating enormous revenue but facing increasingly high expectations, are investors beginning to question the sustainability of the AI boom? Luke also highlights his favorite sectors to invest in right now, including opportunities across AI networking, NeoClouds, and emerging technologies benefiting from the next wave of infrastructure spending. We explore where capital could flow next, which industries may be positioned for long-term growth, and how investors can identify opportunities while sentiment remains overwhelmingly negative. Most importantly, Luke explains why separating short-term market fear from long-term fundamentals could be the key to navigating this correction. Is the AI bull market running out of steam, or is Wall Street overlooking the next major wave of investment opportunities? 📍Timestamps📍 00:00 - Market Update 4:18 - Anthropic Revenue Slowdown 7:30 - Favorite Sectors 9:26 - Navigating Negative Sentiment Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #hashtags #BeingExponential #LukeLango #AIStocks #StockMarket #Anthropic #OpenAI #AISelloff #AIInfrastructure #NeoClouds #AINetworking #Semiconductors #BuyTheDip #TechStocks #GrowthStocks #MarketOutlook #Investing

The AI trade is taking a beating, but could this latest selloff be creating some of the best buying opportunities of the year? In this episode of Being Exponential, Luke Lango breaks down the recent weakness across AI and technology stocks and reveals five of his favorite stocks to buy during the downturn. With inflation concerns, rising interest rates, and questions surrounding AI spending weighing on the market, investors are growing increasingly cautious. But while stock prices are falling, demand for AI infrastructure, computing power, and next-generation semiconductors continues to create major long-term opportunities. Luke takes a closer look at five companies he believes are positioned to benefit from the next phase of the AI revolution: Nebius (NBIS): Expanding AI cloud infrastructure and GPU computing capacity. Micron Technology (MU): Capitalizing on surging demand for high-bandwidth memory powering AI accelerators. Marvell Technology (MRVL): Developing custom AI silicon and advanced data-center networking solutions. Astera Labs (ALAB): Enabling faster, more efficient connectivity across next-generation AI systems. Lumentum (LITE): Supplying the optical technology needed to connect increasingly powerful AI data centers. From AI memory and custom chips to optical networking and cloud infrastructure, Luke explains why these five companies stand out, what makes their growth potential compelling, and why the recent pullback could offer investors an attractive entry point. Is this AI selloff a warning sign—or the opportunity investors have been waiting for? 📍Timestamps📍 00:20 - NBIS 2:32 - MU 5:52 - MRVL 7:28 - ALAB 9:40 - LITE 13:04 - Dip Buying Philosphy Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #BeingExponential #LukeLango #AIStocks #NBIS #MU #MRVL #ALAB #LITE #Nebius #Micron #Marvell #AsteraLabs #Lumentum #BuyTheDip #AIInfrastructure #Semiconductors #StockMarket #GrowthStocks #Investing #hashtags

The stock market is under pressure, but beneath the recent volatility, the fundamentals of the AI boom may be stronger than ever. In this episode of Being Exponential, Luke Lango breaks down the latest market downturn, from concerning Anthropic headlines and inflation reports to rising interest rate expectations and growing uncertainty across the broader market. But while investors are focused on the negatives, some of the biggest signals coming out of the AI industry are telling a different story. OpenAI and Anthropic continue to report explosive growth in annualized recurring revenue (ARR), demonstrating just how quickly demand for artificial intelligence is expanding. Meanwhile, TSMC's impressive earnings report provides another encouraging sign that the semiconductor industry and AI infrastructure buildout remain on solid footing. Luke explains why these developments reinforce his long-term bullish outlook, even as short-term market sentiment deteriorates. We explore what's driving the selloff, why AI fundamentals and stock prices appear increasingly disconnected, and what indicators Luke is watching to identify the next major buying opportunity. Is the market overlooking the strength of the AI boom—and could this latest correction be setting up one of the best opportunities to buy AI and growth stocks before the next rally? 📍Timestamps📍 00:00 - Market Update 3:14 - Market Gut Punches 5:31 - Bull Thesis Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #BeingExponential #LukeLango #AIStocks #OpenAI #Anthropic #TSMC #TSM #Semiconductors #AIInfrastructure #BuyTheDip #StockMarket #Inflation #TechStocks #GrowthStocks #Investing

In this episode of **Being Exponential**, Luke Lango kicks things off with a quick macroeconomic update, breaking down the recent weakness across the broader stock market and what could be driving the latest selloff. Luke then answers viewer questions about the biggest opportunities and risks emerging across the AI trade. We take a closer look at the **annualized recurring revenue (ARR) numbers of leading frontier AI companies**, including OpenAI and Anthropic, and what their rapid growth could mean for the sustainability of the AI infrastructure boom. We also dive into **SiTime (SITM)** and its potential role in next-generation semiconductor infrastructure, before examining **SoftBank's growing debt obligations and its massive stake in Arm Holdings (ARM)**. Could SoftBank's financial commitments create additional pressure on ARM stock, or does the long-term AI opportunity outweigh those risks? **Is the recent market weakness a buying opportunity, or are rising financial pressures beginning to challenge the AI bull case?** 📍Timestamps📍 00:00 - Market Update 3:30 - Broader Market Question 6:11 - ARR Question 7:59 - SITM Question 10:07 - Softbank and ARM question Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #hashtags #BeingExponential #LukeLango #StockMarket #AIStocks #OpenAI #Anthropic #SITM #ARM #SoftBank #Semiconductors #AIInfrastructure #TechStocks #GrowthStocks #Investing

Buy, sell, or hold? Louis Navellier is back to rate YOUR stocks — and this time, some popular names are raising red flags. From Micron (MU) and Western Digital (WDC) to GE Vernova (GEV), Vertiv (VRT), Modine (MOD), and Adobe (ADBE), Louie breaks down which stocks he'd buy on a dip, which ones he's watching, and which aren't strong enough for his portfolios. With earnings season underway, AI stocks facing volatility, and demand for data center power and cooling continuing to grow, Louie looks beyond the headlines to the fundamentals that matter: sales growth, earnings forecasts, analyst revisions, and earnings surprises. MEET LOUIE IN FORT LAUDERDALE Louis Navellier will be speaking at the Wall Street South Summit on October 28 at Superyacht Village during the Fort Lauderdale International Boat Show. Register here: https://wallstreetsouthsummit.com/ CHAPTERS: 00:00 Buy, Sell or Hold? Stocks Raising Red Flags 00:29 Tesla Earnings and the Optimus Robot 01:57 Western Digital: Strong Earnings Ahead? 03:33 Micron (MU): Buy on Every Dip? 04:26 Is the AI Boom in Trouble? 05:52 Vertiv: AI Data Center Cooling 06:20 Modine: Two Major Red Flags 07:06 GE Vernova and the AI Power Shortage 08:11 When to Buy AI Infrastructure Stocks 08:44 nVent and TTM Technologies 10:06 Adobe: Why Louie Isn't Buying 11:01 JPMorgan and the Bond Market 12:19 Bank of America and American Express 13:22 ECO: Louie's Favorite Tanker Stock 14:12 Wall Street South Summit and Market Outlook Free Stock Grader Link: https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 Stock Grader AI: https://secure.investorplace.com/?cid=MKT878360&eid=MKT880142&assetId=AST401206&page=3 Louis Navellier’s Free Newsletter - Market360: https://investorplace.com/market360/ 🔔 Subscribe to Navellier MarketBuzz for daily market analysis and stock picks: https://www.youtube.com/@NavellierMarketBuzz?sub_confirmation=1 📲 Follow us on social media: X (Twitter): https://x.com/NavMarketBuzz Instagram: https://www.instagram.com/navelliermarketbuzz Substack: https://substack.com/@louisnavellier

Wall Street is worried about a tech wreck. Jeff Hirsch says the market is flashing a BUY signal. With 60 years of stock market history behind him, the Stock Trader's Almanac expert joins Crystal and Louie Navellier to explain why October could be one of the best buying opportunities of the year. And his biggest prediction? NASDAQ 74,000 by 2036. In this episode: • The seasonal BUY signal that just triggered • Why small-cap stocks could be ready to surge • The historical market pattern pointing to a potential year-end rally • Why Jeff believes the AI boom is just getting started • His 3 stock picks: NVT, NDSN, and IMAX • What the presidential election cycle could mean for 2027 Is the next major rally setting up right now? Watch the full conversation and tell us: Are you buying the dip? Jeff Hirsch / Stock Trader's Almanac:https://www.stocktradersalmanac.com/ CHAPTERS: 00:00 Is NOW the Best Time to Buy Stocks? 00:47 Why Jeff Hirsch Says BUY in October 01:18 Is a Year-End Stock Market Rally Coming? 02:34 Small Caps: The Next Big Opportunity? 03:38 The January Effect & 2027 Market Outlook 04:53 Inflation, Bond Yields & the AI Superboom 07:20 Why Are Treasury Yields Falling? 10:11 The Midterm Election Market Sweet Spot 11:09 How Much Longer Can the AI Boom Last? 13:30 Jeff Hirsch's 3 Stock Picks 15:02 The Best Sectors to Buy This Fall 15:24 The MACD Buy Signal Explained Free Stock Grader Link: https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 Stock Grader AI: https://secure.investorplace.com/?cid=MKT878360&eid=MKT880142&assetId=AST401206&page=3 🔔 Subscribe to Navellier MarketBuzz for daily market analysis and stock picks: https://www.youtube.com/@NavellierMarketBuzz?sub_confirmation=1 📲 Follow us on social media: X (Twitter): https://x.com/NavMarketBuzz Instagram: https://www.instagram.com/navelliermarketbuzz Substack: https://substack.com/@louisnavellier ---------------------------------------------------------------------------------------------------- Get Your Copy of My Book Here: 👉 Sacred Truths of Investing https://a.co/d/0WXtqZr 💡 📊 Access Louis Navellier's FREE Market Tools & Commentary! Links Below! 🔹 Navellier's Stock Grader – Find Out How Your Stocks Rank Free! https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 📈 Louis Navellier’s Market360 https://investorplace.com/market360/ 📩 Get Market Updates Straight to Your Inbox! https://navellier.com/market-mail/ 🔍 Navellier Graders – Deep Stock Analysis https://www.navelliergrader.com/nsd/ #StockMarket #StocksToBuy #Investing #StockMarketPrediction #JeffHirsch

AI stocks are facing another round of profit-taking, but the latest semiconductor earnings tell a very different story. Louie Navellier breaks down the latest AI and market developments: • ASML: Sales +47%, earnings +127% • Taiwan Semiconductor (TSM): Revenue +51%, earnings +69% • Semtech (SMTC): Raised quarterly revenue guidance to $417.5 million • Nvidia (NVDA): Showing signs of stabilizing after the recent tech sell-off Plus, Louie discusses rising electricity demand, the outlook for energy stocks, geopolitical risks, and why he expects AI stocks to rebound as earnings season continues. Are you buying the AI dip or waiting for more of a pullback? Let us know below. Subscribe to Navellier Market Buzz for stock market updates, earnings analysis, and investing insights from Louie Navellier. #AIStocks #Nvidia #StockMarket #ASML #TSM #Investing *Opinions are for informational purposes only and are not personalized investment advice.*

Memory stocks just took a hit, but Louis Navellier says this could be the buying opportunity investors have been waiting for. With Big Tech borrowing billions to fund AI data centers, is Wall Street overreacting to the selloff? In this week's Navellier Market Buzz, Crystal and Louis Navellier break down 4 AI memory and storage stocks Louie believes could benefit from the ongoing AI boom. He explains why he thinks the memory shortage could last through 2028, what's really driving the recent volatility, and which stocks he'd buy on the dip. But that's not all. Louie also reveals 3 oil tanker stocks benefiting from surging global shipping costs and what he describes as windfall profits. CHAPTERS: 0:00 Wall Street Is Panicking Over Memory Stocks 0:17 Why Big Tech Is Borrowing Billions for AI 1:33 Why Memory Stocks Are So Volatile Right Now 2:42 Stock #1: Back Up the Truck 4:22 Stock #2: Still Growing or Overhyped? 5:15 CPI & PPI Preview: What Louie's Watching 5:56 Europe's Contagion Risk 7:13 Why Foreign Money Is Pouring Into America 8:08 Will the Fed Hike Before the Midterms? 9:04 Stock #3: Louie's Longest-Held Pick 9:33 Stock #4: Head-to-Head Matchup 10:05 Earnings Season Is About to Steamroll the Market 11:17 Bonus: 3 Stocks Making Windfall Profits 12:49 Final Thoughts Investorplace YT: https://www.youtube.com/watch?si=o9kw9UueyZFbFMzG&v=3u4oj0n2iBE&feature=youtu.be Free Stock Grader Link: https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 Stock Grader AI: https://secure.investorplace.com/?cid=MKT878360&eid=MKT880142&assetId=AST401206&page=3 🔔 Subscribe to Navellier MarketBuzz for daily market analysis and stock picks: https://www.youtube.com/@NavellierMarketBuzz?sub_confirmation=1 📲 Follow us on social media: X (Twitter): https://x.com/NavMarketBuzz Instagram: https://www.instagram.com/navelliermarketbuzz Substack: https://substack.com/@louisnavellier ---------------------------------------------------------------------------------------------------- Get Your Copy of My Book Here: 👉 Sacred Truths of Investing https://a.co/d/0WXtqZr 💡 📊 Access Louis Navellier's FREE Market Tools & Commentary! Links Below! 🔹 Navellier's Stock Grader – Find Out How Your Stocks Rank Free! https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 📈 Louis Navellier’s Market360 https://investorplace.com/market360/ 📩 Get Market Updates Straight to Your Inbox! https://navellier.com/market-mail/ 🔍 Navellier Graders – Deep Stock Analysis https://www.navelliergrader.com/nsd/

In this episode of Market Swings – 19th Hole, Josh sits down with Josh Hansen of Hansen Surfboards for a laid-back, post-round conversation that goes way beyond golf. After a not-so-perfect (but highly competitive) scramble—with $100 and a couple martinis on the line—the guys dive into what it’s really like running a legendary family surf business, balancing work and life, and chasing passions outside the office. From surfing in Southern California to bow hunting elk in Montana, Hansen shares how he manages a multi-generational business while staying grounded in family, tradition, and adventure. Plus, we get stories you won’t hear anywhere else—including a world champion skydiver dad who once dropped into a Lynyrd Skynyrd concert. In this episode: Running a family business and keeping it strong across generations The reality of working with family (and keeping relationships intact) Surf culture, entrepreneurship, and legacy brands Elk hunting in Montana and life outside the office Rapid-fire golf questions (Tiger vs. Jack, caddy vs. solo, and more) Who’s actually taking home the $100… and the martinis Whether you’re into golf, business, surfing, or just great conversations, this episode is all about lifestyle, competition, and what happens after the final putt drops. Subscribe for more episodes of Market Swings and 19th Hole interviews featuring entrepreneurs, athletes, and industry leaders. 00:00 Welcome to the 19th Hole 00:21 Post-Round Recap + $100 & Martini Bet 00:49 “Best of the Worst” Golf Banter 01:05 Life Outside Work: Surfing, Golf & Hunting 01:28 Elk Hunting in Montana (Bow Hunting Stories) 02:04 Running a Family Business Together 02:15 Hansen Surfboards Legacy + Family Dynamics 02:50 Wild Story: Skydiving Into a Lynyrd Skynyrd Concert 03:53 Rapid Fire Golf Questions (Caddy, Walking, Weather) 04:39 Tiger vs. Jack + Dream Foursome & Outro #golf #golflife #golfpodcast #19thhole #marketswings #joshsurfboards #hansensurfboards #surfing #surflife #entrepreneurship #familybusiness #smallbusiness #businessowner #golfinterview #sportsbusiness #golfculture #golfvlog #golfchannel #bowhunting #elkhunting #outdoorlife #montana #rapidfirequestions #tigervsjack #golfbets #martinibets #postround #podcastclips #youtubegolf #lifestylepodcast

What happens when you mix golf, business strategy, and real-world market insights? In this episode of Market Swings, host Josh Baylin tees it up with Josh Hanson of Hanson Surfboards at the Omni La Costa North Course in Carlsbad, California for a two-man scramble with $100 and martinis on the line. Between swings, they dive into the real challenges facing retail businesses today—from supplier shocks and bankruptcies in major surf brands to tariffs, pricing volatility, and the growing pressure from online giants like Amazon. They discuss AI tools that help them ride the wave of retail change. Hanson shares an inside look at how a family-owned surf shop competes in a changing retail landscape, why experience still matters in brick-and-mortar retail, and how Hanson Surfboards has stayed relevant for decades. They also break down: • The brand licensing model and how private equity ownership impacts surf brands • How tariffs and supply chain disruptions are affecting retailers • The importance of customer experience vs. Amazon convenience • How AI tools are already changing business operations and analytics • The challenges and rewards of running a multi-generation family business • The story behind the iconic Hanson Surfboards in Encinitas Plus, plenty of bad golf, clutch birdies, and friendly trash talk along the way. If you’re interested in investing, entrepreneurship, retail strategy, or golf-course business conversations, this episode is for you. Subscribe for more episodes of Market Swings, where golf meets investing and real-world business insight. 00:00 Welcome to Market Swings at Omni La Costa 00:28 Retail pressure, bankruptcies, and tariffs hit surf brands 02:29 Supplier shocks and uncertainty in the surf retail business 05:13 Birdie on the 1st and the licensing model explained 08:27 Bad drives, scramble golf, and chasing par 12:12 Retail merchandising decisions and letting the numbers lead 14:31 The origin story of Hansen Surfboards 19:33 Why shopping at Hansen beats buying on Amazon 21:11 Good for Grades and giving back to the community 25:32 How AI is helping operations and business reporting #MarketSwings, #GolfAndBusiness, #GolfScramble, #BusinessPodcast, #RetailIndustry, #SurfIndustry, #Surfboards, #SmallBusiness, #FamilyBusiness, #Entrepreneurship, #RetailStrategy, #Tariffs, #SupplyChain, #PrivateEquity, #AIInBusiness, #GolfLife, #OmniLaCosta, #CarlsbadCalifornia, #InvestingInsights, #BusinessTalk

Welcome to The 19th Hole on Market Swings — our post-round sit-down where the stories get real (and the wagers get risky). In this episode, Josh chats with Alissa Kacar (aka @newladygolfer) after a hot, windy scramble in Southern California conditions — Santa Ana winds, tough lies, and a short game that showed up. Alissa breaks down why she’s built such a loyal following by documenting every shot of her golf journey with total authenticity — including the moments you might want to delete. She shares the hilarious Rams Hill bunker story where she “baseball swung” a shot, the sand slid out from under her, and somehow… it was still a good one. From there, the convo goes everywhere golf fans love: the best courses she’s ever played (her “religious golf experiences” at Pebble Beach, Riviera, and Royal County Down), why Torrey Pines is an underrated local blessing, and her take on social golf rules — mulligans, breakfast balls, improving lies (within reason), and why you shouldn’t be punished for landing in the fairway divot. Plus, rapid fire hits: favorite club (pitching wedge), pre-round snacks, post-round fish tacos, walking vs riding, and her dream foursome (with a meaningful personal pick) — and a pro spot that goes to Justin Rose (with honorable mentions for Jon Rahm and Tiger Woods). And yes… we leave room for the wager. (You’ll want to see this one.) Watch now for golf storytelling, course talk, creator life, and the kind of honest, funny clubhouse conversation that makes the 19th Hole the best part of the round. Featuring: Alissa Kacar (@newladygolfer) Series: Market Swings — 19th Hole Topics: golf interview, golf content creator, Pebble Beach, Riviera Country Club, Torrey Pines, Royal County Down, Santa Ana winds, Rams Hill, mulligans, breakfast ball, golf wagers, short game tips, golf authenticity, rapid fire questions 00:00 Intro + the scramble recap (tough course, Santa Ana winds) 00:48 Documenting every shot: staying authentic on camera 01:21 The Rams Hill bunker moment: “baseball swing” + the sand collapse 02:07 Surprise DMs: the Kaskade Vegas story 03:12 Best courses she’s ever played (Pebble, Riviera, Royal County Down + Cypress name drop) 04:21 What she misses about teaching (the kids + staying connected) 04:52 Rapid fire: favorite club + pre/post-round food 05:10 Golf rules talk: fairway divots + social golf (mulligans, breakfast balls) 06:02 Walking vs riding + what makes each one better 06:37 Dream foursome + pro pick (Justin Rose, Jon Rahm, Tiger) ? NEW EPISODES WEEKLY — SUBSCRIBE #golf, #golfinterview, #golfpodcast, #golfyoutube, #golfcontentcreator, #golfvlog, #golfmedia, #golfculture, #golfcommunity, #golfjourney, #alissakacar, #newladygolfer, #market_swings, #19thhole, #golfconversation, #golfstories, #pebblebeach, #rivieracountryclub, #royalcountydown, #torreypines, #rams_hill, #sandiego_golf, #golfcourses, #bucketlistgolf, #golftravel, #shortgame, #golfpractice, #mulligan, #breakfastball, #golfhumor

She went from high school teacher to the face of a PGA Tour event. @NewLadyGolfer's 7-year reinvention, told on the course. We went inside tournament ropes to see how Alissa Kacar (@newladygolfer) — a former high school teacher — became one of the most recognizable digital voices in professional golf. Classroom to clubhouse.Side hustle to full-time career.DM to driving range with legends. Welcome to the business of building a name in modern golf. CAN’T WATCH THE FULL 56 MIN? START HERE: 2:51 – The DM That Changed Everything 16:58 – Hitting the Ceremonial Tee Shot with Lee Trevino 31:04 – Leaving Teaching for Golf 41:43 – Losing the Driver for 9 Months 44:17 – “Influencer” vs. Professional 53:38 – The Algorithm, Virality & Authenticity In this episode of MARKET SWINGS, host Josh Baylin plays nine holes with Alissa Kacar (@newladygolfer) — the official social media host of the Farmers Insurance Open. Seven years ago, Alissa was teaching high school in New Jersey with no roadmap in media. Today, she’s inside the ropes at PGA Tour events, hosting digital coverage, working with global brands, and helping shape how the game is seen online. From hitting a ceremonial tee shot alongside Lee Trevino to holing out in a Pro-Am with a major champion, this episode breaks down what it actually takes to build credibility in a space where everyone is chasing views. This isn’t about going viral. It’s about: • Consistency over clout • Professionalism inside the creator economy • Managing impostor syndrome in elite rooms • Monetizing without losing authenticity • Knowing when to leave security for opportunity From early morning range sessions to late-night content edits, this is a ground-level look at how media careers are actually built in 2025. No overnight breakout.No algorithm fairy dust.Just reps, relationships, and reputation. And yes — she once whiffed a driver in front of a crowd. ? TOPICS COVERED: • The DM that opened the first door • What it really means to be the “face” of a PGA Tour event • The economics of the golf creator space • Influencer vs. professional — is there a difference? • Why golf is uniquely powerful for women • Building long-term brand equity vs. chasing virality • Leaving a stable career to bet on yourself • How authenticity compounds ? ABOUT THE GUEST: Alissa Kacar (@newladygolfer)Official Social Media Host, Farmers Insurance Open• Former high school teacher turned full-time golf media professional• Covers PGA Tour & Champions Tour events• Works with national brands and tournament partners• Advocate for growing the women’s game ?️ ABOUT MARKET SWINGS: Premium conversations on America’s finest golf courses — where the rhythm of the game creates space for real talk about money, media, ambition, and inflection points. Hosted by Josh Baylin, Wall Street veteran and MarketWise analyst. Market Swings isn’t about predictions.It’s about the moments that divide before and after. ⏱️ CHAPTERS: 0:00 – From Classroom to Clubhouse 2:51 – The DM That Changed Everything 8:30 – Breaking Tournament Records & Trophy Moments 16:58 – Ceremonial Tee Shot with Lee Trevino 19:15 – Holing Out in a Pro-Am 31:04 – Leaving Teaching for Golf 41:43 – Losing the Driver (And Getting It Back) 44:17 – Influencer vs. Professional 53:38 – The Algorithm & Authenticity 56:23 – Advice to Her Younger Self ? CONNECT: Instagram: @marketswingsLinkedIn: Market Swings with Josh Baylin #marketswings #golf #creator #sportsmedia #careerpivot #pgatour #womeningolf #influencer #golfmedia ? NEW EPISODES BIWEEKLY — SUBSCRIBE

#LarryBenedict #StockMarketCrash #NasdaqCrash #FedRateHike ABOUT LARRY BENEDICT Larry Benedict, a 40-year market veteran and former billionaire hedge fund manager who delivered a 20-year winning streak to his clients now helps everyday traders profit with a risk-focused approach to options, volatility, and macro trading. ABOUT ERIC SHAMILOV Eric Shamilov, a veteran trader with over a decade of experience, began his career trading commodities for Henry Kaufman's family office and later became the head trader of a quant-focused macro desk. He studied at NYU's Stern School of Business and is a member of the Economic Club of New York. ABOUT CLINT BREWER Clint Brewer is a 20-year investment veteran who managed over $2 billion in assets incorporating quantitative, fundamental, and technical disciplines and provided research for Fidelity, Capital Group, and Citadel. Clint also holds a bachelor's and a master's degree in finance. DISCLOSURE Investing always involves risk. Never invest more than you are willing to lose. Past results do not guarantee future results. Trading With Larry Live is presented by Opportunistic Trader, a publishing company. The indicators, strategies, reports, articles, and all other features of our products - including these videos - are provided for informational and educational purposes only. We operate in accordance with the SEC's "publisher's exclusion" from certain securities laws. To qualify for this exclusion from securities licensing, we must be a "bona fide" publisher that offers non-individualized investment advice to the general public on a regular basis. Under no circumstances should you construe anything that appears in videos, newsletters, reports, or on our website as personalized investment advice. For more information visit our website at https://www.opportunistictrader.com/trading-with-larry-benedict/

Larry Benedict and Eric Shamilov weigh a data center backlash that could hit AI stocks on Trading With Larry Live. On October 22, 2026, Larry Benedict points to a two-year data center moratorium in his county as a sign the AI buildout faces local pushback, while Eric Shamilov calls the idea that data centers are shut down nationwide hyperbole. They also cover China's stock market down about 21% on the year, an S&P 500 that went quiet after a weak open, and bonds rallying. KEY QUESTIONS Why is Larry Benedict worried about a data center backlash? On October 22, 2026, Larry said his county just put a moratorium on data centers for a minimum of two years, with election season driving local opposition. Eric called the claim that data centers are being shut down nationwide hyperbole. Why does China's stock market matter to U.S. investors? Larry says China, the second-largest economy, has fallen 11 weeks straight and is down about 21% on the year, a full bear market. The hosts say that is not bullish for the U.S. market, though not the only thing driving it. Why did the S&P 500 stop falling after a weak open? Larry says futures held a narrow range all morning after a weak open, and he argues the market is being sedated rather than reflecting good news. Eric points to a 35-point straddle and choppy technicals as a recipe for a confused market. MARKET SNAPSHOT As of October 22, 2026, per the hosts on air: Brent crude above $110 per barrel; WTI crude near $100 per barrel; Nikkei 225 near 63,000 index points; Dow Jones Industrial Average near 50,000 index points. CHAPTERS 0:00 Sedated Market Opens Trading With Larry Live 0:40 Zero DTE Rigging, Fake Headlines and Retail Down 26% 2:12 China's 21% Bear Market and the KOSPI 4:03 Momentum Debate: AMD Since June 7:29 Oil Near $100 and Fake Saudi Arabia Headlines 10:22 World Markets Down, French Carry Trade and Bonds 13:12 Why China Matters to the U.S. Market 17:16 30-Year Treasury Yield, Bond Short and Election Risk 19:56 S&P 500 Narrow Range and Chop Central 21:53 Iron Condors, Gamma Event and Straddle Risk 27:34 S&P 500 Weak Open: Why the Selling Stopped 31:35 Data Center Moratorium and the AI Backlash WATCH NEXT Why Wall Street Turned on AI Spending: https://www.youtube.com/watch?v=LSGBTXsLBpg The Biggest Risk to the AI Trade: https://www.youtube.com/watch?v=KnxwKMiG8QY AI Stocks & Tech Trades: https://www.youtube.com/playlist?list=PLThT0CUcxBrM #LarryBenedict #DataCenterMoratorium #ChinaStockMarket #IronCondor ABOUT LARRY BENEDICT Larry Benedict, a 40-year market veteran and former billionaire hedge fund manager who delivered a 20-year winning streak to his clients now helps everyday traders profit with a risk-focused approach to options, volatility, and macro trading. ABOUT ERIC SHAMILOV Eric Shamilov, a veteran trader with over a decade of experience, began his career trading commodities for Henry Kaufman's family office and later became the head trader of a quant-focused macro desk. He studied at NYU's Stern School of Business and is a member of the Economic Club of New York. ABOUT CLINT BREWER Clint Brewer is a 20-year investment veteran who managed over $2 billion in assets incorporating quantitative, fundamental, and technical disciplines and provided research for Fidelity, Capital Group, and Citadel. Clint also holds a bachelor's and a master's degree in finance. DISCLOSURE Investing always involves risk. Never invest more than you are willing to lose. Past results do not guarantee future results. Trading With Larry Live is presented by Opportunistic Trader, a publishing company. The indicators, strategies, reports, articles, and all other features of our products - including these videos - are provided for informational and educational purposes only. We operate in accordance with the SEC's "publisher's exclusion" from certain securities laws. To qualify for this exclusion from securities licensing, we must be a "bona fide" publisher that offers non-individualized investment advice to the general public on a regular basis. Under no circumstances should you construe anything that appears in videos, newsletters, reports, or on our website as personalized investment advice. For more information visit our website at https://www.opportunistictrader.com/trading-with-larry-benedict/

Larry Benedict and Eric Shamilov split on whether an Iran flare-up before the election could spark an oil shock, on Trading With Larry Live. On October 21, 2026, Larry Benedict stays bullish on crude oil near $100 per barrel while Eric Shamilov points to crude calendar spreads that look ready to roll over and a refining crack spread that has dropped recently. They also debate the retail drawdown chart, the Bloomberg momentum factor, and 10-year Treasury yields. KEY QUESTIONS Why are Larry Benedict and Eric Shamilov split on crude oil near $100 per barrel? On October 21, 2026, Larry said he is bullish and re-upped his crude position the day before. Eric argued that crude calendar spreads look ready to roll over, that spot prices tend to follow those spreads, and that the refining crack spread has dropped recently. Could an Iran escalation before the U.S. election spark an oil shock? Larry says a flare-up a week before the election could send oil significantly higher, and he thinks the Strategic Petroleum Reserve may be close to empty. Eric says the market is not pricing that fear, pointing to spreads that could turn lower. Should traders chase price in this market? Eric says no. He argues retail only chases momentum, that momentum has faded as a strategy, and that every move should be treated as potentially fake. Larry says retail buys the same names, never sells, and that the 26% drawdown figure does not change what it does next. MARKET SNAPSHOT As of October 21, 2026, per the hosts on air: crude oil traded near $100.40 per barrel overnight and near $97.50 per barrel during the show; Brent crude near $111 per barrel; 10-year Treasury yield near 5.10%; VIX near 15 to 16 index points. CHAPTERS 0:00 SpaceX Earnings and S&P 500 Rumor Rally 3:56 VIX Near 16 and S&P 500 Volatility 5:52 Clearing Firms, Leverage and Hedge Fund Risk 9:20 Hedgeye Retail Drawdown Chart Debate 11:29 Bloomberg Momentum Factor Chart 15:14 Do Not Chase Price: Retail Momentum Buyers 16:21 Intel, Micron and Zero-DTE Options Volume 19:04 S&P 500 Straddle and Rumor-Driven Buying 20:08 Crude Oil Near $100: Larry Bullish, Eric Bearish 22:01 Oil Shock Risk: Iran Escalation Before the Election 23:17 Crude Calendar Spreads, Crack Spreads and Refiners 26:19 Treasury Yields, Bond Auction and Larry's Bond Position 28:58 S&P 500 Technical Levels and Russell 2000 WATCH NEXT $100 Crude and the Market Doesn't Care: https://www.youtube.com/watch?v=WFdrllD0TcA Oil at $95: Is This Rally Fake?: https://www.youtube.com/watch?v=CJkRxvrH3N0 Oil, Energy & Geopolitics: https://www.youtube.com/playlist?list=PLVE2294OB3rs #LarryBenedict #CrudeOil #OilPrices #TreasuryYields ABOUT LARRY BENEDICT Larry Benedict, a 40-year market veteran and former billionaire hedge fund manager who delivered a 20-year winning streak to his clients now helps everyday traders profit with a risk-focused approach to options, volatility, and macro trading. ABOUT ERIC SHAMILOV Eric Shamilov, a veteran trader with over a decade of experience, began his career trading commodities for Henry Kaufman's family office and later became the head trader of a quant-focused macro desk. He studied at NYU's Stern School of Business and is a member of the Economic Club of New York. ABOUT CLINT BREWER Clint Brewer is a 20-year investment veteran who managed over $2 billion in assets incorporating quantitative, fundamental, and technical disciplines and provided research for Fidelity, Capital Group, and Citadel. Clint also holds a bachelor's and a master's degree in finance. DISCLOSURE Investing always involves risk. Never invest more than you are willing to lose. Past results do not guarantee future results. Trading With Larry Live is presented by Opportunistic Trader, a publishing company. The indicators, strategies, reports, articles, and all other features of our products - including these videos - are provided for informational and educational purposes only. We operate in accordance with the SEC's "publisher's exclusion" from certain securities laws. To qualify for this exclusion from securities licensing, we must be a "bona fide" publisher that offers non-individualized investment advice to the general public on a regular basis. Under no circumstances should you construe anything that appears in videos, newsletters, reports, or on our website as personalized investment advice. For more information visit our website at https://www.opportunistictrader.com/trading-with-larry-benedict/

CoreWeave dip buyers keep getting hurt, Larry Benedict tells Eric Shamilov on Trading With Larry Live. On October 20, 2026, Larry Benedict reads the bond rally as a flight to quality while crude whipsaws algorithm-driven stock futures. Eric Shamilov asks what Treasury Secretary Bessent will do at the November 4 refunding after the 30-year yield's September breakout. KEY QUESTIONS Where does Larry Benedict see CoreWeave buyers getting hurt? On October 20, 2026, Larry said traders keep buying CoreWeave stock in size, and each round has been followed by another drop. He says it is down about $23 from where those buyers started, and it could go from 58 to 38 very quickly if markets turn skittish. How far are retail investors down from cycle highs? Eric's chart shows the retail investor index down 26% from cycle highs set around June. Larry says the broad market has not even fallen yet, and asks what retail's losses look like if it does. Why does Larry Benedict expect bonds to rally in a credit crisis? Larry says a credit crisis is coming, and if anyone defaults, bonds are going to rally, not because they fundamentally should. He adds that index put spreads were $50 to $80 wide on October 20, a sign liquidity has dried up. MARKET SNAPSHOT As of October 20, 2026: 10-year Treasury yield about 5.11%; front-month crude touched $111 per barrel, second month near $99; VIX rose from 15 to 22; S&P 500 about 1% from its all-time high; retail investor index down 26% from cycle highs. CHAPTERS 0:00 Bond Rally as a Flight to Quality 2:34 Algos Trading Every Crude Oil Tick 5:32 Why the Post-Midterm Rally Call Worries Larry 7:33 Put Market Liquidity Dries Up 9:05 Gene Munster Turns Negative on Apple 10:20 Nvidia, Meta and AMD Holders Still Up Big 11:28 Hedge Fund Deleveraging and the VIX Jump 14:53 30-Year Yield and the Nov. 4 Treasury Refunding 17:50 What a Put Stupid Is 19:38 Retail Investors Down 26% From Cycle Highs 21:23 From Friday Panic to Monday Calm 27:38 Why S&P Daily Ranges Have Shrunk 29:53 Why CoreWeave Dip Buyers Keep Getting Burned 30:55 SOXL Assets Show Retail Still Buying the Drop WATCH NEXT Retail Cries But Never Sells: https://www.youtube.com/watch?v=5F5B7zN9bSA Semiconductor Stocks Down 20%: Is the Momentum Trade Unwinding?: https://www.youtube.com/watch?v=B5xU5TOQbgQ AI Stocks & Tech Trades: https://www.youtube.com/playlist?list=PLThT0CUcxBrM #LarryBenedict #CoreWeave #BuyTheDip #BondMarket ABOUT LARRY BENEDICT Larry Benedict, a 40-year market veteran and former billionaire hedge fund manager who delivered a 20-year winning streak to his clients now helps everyday traders profit with a risk-focused approach to options, volatility, and macro trading. ABOUT ERIC SHAMILOV Eric Shamilov, a veteran trader with over a decade of experience, began his career trading commodities for Henry Kaufman's family office and later became the head trader of a quant-focused macro desk. He studied at NYU's Stern School of Business and is a member of the Economic Club of New York. ABOUT CLINT BREWER Clint Brewer is a 20-year investment veteran who managed over $2 billion in assets incorporating quantitative, fundamental, and technical disciplines and provided research for Fidelity, Capital Group, and Citadel. Clint also holds a bachelor's and a master's degree in finance. DISCLOSURE Investing always involves risk. Never invest more than you are willing to lose. Past results do not guarantee future results. Trading With Larry Live is presented by Opportunistic Trader, a publishing company. The indicators, strategies, reports, articles, and all other features of our products - including these videos - are provided for informational and educational purposes only. We operate in accordance with the SEC's "publisher's exclusion" from certain securities laws. To qualify for this exclusion from securities licensing, we must be a "bona fide" publisher that offers non-individualized investment advice to the general public on a regular basis. Under no circumstances should you construe anything that appears in videos, newsletters, reports, or on our website as personalized investment advice. For more information visit our website at https://www.opportunistictrader.com/trading-with-larry-benedict/

🚀 **Discover the Next Big AI Demand Shock** While investors focus on Nvidia, Wall Street veteran Marc Chaikin believes the next wave of AI demand could send overlooked stocks soaring in 2027. 👉 Watch Marc's free prediction: https://AIDemandShock.com/ 🔔 **Gain an Instant Edge Over Wall Street** Stay ahead with timely market insights and analysis. 👉 Learn more: https://TopStocksLetter.com/ Artificial intelligence has already created trillions of dollars in wealth. But could the next big AI winner be Nvidia's biggest challenger? Just over a decade ago, Advanced Micro Devices (AMD) was fighting for survival. Now it's a major player in AI chips and data centers—and Marc Chaikin believes its opportunity could be getting bigger. In this episode of Top Stocks, host Matt Weinschenk sits down with the founder of Chaikin Analytics to explore AMD's comeback, its competition with Nvidia, and the next phase of the AI boom. Marc explains why demand for a second chip supplier is growing, how high-precision computing could enable advances in medicine and scientific research, and why AMD's latest technology has caught his attention. Then he opens his proprietary Power Gauge—a system combining 20 fundamental and technical factors—to show exactly what it says about AMD. The result? **The Power Gauge is bullish on AMD**, even as its valuation raises concerns. Marc also reveals why Nvidia may have had its "day in the sun," what earnings revisions tell investors, and why the strength of the semiconductor industry matters. 👇 **Do you think AMD could become the next Nvidia?** Could it reach a $2 trillion valuation? Tell us in the comments! Watch the full interview to see how Marc analyzes one of the AI boom's biggest stocks. **CAN’T WATCH THE FULL EPISODE? START HERE:** 00:22 – Could AMD Be the Next AI Giant? 03:52 – AMD's Comeback From Near Bankruptcy 05:46 – Why AMD Can Challenge Nvidia 06:32 – The High-Precision Chip Wall Street May Be Missing 09:10 – AI's Future in Medicine and Research 11:18 – AMD vs. Nvidia: Which Has More Upside? 13:17 – Has Nvidia Had Its Day in the Sun? 15:10 – How Marc's Power Gauge Works 17:36 – The Power Gauge's Rating on AMD 18:06 – Is AMD Too Expensive? 20:17 – Why Earnings Growth Matters 24:27 – AMD's Bullish Technical Signals 26:03 – What Wall Street Experts Are Watching 31:36 – Semiconductor Industry Momentum 👤 **ABOUT THE GUEST** Marc Chaikin is a Wall Street veteran, founder of Chaikin Analytics, and creator of the widely used Chaikin Money Flow indicator. His Power Gauge combines fundamental and technical data to help investors evaluate stocks. 🎙️ **ABOUT THE HOST** Matt Weinschenk is an investment analyst, economist, and host of Top Stocks. With more than two decades of experience, he covers investment opportunities and the trends shaping markets. 📈 **ABOUT TOP STOCKS** Hosted by Matt Weinschenk, Top Stocks goes beyond the headlines to analyze the companies and forces shaping the next decade of wealth creation. 🔎 **INSIDE THE POWER GAUGE** Marc walks through AMD's valuation, earnings, technicals, and expert activity—and explains why its overall rating remains bullish. 📅 Views reflect market conditions at the time of recording. ⚠️ This content is for informational purposes only and is not investment advice. Do your own research or consult a qualified financial professional before investing. 📱 **FOLLOW MATT:** https://link.me/mattweinschenk X: @MattWeinschenk | Instagram: @mattweinschenk | TikTok: @mattweinschenk #TopStocks #MarcChaikin #AMD #Nvidia #ArtificialIntelligence #AIStocks #Investing #StockMarket #Semiconductors #PowerGauge #ChaikinAnalytics #AIBoom #WallStreet

🚀 Discover Elon Musk’s Potential Next Big AI Opportunity While investors focus on Tesla, SpaceX, and the race to build better AI models, Stansberry tech analyst Josh Baylin believes Elon Musk could be developing something even bigger: an AI-powered device that could challenge Apple's iPhone. And some of the biggest investment opportunities may come from smaller companies helping make it possible. 👉 Watch free and discover the stock: https://ElonStarPhone.com/ 🔔 Gain an Instant Edge Over Wall Street Stay ahead with timely market insights and analysis. 👉 Learn more: https://TopStocksLetter.com/ Artificial intelligence has already created trillions of dollars in wealth. Nvidia, Microsoft, Meta, and other tech giants have seen enormous growth as companies race to build the infrastructure powering the AI revolution. But according to one of Wall Street's most prominent technology analysts, the biggest opportunities could still be ahead. Dan Ives believes we've seen less than 15% of the total AI spending that's coming. That means the AI boom may be far from over. So which stocks could benefit the most? And which companies risk getting left behind? In this special collaboration between Top Stocks and MarketBeat, recorded live at the Stansberry Conference in Las Vegas, Matt Weinschenk and Bridget Bennett sit down with Dan Ives, the renowned technology analyst and former Wedbush managing director who recently established Yorkville Ives & Company. Known for his bullish calls on technology and his coverage of companies like Tesla, Nvidia, Apple, and Palantir, Dan explains why he believes the AI revolution is still in its early stages. And why the next wave of winners could extend far beyond the Magnificent Seven. His message is clear: The AI revolution is still in its early stages. But not every company will come out ahead. Some businesses could become the next technology giants. Others could struggle to survive as competition intensifies and AI transforms entire industries. The challenge for investors is identifying which companies can turn the enormous AI spending boom into lasting profits. 👇 Do you agree with Dan Ives that the AI boom is far from over? Which AI stock do you believe has the biggest upside? Tell us in the comments! Watch the full interview to discover where Dan sees the next major opportunities. CAN’T WATCH THE FULL EPISODE? START HERE: 2:50 – Dan Ives: Why the AI Boom Is Just Getting Started 4:23 – Could AI Regulation Slow the Bull Market? 6:06 – Why Meta Could Benefit From an AI Slowdown 8:09 – Why Dan Is Bullish on Palantir 11:31 – When Will Big Tech's AI Spending Pay Off? 18:03 – Dan's Bold Prediction for Tesla and SpaceX 20:46 – Can Tesla Deliver on Robotaxis and Optimus? 21:56 – Apple's AI Strategy and the Future of the iPhone 23:19 – Microsoft's AI Future: Copilot and Azure 24:15 – Which Software Stocks Will Survive AI Disruption? 26:29 – Finding the Next Palantir or CrowdStrike 27:26 – How Dan Identifies Future AI Winners 29:55 – Dan's Final Prediction for the AI Bull Market 👤 ABOUT THE GUEST Dan Ives is one of Wall Street's most recognized technology analysts, known for his coverage of artificial intelligence, Tesla, Apple, Microsoft, Nvidia, and other major technology companies. After eight years covering technology at Wedbush Securities, Dan established Yorkville Ives & Company. He is widely followed for his bullish outlook on AI and his analysis of the companies shaping the future of technology. 🎙️ ABOUT THE HOSTS Matt Weinschenk is an investment analyst, economist, and host of Top Stocks. With more than two decades of experience, he focuses on identifying investment opportunities and analyzing the companies and economic trends shaping the markets. Bridget Bennett is a host at MarketBeat, where she covers financial markets, investment trends, and the companies driving change across Wall Street. 📈 ABOUT TOP STOCKS Hosted by investment analyst and economist Matt Weinschenk, Top Stocks goes beyond the headlines to analyze the companies and forces shaping the next decade of wealth creation. 🤝 SPECIAL COLLABORATION This episode is a special collaboration between Top Stocks and MarketBeat, bringing together Matt Weinschenk and Bridget Bennett for an exclusive conversation with Dan Ives at the Stansberry Conference in Las Vegas. 📅 This episode was recorded in September 2026. All market insights and views reflect conditions at that time. ⚠️ This content is for informational purposes only and should not be considered investment advice. Always conduct your own research or consult a qualified financial professional before making investment decisions. 📱 FOLLOW MATT: https://link.me/mattweinschenk X: @MattWeinschenk | Instagram: @mattweinschenk | TikTok: @mattweinschenk #TopStocks #DanIves #ArtificialIntelligence #AIStocks #Investing #StockMarket #Nvidia #Tesla #Palantir #Microsoft #Apple #Meta #SpaceX #MarketBeat #AIBoom #WallStreet

🚀 Discover the Investment Opportunities Wall Street Is Overlooking While investors pour trillions into AI, Gabe Marshank is uncovering opportunities in a completely different corner of the market. His research focuses on a special type of corporate spinoff that could create overlooked and potentially undervalued stocks. 👉 Watch free: https://BetterThanIPOs.com/ 🔔 Gain an Instant Edge Over Wall Street Stay ahead with timely market insights and analysis. 👉 Learn more: https://TopStocksLetter.com/ Trillions of dollars are pouring into artificial intelligence. Companies are racing to build data centers, buy Nvidia chips, and develop increasingly powerful AI models. But there's one question investors can't afford to ignore: Will all this spending actually make money? Or are we watching the next massive stock market bubble? In this special episode of Top Stocks, recorded live at the Stansberry Conference in Las Vegas, Matt Weinschenk brings together two experienced Wall Street analysts with completely opposing views on the future of AI. On the bullish side is Alan Gula, a former Goldman Sachs and Barclays analyst who believes the demand for AI computing power is just getting started. On the bearish side is Gabe Marshank, editor of Market Maven and former hedge fund analyst at SAC Capital and Greenlight, who warns that massive overspending could destroy investor returns. Two analysts. Two opposing arguments. One massive question: Is AI a boom or a bubble? They debate: • Why trillions of dollars are being invested in AI infrastructure • Whether AI is repeating the mistakes of the dot-com and telecom bubbles • Why Alan believes demand for computing power will keep growing • Why Gabe thinks AI overspending could lead to massive losses • Whether Nvidia chips and data centers can generate sustainable returns • Why falling AI prices could threaten profitability • Whether OpenAI and Anthropic can justify their enormous valuations • The investment risks surrounding CoreWeave and other AI infrastructure companies • How electricity shortages could affect the AI boom • Which companies could become the biggest winners and losers • Why the biggest AI investment opportunities might not be where investors expect And while they disagree about who will profit, both recognize that AI could create extraordinary technological and economic value. The real debate is who actually captures that value — and who ends up paying for it. Matt puts both arguments to the test, challenges their assumptions, and ultimately declares a winner. But the market will have the final say. So who do YOU think won the debate? Are you bullish on AI like Alan, or do you agree with Gabe that a massive bubble could be forming? 👇 Tell us in the comments who made the stronger argument! Watch the full debate to decide for yourself. CAN’T WATCH THE FULL EPISODE? START HERE: 2:29 – Is AI a Boom or a Bubble? 3:15 – The Trillions Being Spent on AI 6:25 – Alan's Bull Case: Why AI Is Different 8:43 – Is AI Another Telecom Bubble? 11:16 – Can AI Data Centers Deliver Real Returns? 15:12 – Gabe's Bear Case: The AI Spending Problem 18:05 – Why AI Data Center Profits Could Collapse 21:53 – Breaking Down the AI Investment Ecosystem 22:52 – Can OpenAI and Anthropic Make Money? 30:22 – The Real Returns on AI Infrastructure 31:07 – The Bull Case for CoreWeave 36:10 – Why Gabe Thinks AI Investors Are Taking Too Much Risk 38:31 – Is AI Like Railroads, Electricity, or the Dot-Com Bubble? 41:32 – Can Investors Trust the AI Industry? 45:23 – The Biggest Winners and Losers of AI 46:28 – Who Won the AI Debate? 👤 ABOUT THE GUESTS Alan Gula is an investment analyst with experience at Goldman Sachs and Barclays. He focuses on technology, energy, and investment opportunities driven by major economic trends. Gabe Marshank is the editor of Market Maven and a former hedge fund analyst who worked at SAC Capital and Greenlight. He focuses on identifying investment opportunities through fundamental analysis and understanding the risks behind market trends. 📈 ABOUT TOP STOCKS Hosted by investment analyst and economist Matt Weinschenk, Top Stocks goes beyond the headlines to analyze the companies and forces shaping the next decade of wealth creation. 📅 This episode was recorded in Septmeber 2026. All market insights and views reflect conditions at that time. ⚠️ This content is for informational purposes only and should not be considered investment advice. Always conduct your own research or consult a qualified financial professional before making investment decisions. 📱 FOLLOW MATT: https://link.me/mattweinschenk X: @MattWeinschenk | Instagram: @mattweinschenk | TikTok: @mattweinschenk #TopStocks #AIBubble #ArtificialIntelligence #AIStocks #Investing #StockMarket #Nvidia #OpenAI #Anthropic #CoreWeave #DataCenters #WallStreet #TechStocks

⛏️ Discover the AI-Powered Resource Boom Whitney Tilson Is Watching Whitney Tilson traveled to Mount Rushmore to investigate a little-known mining company that used AI to uncover a massive gold deposit — and he believes it could be part of a much bigger resource boom across America. ? Watch free: https://RushmoreGold.com/ ? Gain an Instant Edge Over Wall Street Stay ahead with timely market insights and analysis. ? Learn more: https://TopStocksLetter.com/ Wars are breaking out. Oil prices are moving. Bond yields have surged. And geopolitics is once again becoming impossible for investors to ignore. But does a more dangerous world necessarily mean a more dangerous stock market? In this episode of Top Stocks, Matt Weinschenk sits down with geopolitical strategist Marko Papic at the Stansberry Conference to discuss how the global order is changing, what ongoing conflicts could mean for markets, and why geopolitical panic can sometimes create opportunities for disciplined investors. They discuss: • Why the world is shifting toward a more chaotic “multipolar” system • Why more regional conflicts don’t necessarily mean a global war • How geopolitical fear can create buying opportunities • Marko’s view of the Iran conflict and what it means for oil • How shifting U.S. politics could affect taxes and regulation • Why AI and data centers could face more regulatory pressure • How drones are changing modern warfare • Why Marko, a longtime bond bear, is starting to see opportunity in bonds • Why 5%+ Treasury yields could become attractive for long-term investors • Why Marko believes inflation could decline over the next five years For years, Marko has argued that investors need to pay closer attention to geopolitics. The world is moving away from the relatively stable global order investors became accustomed to and toward a multipolar system where no single country completely controls the rules. That could mean more conflict — but Marko argues it does not mean the global economy or stock market falls apart every time a crisis erupts. He points to Russia and Ukraine and the Middle East as examples of how markets and global supply chains can adapt even amid serious disruptions. For investors, he believes the key is separating frightening headlines from what is actually happening in markets. Marko also explains why his outlook on bonds is changing. After years of being bearish, he says yields around 5.2% are becoming increasingly attractive for investors with a five-year time horizon. While yields could still rise in the short term, he sees forces that could eventually push inflation and interest rates lower. His bigger message for investors is simple: Fear sells. But the world usually finds a way to keep going. Marko grew up in Yugoslavia, lived through war and hyperinflation, and spent part of his life in the Middle East. Those experiences have shaped how he views geopolitical crises and market panic today. So how should investors navigate a world of war, political change, higher bond yields, and constant geopolitical uncertainty? Watch the full conversation to find out. CAN’T WATCH THE FULL EPISODE? START HERE: 2:29 – Why Geopolitics Matters Again 5:01 – Understanding the New Multipolar World 9:09 – The Iran Conflict 12:46 – U.S. Politics, Taxes & Regulation 17:18 – AI, Data Centers & the Economy 22:22 – Are Drones Changing Warfare? 27:38 – Is It Finally Time to Buy Bonds? 31:15 – Why Inflation Could Fall 36:15 – Why Marko Doesn’t Panic About Geopolitics 40:23 – Why Fear Can Hurt Investors ? ABOUT THE GUEST: MARKO PAPIC Marko Papic is a geopolitical strategist who analyzes how politics, geopolitics, and global macroeconomic trends affect financial markets. ? ABOUT TOP STOCKS Hosted by investment analyst and economist Matt Weinschenk, Top Stocks goes beyond the headlines to analyze the companies and forces shaping the next decade of wealth creation. ? This episode was recorded in 2026. All market insights and views reflect conditions at that time. ⚠️ This content is for informational purposes only and should not be considered investment advice. Always conduct your own research or consult a qualified financial professional before making investment decisions. ? FOLLOW MATT: https://link.me/mattweinschenk X: @MattWeinschenk | Instagram: @mattweinschenk | TikTok: @mattweinschenk #TopStocks #MarkoPapic #Geopolitics #Investing #Stocks #StockMarket #Bonds #Oil #Iran #AI #Inflation #InterestRates #GlobalMarkets