‼️NEXT AMERICAN CRISIS! Hear more for FREE here: NextEnergyShock2026.com Most investors focus on stocks… But they ignore what actually drives the entire global economy. Energy. Commodities. Supply chains. And right now — those systems are breaking down. Refining capacity is shrinking. Diesel inventories are tight. Infrastructure is aging. And decades of underinvestment are starting to show real consequences. So the real question is: Are we heading toward a full-blown energy crisis… and where are the opportunities if we are? In this week’s Stansberry Investor Hour, Dan sits down with Tracy Schuchart — a macro strategist and commodity-focused investor known for connecting the dots across global energy markets, geopolitics, and hard assets. This episode goes far beyond stocks. Tracy breaks down the growing diesel crunch… why the U.S. hasn’t built a new refinery in decades… and how a single disruption could ripple through everything from data centers to food production. She explains why energy markets are more fragile than they appear… how global supply chains are deeply interconnected… and why shortages in one area can trigger unexpected consequences across the entire system. The conversation also explores where capital is starting to move — including opportunities in South American commodity equities like Cresud (CRESY) and Adecoagro (AGRO) — and why shifting geopolitics could reshape global energy flows for years to come. Finally, Tracy shares her long-term outlook on gold, central bank demand, and why hard assets may be entering a new multi-year cycle. This isn’t just about commodities. It’s about understanding the forces that move everything else. CAN’T WATCH THE FULL EPISODE? START HERE: 0:00 – The Diesel Crisis No One Is Talking About 2:00 – Why Refining Capacity Is Collapsing 5:00 – The Hidden Risks in U.S. Energy Infrastructure 9:00 – Strategic Petroleum Reserve & Energy Security 13:00 – Why Oil Investment Is Stalling 17:00 – Unexpected Risks in the Muni Bond Market 22:00 – How Energy Impacts Everything (From Fertilizer to Mining) 26:00 – Tail Risks: What Happens During a Real Shortage 30:00 – The Myth of the Energy Transition 34:00 – Nuclear vs. Solar: What Actually Works 40:00 – Grid Failures & Infrastructure Bottlenecks 41:50 – Cresud (CRESY) & South American Opportunities 42:00 – Adecoagro (AGRO) & Commodity Exposure 43:45 – Gold’s Next Move & Central Bank Buying 50:00 – Final Takeaway: Why Commodities Matter Now

‼️NEXT AMERICAN CRISIS! Here more for FREE here: NextEnergyShock2026.com Most investors chase the next big story. They jump from stock to stock… reacting to headlines… chasing momentum… and hoping to get in before it’s too late. But the real money isn’t made chasing what’s hot. It’s made by studying businesses… patiently watching them for years… and striking only when the odds are clearly in your favor. So the real question is: What does it actually take to build conviction… and find stocks worth holding for the long term? In this week’s Stansberry Investor Hour, Dan welcomes back Alex Morris, founder of TSOH Investment Research and author of Buffett and Munger Unscripted. Alex is known for his deep, long-term approach to investing — often following companies for years before ever buying a single share. This episode is all about stocks. Alex walks through a slate of current positions and watchlist ideas — including Peloton (PTON), Dollar Tree (DLTR), Dollar General (DG), Floor & Decor (FND), and Fever-Tree — breaking down where he sees opportunity, where others see risk, and what has to go right from here. He explains why some of the most hated stocks can become the best investments… how to identify real turnarounds versus value traps… and why management decisions, capital allocation, and strategic focus matter more than any short-term narrative. The conversation also dives into broader themes — from the post-Buffett future of Berkshire Hathaway… to the hidden risks and potential of platforms like Roblox… to how premium brands quietly take share in massive, stagnant industries. Finally, Alex shares the mindset behind his process: why he’s willing to watch businesses for a decade before buying… and how that patience leads to the kind of conviction required to hold through volatility and capture true multi-bagger returns. This is how long-term investors think. CAN’T WATCH THE FULL EPISODE? START HERE: 0:00 – The Next Energy Shock Warning 0:44 – Meet Alex Morris: “All Stocks Today” 2:00 – Berkshire After Buffett & Munger 6:00 – Capital Allocation & Berkshire’s Cash Problem 8:00 – Why Alex Is Long Peloton (PTON) 12:00 – Stabilization vs. Growth: The Peloton Thesis 15:00 – Turnarounds vs. Value Traps 18:00 – Dollar Tree (DLTR): Fixing the Core Business 22:00 – Pricing Power & Traffic Risks 25:00 – Dollar General (DG): A True Turnaround 29:00 – Floor & Decor (FND) & the Housing Cycle 34:00 – Fever-Tree: From Tonic to Premium Beverages 40:00 – Premium Brands Taking Share 44:00 – Roblox (RBLX): Opportunity vs. Risk 50:00 – Final Takeaway: The Power of Patience in Investing

RESERVE YOUR SEAT FOR FREE: Join our webinar on April 7, 2026, at 10:00 a.m. ET here: http://marketevent2026.com/ Most investors chase headlines. They react to wars… price spikes… and whatever the market is doing today. But the real money is made before the headlines — when assets are cheap, ignored, and out of favor. So the real question is: Where is the opportunity… before everyone else sees it? In this week’s Stansberry Investor Hour, Dan welcomes back Tobias Carlisle, founder of Acquirer’s Funds and one of the leading voices in value investing. Tobias lays out the case for why energy stocks may still be one of the most overlooked opportunities in today’s market — even after their recent run. With oil prices surging amid geopolitical tensions, including the Iran conflict and disruptions in global supply, many investors assume the trade is already over. Tobias disagrees. He explains why the real story isn’t the short-term spike in oil prices — but the long-term supply constraints, underinvestment, and structural shifts that could keep energy prices elevated for years. The conversation dives into specific names like Devon Energy (DVN) and EOG Resources (EOG), why they remain attractive at current levels, and how disciplined capital allocation and strong free cash flow set them apart. Dan and Tobias also explore the broader opportunity in commodities — from copper to fertilizers — and why decades of underinvestment could create a powerful tailwind for real assets. They break down why “mean reversion” is one of the most important forces in investing, and how buying out-of-favor sectors has historically led to the biggest gains. Finally, Tobias shares his framework for valuing businesses, including the “Acquirer’s Multiple,” and explains why investors should focus less on narratives — and more on what companies are actually earning. Welcome to contrarian investing. CAN’T WATCH THE FULL EPISODE? START HERE: 0:00 – Why the Iran Conflict Is Moving Markets 0:44 – The Overlooked Energy Trade (DVN, EOG) 2:00 – Oil Supply Destruction & Why Prices Are Rising 3:00 – What $70–$80 Oil Means for Investors 5:30 – Why Energy Stocks Are Still Cheap 8:00 – Short-Term Volatility vs. Long-Term Opportunity 10:00 – The Shift From Growth to Value 12:30 – Why Devon (DVN) & EOG Stand Out 15:00 – Other Energy Plays (APA, CRC) 18:00 – The Fertilizer Trade (CF Industries) 22:00 – Why Copper Could Be the Next Big Opportunity 26:00 – The Case for Small & Micro Cap Value 30:00 – Housing Market Freeze & Contrarian Opportunities 33:00 – How to Buy “Out of Favor” Sectors 36:00 – The Acquirer’s Multiple Explained 42:00 – Why Narratives Mislead Investors 42:40 – Final Takeaway: The Power of Mean Reversion

Most investors ignore this document. They throw it away… delete the email… or never even open it. But inside this “boring” SEC filing could be the difference between buying the right stock… or holding the wrong one. So the real question is: What are companies quietly telling you — that they’re not saying out loud? In this week’s Stansberry Investor Hour, Dan welcomes back Michelle Leder, founder of Footnoted.com and one of the leading experts in SEC filings. Michelle explains why proxy statements — often dismissed as tedious and irrelevant — may actually be one of the most powerful tools individual investors have. She breaks down how these filings reveal what executives are really paid, how insiders are incentivized, and where potential red flags may be hiding in plain sight. From unusual compensation structures to related-party transactions and shareholder proposals, Michelle shows how to uncover insights that most investors completely miss. The conversation also explores why proxy season (right now) is one of the most important times of the year for investors, how to quickly navigate 80+ page filings without getting overwhelmed, and why “there are no accidents” in SEC disclosures — everything is there for a reason. Finally, Michelle shares real examples of how reading SEC filings has helped her spot opportunities, avoid risks, and even identify potential market-moving events before they happen. Welcome to the hidden side of investing. CAN’T WATCH THE FULL EPISODE? START HERE: 0:00 – The “Sexiest” SEC Filing Explained 2:00 – Why Most Investors Ignore Proxy Statements 5:00 – Executive Compensation: What to Look For 10:00 – The Hidden Meaning Behind “All Other Compensation” 16:30 – Director Pay & Incentives (Red Flags to Watch) 20:30 – Related-Party Transactions (What Companies Don’t Highlight) 24:45 – Shareholder Proposals & Political Influence 29:00 – Who Really Owns the Company? (Institutional Holders) 35:00 – Why SEC Filings Reveal More Than Earnings Calls 41:00 – Real Example: Spotting Trouble in a Stock 48:00 – “There Are No Accidents” in SEC Filings 51:40 – Final Takeaway: What Every Investor Should Do

today. 🔥 What You’ll Learn in This Episode: Can you retire with $500,000? In this episode of The Wide Moat Show, Brad Thomas and Nicholas Ward break down a realistic retirement investing strategy designed to generate $5,000/month in passive income—even with a relatively modest nest egg. Using a hypothetical $500K portfolio, Nick walks through three distinct strategies for retirement income: high-yield investing, growth-focused drawdown, and a balanced ETF portfolio built for income + long-term stability. The goal? Achieve financial independence without running out of money. You’ll learn: How to turn $500,000 into monthly passive income Why chasing a 12% yield is risky—and what to do instead The role of Social Security in retirement planning How to build a diversified ETF portfolio using income, growth, and “SWAN” (Sleep Well At Night) assets The pros and cons of covered call ETFs, dividend growth funds, and bonds Why avoiding sequence of returns risk is critical for retirees Nick also shares a detailed portfolio allocation across income ETFs, dividend growth funds, and low-risk assets—targeting a 7%+ yield while maintaining diversification and long-term upside. Whether you’re nearing retirement or planning ahead, this episode provides a practical framework for building a retirement income portfolio that balances risk, yield, and growth. Topics covered: retirement investing, passive income, dividend investing, ETF portfolio strategy, covered call ETFs, income investing, financial independence, Social Security strategy, dividend growth stocks, bond allocation, retirement planning 2026 00:00 Intro & First Solo Recording 00:58 Why This Episode Matters (Retirement Focus) 02:17 Can You Retire with $500K? (The Scenario) 04:59 The Reality of Retirement Numbers 07:30 The $5K/Month Income Challenge 09:09 High Yield Strategy (Pros & Risks) 10:29 Growth Strategy & Tech ETFs 12:47 Why Selling Assets Is Risky 14:50 Using Social Security to Close the Gap 15:42 Building the $500K Portfolio (Final Breakdown) #RetirementPlanning, #PassiveIncome, #DividendInvesting, #IncomeInvesting, #ETFInvesting, #FinancialFreedom, #InvestingForBeginners, #RetireEarly, #StockMarket, #WealthBuilding, #DividendStocks, #CoveredCallETF, #MonthlyIncome, #PersonalFinance, #InvestingStrategy

today. 🔥 What You’ll Learn in This Episode: On this episode of The Wide Moat Show, Brad Thomas and Nicholas Ward break down 8 monopoly stocks and wide-moat businesses they believe dominate their industries through scale, infrastructure, data, regulation, and pricing power. In a volatile market, investors are often searching for the best businesses to buy, and this episode focuses on companies with the kind of durable competitive advantages that can help compound wealth over time. Brad and Nick discuss a mix of dividend stocks, blue-chip stocks, REITs, utilities, tech leaders, and data-driven businesses, including Waste Management (WM), Brookfield Asset Management (BAM), Apple (AAPL), American Water Works (AWK), ASML (ASML), EastGroup Properties (EGP), Fair Isaac (FICO), and CoStar Group (CSGP). They explain what makes each company a potential monopoly or near-monopoly, how these businesses defend market share, and whether their current valuations still offer opportunity for long-term investors. The conversation covers hidden monopolies, wide moat investing, dividend growth investing, valuation analysis, Fast Graphs, and the difference between buying a great company at a fair price versus overpaying for growth. From trash collection and water utilities to semiconductor equipment, consumer ecosystems, logistics real estate, credit scoring, and commercial real estate data, this episode highlights some of the strongest business models in the stock market today. If you are looking for high-quality stocks to buy now, defensive stocks for a downturn, or long-term compounders with durable competitive advantages, this episode is packed with ideas and analysis. 00:00 Intro: 8 Monopoly Stocks That Dominate Their Industries 00:34 Why Monopoly Businesses Create Long-Term Wealth 01:44 Waste Management (WM): Turning Trash Into Cash 06:34 Brookfield Asset Management (BAM): Capital Allocation Powerhouse 12:47 Apple (AAPL): The Ultimate Consumer Ecosystem 18:51 American Water Works (AWK): A True Regulated Monopoly 23:50 ASML (ASML): The Most Important Company in Semiconductors 28:48 EastGroup Properties (EGP): Local Logistics Real Estate Edge 33:06 Fair Isaac (FICO): Credit Score Monopoly Under Pressure 39:51 CoStar Group (CSGP): Real Estate Data Monopoly & Final Thoughts #WideMoatShow, #MonopolyStocks, #WideMoatInvesting, #DividendStocks, #DividendGrowth, #ValueInvesting, #StockMarket, #LongTermInvesting, #PassiveIncome, #REITs, #BlueChipStocks, #BestStocksToBuy, #FinancialFreedom, #InvestingStrategy, #CompoundInterest, #EquityInvesting, #StockAnalysis, #IncomeInvesting, #MarketOutlook, #QualityStocks

today. 🔥 What You’ll Learn in This Episode: In this episode of The Wide Moat Show, Brad Thomas and Nicholas Ward break down 4 deeply discounted REITs that could offer major upside in today’s volatile market. With rising uncertainty around interest rates, inflation, and the broader stock market, Brad highlights two overlooked real estate sectors he believes are trading at compelling values: single family rental REITs and cold storage REITs. The discussion covers Invitation Homes (INVH) and American Homes 4 Rent (AMH), two of the largest single family rental REITs in the U.S., and why political pressure, housing legislation, and rising mortgage rates may be creating a rare buying opportunity for long-term investors. Brad and Nick also examine Americold Realty Trust (COLD) and Lineage (LINE), two major players in the cold storage REIT space, as oversupply, slowing growth, and valuation compression weigh on the sector. Along the way, they discuss REIT valuation, dividend safety, AFFO multiples, payout ratios, and the difference between a true value stock and a value trap. If you’re looking for high dividend stocks, undervalued REITs, or income-focused investments with long-term potential, this episode is packed with insight. 00:00 Introduction and today’s niche REIT focus 00:01 Why market volatility is creating new REIT opportunities 00:03 Single family rental REITs: Invitation Homes and AMH 00:04 Why single family rental REITs look undervalued 00:06 Political risks and the Road to Housing Act 00:11 Invitation Homes deep dive: growth, valuation, and dividend 00:17 American Homes 4 Rent deep dive: AFFO, occupancy, and upside 00:20 Cold storage REITs explained: why the sector cooled off 00:24 Americold and Lineage: yields, valuation, and recovery potential 00:30 Final takeaways on value, dividends, and REIT upside #REITs, #DividendStocks, #ValueInvesting, #RealEstateInvesting, #PassiveIncome, #IncomeInvesting, #StockMarket, #Investing, #INVH, #AMH, #COLD, #LINE, #WideMoatShow, #FinancialFreedom, #HighYield

today. Brad Thomas and Nicholas Ward break down a high yield dividend investing strategy built for investors who want reliable passive income without blindly chasing risky yields. In this episode of The Wide Moat Show, Nick shares how he is gradually shifting part of his personal portfolio toward high yield ETFs, closed-end funds, covered call funds, infrastructure funds, preferred securities, and international dividend funds as he prepares for retirement. Broadcasting from Ripley’s Aquarium in Myrtle Beach, South Carolina, Brad and Nick discuss how to build a diversified income portfolio designed to produce safe monthly and quarterly income, while still protecting long-term capital. They cover the tradeoffs of covered call strategies, the importance of NAV growth, why yield safety matters more than yield size, and how investors can think about transitioning from growth stocks to income investments over time. This episode includes discussion of funds and strategies tied to dividend growth investing, retirement income planning, passive income, utilities, infrastructure, REITs, preferred shares, BDCs, international diversification, and covered call ETFs. Nick also walks through the logic behind allocating a portion of a portfolio to higher yielding assets while avoiding the trap of owning funds that slowly erode in value. If you are looking for ideas on retirement investing, living off dividends, high yield portfolio construction, income investing, dividend ETFs, closed-end funds, and safe passive income strategies, this episode is packed with practical insight. Subscribe to The Wide Moat Show for more videos on dividend investing, REITs, retirement income, passive income, high yield stocks, market analysis, and long-term wealth building. 00:00 High yield investing strategy explained (don’t chase yield) 01:59 Transitioning from growth stocks to retirement income 04:29 DIVO breakdown: dividend + covered call income strategy 08:00 Covered calls, return of capital, and capped upside risks 11:59 SCHD: the dividend growth “anchor” in the portfolio 13:30 International exposure: IDVO and global dividend strategy 16:32 VYMI and why international stocks may outperform 17:32 Infrastructure investing: UTF and hard asset exposure 21:01 Utilities & data centers: UTG and AI-driven demand 27:00 Covered call ETFs, BDC risks, preferreds, and portfolio construction #dividendinvesting, #passiveincome, #highyield, #retirementplanning, #dividendstocks, #coveredcall, #incomeinvesting, #etfinvesting, #stockmarket, #financialfreedom, #dividendgrowth, #reitinvesting, #infrastructureinvesting, #portfolioincome, #yieldstrategy

📈 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/challenge2025 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 ---- ---- ---- The next AI wave has nothing to do with chips — and Wall Street hasn't priced it in yet. Jonathan Rose reveals 14 brain tech infrastructure stocks powering the Brain-Computer Interface (BCI) boom, plus one free trade setup on an under-the-radar company already generating cash flow.Brain tech isn't sci-fi. Merge Labs just closed a $250M seed round in January. Two of the most powerful investors in the world are racing into the same sector — and the public market hasn't caught up yet. This is a picks-and-shovels opportunity hiding in plain sight. In today's session, JR covers: 🧠 Why the BCI boom is bigger than Neuralink — and why you can't buy what matters yet 🔩 The 4 critical bottlenecks powering the brain tech supply chain: computing, memory, brain imaging & molecular reading 📋 14 public stocks across the brain tech infrastructure layer — including Nvidia ($NVDA), Micron ($MU), Broadcom ($AVGO), and 11 more 📅 The 3 catalysts that will move this sector: Neuralink's IPO (expected 2027), 13F filings, and commercial partnership announcements 🎯 Free Trade Setup: Bruker Corporation ($BRKR) — a vertical call spread with a 6-18 month thesis and defined risk 📅 Join Masters in Trading LIVE — every market day at 11:00 AM ET 🔔 Subscribe & hit the bell so you never miss a live session 🚨 JOIN THE FREE UOA CHALLENGE → https://investorplace.com/challenge2026 Learn to spot insider trades before the news hits — 100% transparent, 0% fluff. 📌 JOIN THE CONVERSATION: Comment below your favorite tickers or ask questions — we feature real trades live on air! #BrainTech #BrainComputerInterface #OptionsTrading #VerticalSpread #AIInvesting #Neuralink #BRKR #UnusualOptionsActivity #MastersInTrading #LiveTrading #StockMarket #AIStocks #JonathanRose #MITLive #InvestorPlace

📈 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/challenge2025 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/challenge2025 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

In this episode of Being Exponential, Luke Lango breaks down the intersection of geopolitics, AI infrastructure, energy, and financial markets — and why everything is converging right now. We start with the latest developments around the Iran blockade and what it means for global markets. With tensions rising around key oil routes like the Strait of Hormuz, energy markets, inflation expectations, and risk assets are all reacting in real time. Luke explains how geopolitical shocks translate into sector rotation across energy, defense, and tech stocks. From there, we dive into one of the most important debates in the future of AI: Orbital compute vs. nuclear power. As demand for AI data centers explodes, the question becomes: where does the energy come from? We explore whether the future of AI infrastructure will be powered by space-based data centers and orbital compute, or by next-generation nuclear energy, and what that means for the long-term AI investment thesis. We also cover the rise of Robinhood and prediction markets, and how platforms like these are changing the way investors think about probabilities, politics, and macro events. Are prediction markets becoming the new forward-looking signal for financial markets? Next, we tackle the recent wave of negative headlines around AI — from bubble fears to concerns about ROI and overspending. Luke breaks down why these concerns are surfacing now and whether they represent a real threat or just noise within a much larger AI supercycle. Finally, we zoom out to the big picture: the AI infrastructure boom. With hundreds of billions being poured into data centers, chips, networking, and energy systems, Luke explains why this buildout may still be in its early stages — and which parts of the ecosystem are positioned to benefit the most. If you want to understand how war, energy, AI infrastructure, fintech innovation, and macro trends are colliding to shape the next phase of markets — this episode connects the dots. 🎧 Subscribe to Being Exponential with Luke Lango for weekly insights on AI investing, geopolitics, macro trends, and exponential technologies. 📍Timestamps📍 01:08 - Iran update 4:22 - Buy the Dip Opportunities 11:40 - Orbital Compute vs. Nuclear 15:12 - Prediction Markets 20:36 - The Biggest AI Boom Headwind 30:24 - AI Infrastructure Opportunities 32:20 - The Next Elon Project Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #BeingExponential #LukeLango #IranBlockade #AIInfrastructure #ArtificialIntelligence #OrbitalCompute #NuclearEnergy #DataCenters #PredictionMarkets #Robinhood #StockMarketNews #TechStocks #ExponentialGrowth

In this episode of Being Exponential, Luke Lango breaks down the latest Iran ceasefire and what it means for markets, alongside major developments across AI, space, and next-gen tech. We start with the ceasefire in the Iran conflict and how markets are reacting. With oil prices falling and equities rallying, Luke explains how to interpret this shift — and whether this is a temporary relief bounce or the start of a broader risk-on environment. From energy and defense to tech and AI stocks, we connect the geopolitical dots to actionable market insights. Next, we dive into the surge in space stocks. From satellite networks to orbital compute and national security infrastructure, the space economy is heating up fast. Luke breaks down why space is becoming a critical layer of the AI infrastructure stack — and why investors are starting to pay attention. We also explore the growing role of AI in politics — from policy decisions and national strategy to how governments are shaping AI spending, regulation, and global competition. As AI becomes a geopolitical asset, politics is becoming one of the most important drivers of the AI trade. Then we spotlight Anthropic and the rise of Claude, one of the most powerful AI models in the market today. With increasing adoption and strong performance, Luke explains why Anthropic is emerging as a major player in the AI race — and what that could mean for a future IPO and broader AI competition. Finally, we cover Uber and the future of mobility, including how AI, autonomy, and logistics innovation are reshaping transportation, delivery, and real-world AI deployment. If you want to understand how geopolitics, AI, space tech, and real-world applications are converging to shape the next phase of markets — this episode connects the dots. 🎧 Subscribe to Being Exponential with Luke Lango for weekly insights on AI investing, macro trends, and exponential technologies. 📍Timestamps📍 01:14 - Ceasefire Update 14:25 - Stocks on an Uptrend 18:31 - AI & Politics 21:14 - The Space Trade 24:16 - Anthropic 31:35 - Uber Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #IranCeasefire #AIInvesting #SpaceStocks #ArtificialIntelligence #Anthropic #Uber #TechStocks #StockMarketNews #ExponentialGrowth

In this episode of Being Exponential, Luke Lango breaks down the rapidly evolving Iran conflict and ceasefire dynamics — and how investors should think about the ripple effects across markets, the Fed, jobs, and consumer behavior. We start with the Iran war and ceasefire outlook, where markets have been swinging violently between escalation and de-escalation headlines. Oil prices have surged above $110, triggering fears of inflation, stagflation, and global slowdown, while stocks have dipped into correction territory before rebounding on signs of diplomacy. Luke explains how to translate geopolitics into actionable investing frameworks — including sector rotation, energy shocks, and why markets have become increasingly headline-driven in a geopolitical world. From there, we dive into the Federal Reserve and interest rates. With the war pushing inflation higher through energy prices, the Fed faces a difficult balancing act: fight inflation or support growth. While policymakers still expect rate cuts later in the year, higher oil prices may delay that path and keep rates elevated longer than expected. We also unpack the state of the job market and consumer spending. Despite rising gas prices and inflation concerns, consumer confidence has held up surprisingly well — supported by a resilient labor market — though forward expectations are weakening as uncertainty grows. Finally, we tackle a major structural shift in finance: private equity moving into 401(k)s. As traditional portfolios struggle in a volatile environment, institutional capital is increasingly flowing into private markets — raising big questions about liquidity, risk, and the future of retirement investing. If you want to understand how war, inflation, interest rates, consumer behavior, and private markets are colliding to shape the next phase of the economy — this episode connects the dots. 🎧 Subscribe to Being Exponential with Luke Lango for weekly insights on AI investing, macro trends, geopolitics, and exponential technologies. 📍Timestamps📍 01:07 - Ceasefire 28:18 - Consumer Spending Trends 35:31 - Jobs Report 37:51 - PE & 401ks Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #LukeLango #IranConflict #StockMarketNews #FederalReserve #InterestRates #Inflation #ConsumerSpending #PrivateEquity #401k #hashtags

In this episode of Being Exponential, Luke Lango breaks down the Iran war and its potential market outcomes — and how this geopolitical shock is colliding with the biggest technological revolution of our time: artificial intelligence. We start with the Iran conflict and global markets, where rising oil prices, supply chain disruptions, and inflation risks are reshaping investor expectations. With energy prices spiking and key trade routes like the Strait of Hormuz under threat, the ripple effects are being felt across stocks, commodities, and global growth forecasts. From there, we dive into the AI growth story — and the growing debate around whether it’s still intact. While AI infrastructure spending remains massive, the war is exposing vulnerabilities in semiconductors, energy supply, and data center expansion, raising the question: is this a temporary disruption… or the start of a bear case for AI stocks? We also explore the state of robotics and physical AI, as intelligence moves from the cloud into the real world — powering autonomous systems, industrial automation, and next-generation defense technologies. Then we look ahead to quantum computing, one of the most important long-term trends in tech. While still years away from full-scale commercialization, quantum is rapidly advancing — and could reshape everything from cybersecurity to financial markets in the next decade. Finally, we break down what’s happening in precious metals and crypto markets. Surprisingly, gold and silver have sold off despite geopolitical tensions, while Bitcoin has shown unexpected strength — highlighting just how unusual this market environment has become. If you want to understand how war, AI, energy, robotics, quantum computing, metals, and crypto are all converging to shape the next phase of the global economy — this episode connects the dots. 🎧 Subscribe to Being Exponential with Luke Lango for weekly insights on AI investing, geopolitics, macro trends, and exponential technologies. 📍Timestamps📍 01:02 - Airline Trouble Silver Linings 04:27 - Iran War Update 16:55 - AI Market Bull & Bear story 27:59 - Robotics 35:40 - Quantum, Precious Metals, & Crypto Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #BeingExponential #LukeLango #IranWar #AIInvesting #EnergyMarkets #Robotics #Bitcoin #StockMarketNews

The NASDAQ just snapped its 13-day winning streak—but is this just a healthy pause or something more serious? In this episode, Louie Navellier breaks down the market pullback, massive corporate buyback wave coming in May, and shares his 4 favorite tanker stocks with earnings growth up to 346%! We cover Micron Technology's dominance in analyst revisions, Kevin Warsh's upcoming Fed confirmation hearing, the Iran situation and Strait of Hormuz reopening timeline, plus why US corporations are set to repurchase a record $1 trillion in shares this year. 🔔 Subscribe to Navellier MarketBuzz for daily market analysis and stock picks: https://www.youtube.com/@navelliermarketbuzz?sub_confirmation=1 VIDEO CHAPTERS: 0:20 - Micron's Earnings Revisions Dominance 1:05 - Kevin Warsh Fed Hearing Preview 2:01 - March Retail Sales Breakdown 2:40 - Strait of Hormuz Reopening 3:28 - Why Markets Ignore Iran Risk 4:20 - $428B Corporate Buyback Wave 5:32 - What is a Tanker Day Rate? 6:06 - Stock #1: (120% Earnings Growth) 6:29 - Stock #2: (167% Earnings Growth) 6:50 - Stock #3: (346% Earnings Growth) 7:16 - Stock #4: (148% Earnings Growth) 8:00 - Subscriber Q&A 8:08 - Small Cap Stocks 9:24 - NYT stock 9:46 - NFLX stock 10:41 - SMCI stock 11:43 - COLL stock 12:27 - ELE stock 13:27 - Where is the missing oil? 15:19 - AXON stock 16:16 - Giveaway! Fill out this form for the Giveaway! https://forms.gle/jUoJwJsoaW6KhC8G8 📲 Follow us on social media: X (Twitter): https://x.com/NavMarketBuzz Instagram: https://www.instagram.com/navelliermarketbuzz Substack: https://substack.com/@louisnavellier ---------------------------------------------------------------------------------------------------- My New Book is Out! 🎉 Get Your Copy 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/ #NavellierMarketBuzz #stocks #investing #TankerStocks #StockMarketNews #INSW #STNG #Navellier #MarketBuzz #StockPicks #EnergyStocks #ShippingStocks #NASDAQPullback #CorporateBuybacks #StockMarketAnalysis #MicronStock Navellier & Associates owns Nvidia Corp (NVDA), Super Micro Computer, Inc. (SMCI), Micron Tech (MU), Tsakos Energy Navigation Limited (TEN), Okeanis Eco Tankers Corp. (ECO), Scorpio Tankers Inc. (STNG), International Seaways, Inc. (INSW), and Intellicheck Inc (IDN), in managed accounts. A few accounts own Netflix, Inc. (NFLX), per client request. We do not own New York Times (NYT), AXON Enter (AXON), Collegium Pharm (COLL), and Elemental Royalty (ELE) in managed accounts. Louis Navellier and his family own Nvidia Corp (NVDA), Super Micro Computer, Inc. (SMCI), Micron Tech (MU), Tsakos Energy Navigation Limited (TEN), Okeanis Eco Tankers Corp. (ECO), Scorpio Tankers Inc. (STNG), International Seaways, Inc. (INSW), and Intellicheck Inc (IDN), via a Navellier managed account and Nvidia Corp (NVDA), and Netflix, Inc. (NFLX), in a personal account. They do not own New York Times (NYT), AXON Enter (AXON), Collegium Pharm (COLL), and Elemental Royalty (ELE).

This week's earnings calendar is PACKED. We're breaking down 13 major companies reporting — from Tesla's delivery numbers to Boeing's production turnaround to ServiceNow riding the AI wave. Video Chapters: 0:15 - Earnings Preview 0:22 - DR Horton (DHI) 1:04- 3M, Boeing, Lockheed, GE Vernova 5:03 - United Airlines, Union Pacific 7:36 - UnitedHealth Group (UNH) 9:59 - Lam Research, ServiceNow 10:40 - Tesla (TSLA) 12:38 - American Express (AXP) 14:03 - AT&T (T) 14:54 - Giveaway Info! 👍 Like, subscribe, and turn on notifications for weekly market insights. 📲 Follow us on social media: X (Twitter): https://x.com/NavMarketBuzz Instagram: https://www.instagram.com/navelliermarketbuzz Substack: https://substack.com/@louisnavellier Links mentioned in video: Paul Hickeys Links: https://www.bespokepremium.com/ Fill out this form for the Giveaway! https://forms.gle/jUoJwJsoaW6KhC8G8 My New Book is Out! 🎉 Get Your Copy Here: 👉 Sacred Truths of Investing https://a.co/d/0WXtqZr Listen to Market Buzz on Spotify! https://open.spotify.com/show/5Whlprq... ---------------------------------------------------------------------------------------------------- 💡 📊 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/ #NavellierMarketBuzz #StockMarket #Investing #Stocks #Stocks #Earnings #Tesla #Boeing #ServiceNow #StockMarket #Investing #EarningsPreview #AI #Semiconductors #Defense #Healthcare #Transportation #Finance Navellier & Associates owns (NVDA), (LRCX), (BE), (UNH), and (GEV),  in managed accounts. We do not own (DHI), (MMM), (BA), (LMT), (UAL), (UNH), (NOW), (TSLA), (AXP), and (T). Louis Navellier and his family own (NVDA), (LRCX), (BE), (UNH), and (GEV), via a Navellier managed account and Nvidia Corp (NVDA), in a personal account.  They do not own (DHI), (MMM), (BA), (LMT), (UAL), (UNH), (NOW), (TSLA), (AXP), and (T) personally.

Bespoke Investment Group's Paul Hickey breaks down the narrow market rally, reveals his Triple Play stocks and Bespoke 50 picks, and explains whether 2026 could rival 1999. Plus, we preview 13 major earnings reports including Tesla, Boeing, ServiceNow, and Lam Research. Paul analyzes critical market breadth signals — the S&P 500 went from oversold to overbought in days, but the cumulative A/D line is lagging. Are high momentum stocks the only game in town? Video Chapters: 0:57 - TACO Trade & Iran 2:43 - High Momentum Stocks Leading 4:07 - Market Breadth Warning 5:13 - Bespoke Triple Play Stocks 8:42 - Bespoke 50 Stock Picks 16:50 - Bonus stock pick 17:48 - Could 2026 Be Like 1999? 20:49 - Giveaway Info! 👍 Like, subscribe, and turn on notifications for weekly market insights. 📲 Follow us on social media: X (Twitter): https://x.com/NavMarketBuzz Instagram: https://www.instagram.com/navelliermarketbuzz Substack: https://substack.com/@louisnavellier Links mentioned in video: Paul Hickeys Links: https://www.bespokepremium.com/ Fill out this form for the Giveaway! https://forms.gle/jUoJwJsoaW6KhC8G8 My New Book is Out! 🎉 Get Your Copy Here: 👉 Sacred Truths of Investing https://a.co/d/0WXtqZr Listen to Market Buzz on Spotify! https://open.spotify.com/show/5Whlprq... ---------------------------------------------------------------------------------------------------- 💡 📊 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/ #NavellierMarketBuzz #stocks #investing #Stocks #Investing #BespokeInvestmentGroup #PaulHickey #Tesla #Boeing #EarningsPreview #SP500 #StockMarket –––––––––––––––––––––––––––––– Music: Hypnosis by meloddict     / meloddict   License: Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://audiolibrary.com.co/meloddict... Music promoted by Audio Library:      • Melodic, Progressive, Trance No Copyright ...   –––––––––––––––––––––––––––––– Navellier & Associates owns (NVDA), and (MU) in managed accounts. We do not own (PL), (SBUX), (SHAK), (TSM), and (ABNB). Louis Navellier and his family own (NVDA), and (MU)  via a Navellier managed account and Nvidia Corp (NVDA), in a personal account.  They do not own (PL), (SBUX), (SHAK), (TSM), and (ABNB).

The stock market is rallying even as the US Navy blockades the Strait of Hormuz. Louie Navellier breaks down why markets are ignoring geopolitical chaos, what the latest PPI report means for Fed rate cuts, and answers your questions on Palantir's downtrend, Intel's pop, and oil stocks positioned for upside. Video Chapters: 0:30 Markets Rally During Iran Blockade 2:00 - Why Is the Stock Market Ignoring the Strait of Hormuz Crisis? 3:12 - PPI Report: Food & Energy Inflation Breakdown 4:41 - Why is the Market Surging 7:00- Subscriber Q&A: APLD & IREN 8:37 - Corning (GLW) 9:51 - AXON 12:13- Bloom Energy Surging 13:25 - Oil Repair Stocks 14:32 - ISSC 15:10 - Intel 16:09 - Palantir 18:06 - SanDisk Update 19:24 - Giveaway! Fill out this form for the Giveaway! https://forms.gle/jUoJwJsoaW6KhC8G8 👍 Like, subscribe, and turn on notifications for weekly market insights. 📲 Follow us on social media: X (Twitter): https://x.com/NavMarketBuzz Instagram: https://www.instagram.com/navelliermarketbuzz Substack: https://substack.com/@louisnavellier Links mentioned in video: My New Book is Out! 🎉 Get Your Copy Here: 👉 Sacred Truths of Investing https://a.co/d/0WXtqZr Listen to Market Buzz on Spotify! https://open.spotify.com/show/5Whlprq... ---------------------------------------------------------------------------------------------------- 💡 📊 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/ #NavellierMarketBuzz #StockMarket #Investing #Stocks #MarketNews #StockMarketNews #TodaysMarket #MarketAnalysis #StockPicks Navellier & Associates owns (NVDA), (JPM), (C), (PLTR), (CIEN), (UI), (MU) (STX), (BE), and (GEV),  in managed accounts. We do not own (BLK), (APLD), (GS), (IREN), (GLW), (AXON), (ISSC), (INTC) and (SNDK). Louis Navellier and his family own (NVDA), (PLTR), (CIEN), (UI), (MU) (STX), (BE), and (GEV), via a Navellier managed account and Nvidia Corp (NVDA), in a personal account.  They do not own (BLK), (APLD), (GS), (IREN), (GLW), (AXON), (ISSC), (INTC), ), (JPM), (C), and (SNDK).

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

📍 In this episode: 🕒 Timestamps: 👤About Larry Benedict Larry Benedict, a 40-year trading veteran and former billionaire hedge fund manager, delivered a 20-year winning streak to his clients through some of the worst market meltdowns. Now he helps everyday traders profit with hedge fund-level insights, strategies, and trade recommendations. 👤 About Eric Shamilov Eric Shamilov has over a decade of experience in trading and research. He began his career trading commodities for Henry Kaufman’s family office and later became the head trader of a quant-focused macro desk. More recently, he has been trading managed accounts for family offices and working alongside Larry Benedict. 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 brings 20 years of investment industry experience. That includes providing research for some of the largest institutions in the world, including Fidelity, Capital Group, and Citadel. He managed more than $2 billion in assets incorporating quantitative, fundamental, and technical disciplines. Clint also holds a bachelor’s and a master’s degree in finance. 📢 Stay Connected 📢 Email: [email protected] Website: https://www.opportunistictrader.com/ #LarryBenedict #OneTickerTrader #Trading #StockMarket #Volatility #FedMoves #Premarket DISCLOSURE Investing always involves the risk of loss. You should never invest more than you are willing to lose. Past results are no guarantee of any future result. Trading With Larry Live is presented by Opportunistic Trader. Opportunistic Trader is a publishing company and the indicators, strategies, reports, articles, and all other features of our products — including these videos — are provided for informational and educational purposes only. For this reason, 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 these videos, in our newsletters and reports, or on our website as personalized investment advice. If you have any questions or want more information about Opportunistic Trader and our policies, you can call our Member Services team Monday–Friday, 9 a.m.–5 p.m. ET at 888-206-3481 or email them at [email protected]

📍 In this episode: Larry Benedict and Eric Shamilov examine a market at all-time highs while a geopolitical powder keg sits in the background. With JD Vance's plane still on the ground, an Iran ceasefire deadline looming, and the Strait of Hormuz still closed, Larry and Eric debate whether the S&P's 13-day winning streak is a rational trade or a full-blown casino driven by retail FOMO. Larry gives his unfiltered take on Trump's CNBC appearance, tears apart the "greatest deal of all time" narrative, and makes the case that the market is dangerously ignoring the reality on the ground. They also dig into who controls the Fed, Tesla's surprising lag in the Mag 7, whether gold is due for a major reversal, and Larry's prediction markets product in beta. 🕒 Timestamps: 2:00 - Welcome & Today's Big Bet 3:00 - Prediction Markets: The New Edge 4:55 - Trump on CNBC: Real Talk or Reality TV? 10:00 - The Stock Market Is a Casino — Period 12:13 - Amazon's $100B Deal Nobody Noticed 13:46 - Can Trump Actually Control the Fed? 16:17 - The Same Broken Record, Every Single Day 17:10 - Will Vance Board That Plane? 20:13 - Iron Condor Recap & Today's Setup 24:14 - S&P at All-Time Highs — Are You Kidding Me? 27:33 - The Market Doesn't Care 29:29 - Nasdaq Key Level to Watch Right Now 30:32 - 14-Day Win Streak: Where's the Profit Taking? 33:38 - Earnings Season Is a Mess 37:52 - Hedge Funds, CTAs, and the FOMO Stampede 41:59 - Retail Traders and the New Casino 43:14 - Larry's Trade Positioning 46:27 - Where Is Marco Rubio? 48:19 - Is Gold a Massive Short Right Now? 50:17 - Gold vs. S&P: The Numbers Don't Lie 51:00 - Trump's Tariff Threat Sounds Like the Mob 51:30 - Final Trade Strategy Before the Open 55:14 - Good Luck Out There 👤About Larry Benedict Larry Benedict, a 40-year trading veteran and former billionaire hedge fund manager, delivered a 20-year winning streak to his clients through some of the worst market meltdowns. Now he helps everyday traders profit with hedge fund-level insights, strategies, and trade recommendations. 👤 About Eric Shamilov Eric Shamilov has over a decade of experience in trading and research. He began his career trading commodities for Henry Kaufman’s family office and later became the head trader of a quant-focused macro desk. More recently, he has been trading managed accounts for family offices and working alongside Larry Benedict. 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 brings 20 years of investment industry experience. That includes providing research for some of the largest institutions in the world, including Fidelity, Capital Group, and Citadel. He managed more than $2 billion in assets incorporating quantitative, fundamental, and technical disciplines. Clint also holds a bachelor’s and a master’s degree in finance. 📢 Stay Connected 📢 Email: [email protected] Website: https://www.opportunistictrader.com/ #LarryBenedict #OneTickerTrader #Trading #StockMarket #Volatility #FedMoves #Premarket DISCLOSURE Investing always involves the risk of loss. You should never invest more than you are willing to lose. Past results are no guarantee of any future result. Trading With Larry Live is presented by Opportunistic Trader. Opportunistic Trader is a publishing company and the indicators, strategies, reports, articles, and all other features of our products — including these videos — are provided for informational and educational purposes only. For this reason, 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 these videos, in our newsletters and reports, or on our website as personalized investment advice. If you have any questions or want more information about Opportunistic Trader and our policies, you can call our Member Services team Monday–Friday, 9 a.m.–5 p.m. ET at 888-206-3481 or email them at [email protected]

📍 In this episode: Larry Benedict and Eric Shamilov open with a deep dive into the Avis short squeeze — drawing direct parallels to the legendary Volkswagen corner — and explain exactly why Hertz can't be squeezed the same way. From there, Larry makes the case that Trump is actively moving markets with fabricated Iran deal headlines, calling it what it is: market manipulation on a presidential scale. The duo dissects China's covert role in bankrolling Iran, why the Strait of Hormuz remains a powder keg regardless of ceasefire extensions, and why oil is quietly setting up for a run back above $100 — even if a deal gets done. They also weigh in on Tesla earnings ahead of the bell, why Larry thinks Elon Musk's real focus is the upcoming SpaceX IPO, and why he has zero interest in Bitcoin at current levels. 🕒 Timestamps: 3:42 - The Avis Short Squeeze Nobody Saw Coming 9:53 - Is Someone Running the Market? 13:44 - China's Dirty Secret in the Iran Standoff 18:09 - Trump's Billions: Is This Un-American? 22:14 - Fake Headlines, Real Moves — The Taco Trade Exposed 27:17 - War Back On? Mapping Today's Market Scenarios 32:41 - Oil: Why a Peace Deal Might Not Drop the Price 36:48 - Bitcoin & Tesla: Larry's Honest Take 41:39 - The Next Three Weeks: Brace for Algo Chaos 46:58 - Iron Condors vs. Straddles — Which One Wins Today? 55:27 - Oil Setup & What to Watch at the Close 57:30 - SpaceX IPO, New Products & What's Coming Next 👤About Larry Benedict Larry Benedict, a 40-year trading veteran and former billionaire hedge fund manager, delivered a 20-year winning streak to his clients through some of the worst market meltdowns. Now he helps everyday traders profit with hedge fund-level insights, strategies, and trade recommendations. 👤 About Eric Shamilov Eric Shamilov has over a decade of experience in trading and research. He began his career trading commodities for Henry Kaufman’s family office and later became the head trader of a quant-focused macro desk. More recently, he has been trading managed accounts for family offices and working alongside Larry Benedict. 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 brings 20 years of investment industry experience. That includes providing research for some of the largest institutions in the world, including Fidelity, Capital Group, and Citadel. He managed more than $2 billion in assets incorporating quantitative, fundamental, and technical disciplines. Clint also holds a bachelor’s and a master’s degree in finance. 📢 Stay Connected 📢 Email: [email protected] Website: https://www.opportunistictrader.com/ #LarryBenedict #OneTickerTrader #Trading #StockMarket #Volatility #FedMoves #Premarket DISCLOSURE Investing always involves the risk of loss. You should never invest more than you are willing to lose. Past results are no guarantee of any future result. Trading With Larry Live is presented by Opportunistic Trader. Opportunistic Trader is a publishing company and the indicators, strategies, reports, articles, and all other features of our products — including these videos — are provided for informational and educational purposes only. For this reason, 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 these videos, in our newsletters and reports, or on our website as personalized investment advice. If you have any questions or want more information about Opportunistic Trader and our policies, you can call our Member Services team Monday–Friday, 9 a.m.–5 p.m. ET at 888-206-3481 or email them at [email protected]

📍 In this episode: Larry Benedict and Eric Shamilov debate a historic run in the Nasdaq. With VIX inexplicably spiking 10% on a nearly flat market, oil surging 7% overnight, and the Strait of Hormuz closed again, the two dig into why the market is shrugging off every geopolitical risk signal and pricing in utter perfection. The conversation also covers the mechanics of how market makers are running in front of retail and institutional order flow to fuel the feedback loop, a fascinating theory connecting Iran's bitcoin mining to BTC's recent price action, and what Kevin Warsh's potential Fed chairmanship could mean for the dot plot and forward guidance. 🕒 Timestamps: 3:43 - VIX Up 10% on a Flat Market 4:58 - Historic Nasdaq Streak 6:01 - The Iran Deal: Smoke, Mirrors, and Sweeteners 9:07 - Market Pricing in Utter Perfection 9:36 - Oil Up 7% and Nobody Cares? 12:50 - Insider Trading, Poly Market & the Administration 15:03 - "The Market Is Off Its Meds" 17:29 - The $80 Oil Floor — Will It Hold? 20:33 - The Psychology Shift Driving This Rally 22:36 - The Sickest Move Larry Has Seen in 40 Years 26:12 - The $38 Straddle 27:09 - Gold and the S&P: Same Trade? 29:41 - Larry's First Short of the Whole Move 32:09 - How Market Makers Are Front Running Your Orders 35:34 - Why Larry Won't Put a Trade On 44:27 - Panicked Texts Two Weeks Ago vs. Euphoria Today 47:52 - Kevin Warsh, the Dot Plot & the Future of the Fed 52:29 - Strait of Hormuz: Open, Closed, or Does Anyone Care? 54:26 - Bitcoin's Surprising Iran Connection 56:26 - Final Word: Sell the Straddle or Sit This One Out? 👤About Larry Benedict Larry Benedict, a 40-year trading veteran and former billionaire hedge fund manager, delivered a 20-year winning streak to his clients through some of the worst market meltdowns. Now he helps everyday traders profit with hedge fund-level insights, strategies, and trade recommendations. 👤 About Eric Shamilov Eric Shamilov has over a decade of experience in trading and research. He began his career trading commodities for Henry Kaufman’s family office and later became the head trader of a quant-focused macro desk. More recently, he has been trading managed accounts for family offices and working alongside Larry Benedict. 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 brings 20 years of investment industry experience. That includes providing research for some of the largest institutions in the world, including Fidelity, Capital Group, and Citadel. He managed more than $2 billion in assets incorporating quantitative, fundamental, and technical disciplines. Clint also holds a bachelor’s and a master’s degree in finance. 📢 Stay Connected 📢 Email: [email protected] Website: https://www.opportunistictrader.com/ #LarryBenedict #OneTickerTrader #Trading #StockMarket #Volatility #FedMoves #Premarket DISCLOSURE Investing always involves the risk of loss. You should never invest more than you are willing to lose. Past results are no guarantee of any future result. Trading With Larry Live is presented by Opportunistic Trader. Opportunistic Trader is a publishing company and the indicators, strategies, reports, articles, and all other features of our products — including these videos — are provided for informational and educational purposes only. For this reason, 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 these videos, in our newsletters and reports, or on our website as personalized investment advice. If you have any questions or want more information about Opportunistic Trader and our policies, you can call our Member Services team Monday–Friday, 9 a.m.–5 p.m. ET at 888-206-3481 or email them at [email protected]

🔔 Gain an instant edge over Wall Street: TopStocksLetter.com The stock market isn’t always driven by valuation. Sometimes… it’s driven by breakthroughs. And right now, one of the biggest opportunities in the market isn’t coming from software, AI, or even traditional biotech pipelines. It’s coming from a single, game-changing shift: What happens when weight loss drugs become cheap, scalable… and massively accessible? We’re talking about Eli Lilly and Novo Nordisk — two pharmaceutical giants at the center of what could be the largest drug boom in history… and a market where billions of dollars — and millions of lives — are on the line. So the real question is: Is this the beginning of a multi-decade healthcare revolution… or are expectations already too high? We break down the science, economics, and investment implications behind one of the fastest-growing markets in the world today. Welcome to the next mega trend in biotech. CAN’T WATCH THE FULL EPISODE? START HERE: 1:20 – The Breakthrough: A Weight Loss Pill 5:00 – Why This Changes Everything 9:30 – Pills vs Injectables 14:20 – How These Drugs Actually Work 20:00 – Health Benefits Beyond Weight Loss 27:00 – The Size of the Market Opportunity 36:50 – Lilly’s Manufacturing Advantage 40:15 – Novo vs Lilly: Who Wins? 48:45 – The Future: “Superhuman” Drugs 📈 In this episode of TOP STOCKS, host Matt Weinschenk sits down with biotech expert Dave to break down one critical question: Could weight loss drugs become the biggest pharmaceutical opportunity of our lifetime? This isn’t just another drug cycle. It’s a fundamental shift in how medicine treats obesity — one of the largest and most expensive health challenges in the world. And now, everything is accelerating. With: • A newly approved pill that could slash costs by up to 90% • Comparable effectiveness to blockbuster injectable drugs • The potential for billions of doses to be manufactured annually • A growing patient base across all age groups • And a pipeline of next-gen drugs that go beyond fat loss …this space is evolving faster than almost anyone expected. We break down: • Why Eli Lilly’s new pill could be a true game changer • The key difference between chemical pills and biologic injectables • How GLP-1 drugs actually work (and why they’re so effective) • The massive health benefits beyond weight loss (heart, liver, inflammation) • Why weight loss drugs could become a lifelong treatment for millions • The real reason these drugs are “printing money” for pharma companies • How manufacturing — not demand — is the current bottleneck • Why Lilly may have a major cost advantage going forward • The bull vs bear case for Novo Nordisk • The next wave of drugs: muscle-building + fat-loss combinations • Why future treatments could create “superhuman” health outcomes This isn’t just a conversation about two stocks. It’s a deep dive into how science, scale, and economics are colliding to reshape one of the largest markets in healthcare. 👤 ABOUT THE GUEST: David Lashmet • Biotech expert and industry insider • Deep knowledge of drug development and pharma economics • Focused on breakthrough therapies and long-term trends 📈 ABOUT TOP STOCKS: Serious analysis on the companies and forces shaping the next decade of wealth creation. Hosted by Matt Weinschenk — investment analyst and economist with over two decades of experience — Top Stocks goes beyond headlines to explain how markets actually work. ⏱️ CHAPTERS: 0:00 – Why This Could Be the Biggest Biotech Opportunity Ever 1:20 – The New Weight Loss Pill Explained 9:30 – Pills vs Injectables 14:20 – How GLP-1 Drugs Work 20:00 – Health Impact Beyond Weight Loss 27:00 – Market Size & Growth Potential 36:50 – Lilly’s Manufacturing Strategy 40:15 – Novo vs Lilly 48:45 – The Future of Weight Loss Drugs 📅 This episode was recorded in April 2026. All market insights discussed 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 #Investing #Biotech #EliLilly #NovoNordisk #WeightLossDrugs #StockMarket #Healthcare #Pharma #WealthBuilding

🔔 Gain an instant edge over Wall Street: TopStocksLetter.com The stock market isn’t a casino. But more and more people are treating it like one. From sports betting apps to meme coins and speculative trades, a growing number of investors are chasing quick wins — without understanding how wealth is actually built. So the real question now is: Are you investing… or just gambling with better branding? We break down why speculation is rising, what most people misunderstand about how markets work, and why the real path to wealth has nothing to do with hitting a “10x” trade. Welcome to the truth about building wealth. CAN’T WATCH THE FULL EPISODE? START HERE: 1:37 – Gambling vs Investing 2:20 – Why Speculation Feels Necessary 6:38 – How Wealth Is Actually Created 10:08 – Dividend Growth Investing Explained 13:25 – Why Buybacks Can Be Misleading 16:21 – AI Investing: Who Actually Wins? 20:00 – The Long-Term Mindset 33:12 – Why Optimism Still Wins 📈 In this episode of TOP STOCKS, host Matt Weinschenk sits down with David Johnson, CEO of The Bahnsen Group, to explore one critical question: Why are so many investors chasing short-term wins… instead of building long-term wealth? Speculation has never been more accessible. But that doesn’t mean it’s more effective. With: • The rise of sports betting, prediction markets, and meme assets • A generation feeling financially “behind” • Social media amplifying comparison and risk-taking • Confusion between investing and gambling • Massive hype around AI and high-growth stocks …are investors focusing on the wrong game entirely? We break down: • The key difference between gambling and investing • Why speculation is psychologically appealing (and dangerous) • How real wealth is created through businesses — not trades • The power of dividend growth and compounding • Why high-yield stocks can be a trap • The truth about stock buybacks vs real shareholder returns • How companies actually generate long-term value • Why AI hype may not translate into investor returns • The importance of opportunity cost in investing • Why patience — not timing — builds wealth This isn’t just a conversation about stocks. It’s a framework for thinking about money, risk, and how wealth is actually built over time. 👤 ABOUT THE GUEST: David Johnson CEO, The Bahnsen Group • Manages over $9 billion in assets • Dividend-focused investor and macro thinker • Author of Dividend Café • Focuses on income investing, capital allocation, and long-term wealth building 📈 ABOUT TOP STOCKS: Serious analysis on the companies and forces shaping the next decade of wealth creation. Hosted by Matt Weinschenk — investment analyst and economist with over two decades of experience — Top Stocks goes beyond headlines to explain how markets actually work. ⏱️ CHAPTERS: 0:00 – Why Investing Is Being Confused With Gambling 1:37 – Gambling vs Investing 6:38 – How Wealth Is Actually Created 10:08 – Dividend Growth Investing 13:25 – Buybacks vs Dividends 16:21 – AI Investing Reality 20:00 – The Long-Term Mindset 33:12 – Optimism & The Future 📅 This episode was recorded on 03/09/2026. All market insights discussed reflect conditions as of that date. ⚠️ 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 #Investing #StockMarket #DividendStocks #WealthBuilding #PersonalFinance #AI #Finance #LongTermInvesting #Money

AI could reshape the economy. Index funds may be distorting markets. And one legendary short seller is warning investors that the biggest risks today aren’t the ones most people are talking about. So the real question now is: Are markets quietly setting up for a major shift… and are investors prepared for what comes next? We break down how AI could impact jobs, why passive investing flows may be changing market dynamics, and how corporate “gray-zone” behavior — not outright fraud — could become one of the biggest risks in the next downturn. Welcome to the uncomfortable side of modern markets. CAN’T WATCH THE FULL EPISODE? START HERE: 1:52 – Why Deep Research Still Matters in Today’s Market 5:52 – Index Flows and Stocks That “Can’t Go Down” 9:12 – Carson Block’s Sudden AI Wake-Up Call 13:02 – How AI Could Replace Knowledge Workers 21:44 – Could Job Losses Trigger Market Selling? 25:40 – Fraud vs. the Corporate “Gray Zone” 29:16 – What Enron Really Teaches Investors 34:38 – The Mental Toll of Short Selling 38:32 – Carson’s Biggest Fear About the Future 📈 In this episode of TOP STOCKS, host Matt Weinschenk sits down with legendary activist short seller Carson Block, founder of Muddy Waters Research, to explore one big question: Is AI accelerating risks in markets — and could passive investing make the next downturn more severe? Markets today look very different from the past. With: • Massive flows into index funds that buy stocks regardless of fundamentals • Momentum-driven narratives that can keep valuations elevated • Rapid advances in AI that may reshape employment and demand • Companies operating in legal but economically misleading “gray zones” • Investors increasingly relying on technical signals instead of deep research …are we building toward a structural shift in how markets behave? We break down: • Why Carson Block believes index inclusion can amplify stock bubbles • How AI productivity gains could lead to layoffs among high-paid knowledge workers • What a slowdown in retirement and passive inflows could mean for stocks • Why most corporate risk isn’t outright fraud — but narrative distortion • Lessons from Enron, WeWork, and other market blowups • How activist short sellers identify broken business models • Why momentum and market structure now matter more than fundamentals • The psychological toll of betting against the market • Whether AI could trigger broader economic instability • Why Carson recently did a “complete 180” on his outlook This isn’t just a conversation about short selling. It’s a deep dive into market structure, technological disruption, and how investors should think about risk in an era where narratives, flows, and exponential innovation are reshaping finance. 👤 ABOUT THE GUEST: Carson Block Founder, Muddy Waters Research • One of the world’s most well-known activist short sellers • Focuses on uncovering corporate fraud, weak business models, and misleading narratives • Has influenced major market debates around transparency, governance, and valuation 📈 ABOUT TOP STOCKS: Serious analysis on the companies and forces shaping the next decade of wealth creation. Hosted by Matt Weinschenk — investment analyst and economist with over two decades of experience — Top Stocks goes beyond headlines to explain how markets actually work. ⏱️ CHAPTERS: 0:00 – Stocks That Seem Impossible to Short 1:52 – Why Research Still Matters 5:52 – Index Funds and Momentum Risks 9:12 – AI Changes Carson’s Outlook 13:02 – Job Loss Risk From AI 21:44 – Passive Flows and Market Stability 25:40 – Fraud vs. the Gray Zone 29:16 – Enron Misunderstood 34:38 – Inside the Mind of a Short Seller 38:32 – Fear of an AI-Driven Shock 41:12 – Final Thoughts 📅 This episode was recorded on 03/04/2026. All market insights discussed reflect conditions as of that date. ⚠️ 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 #AI #StockMarket #IndexFunds #Investing #MarketRisk #ShortSelling #Finance #PassiveInvesting #EconomicOutlook

Crypto has been crushed. Bitcoin fell from $120,000 to around $70,000. Ethereum dropped from $4,500 to near $2,000. So the real question now is: Is this the end of crypto’s run… or the setup for Ethereum to become the next trillion-dollar asset? We break down what Ethereum actually is — not just as a cryptocurrency, but as the financial infrastructure behind stablecoins, tokenized assets, smart contracts, and the next wave of onchain applications. Welcome to the real investment case for crypto. CAN’T WATCH THE FULL EPISODE? START HERE: 1:30 – The WallStreet.com Story and Seeing Around Corners 5:24 – What’s Next for Crypto After the Selloff 19:03 – What Ethereum Does That Bitcoin Can’t 25:20 – The Biggest Use Case on Ethereum Right Now 37:58 – Stablecoins, Stripe, and the Payments Opportunity 47:30 – Why Ethereum Could Rise in Value 57:12 – AI Agents, Blockchain, and What Comes Next 📈 In this episode of TOP STOCKS, host Matt Weinschenk sits down with crypto expert Eric Wade to answer one big question: Is Ethereum one of the most important assets in the digital economy — and could it still be massively undervalued? Bitcoin may be the most recognized name in crypto. But Ethereum powers a different side of the ecosystem entirely. With: • Smart contracts that automate financial transactions • Stablecoins increasingly used for payments and transfers • Tokenized treasuries, money markets, and real-world assets moving onchain • Major financial firms building products on Ethereum • Layer-2 networks expanding Ethereum’s speed and scale • A token model tied directly to usage, staking, and supply dynamics …is Ethereum becoming the core infrastructure layer of digital finance? We break down: • Why crypto may still be in a bull market despite a brutal drawdown • Why Ethereum is fundamentally different from Bitcoin • What smart contracts are and why they matter • The lending boom and why it’s currently blockchain’s biggest use case • How BlackRock, Fidelity, and other institutions are building on Ethereum • Why stablecoins could become the payment rails of the internet • What “tokenization” actually means in the real world • Why Ethereum’s token may gain value as more activity moves onchain • The role of staking, gas fees, and supply burn in Ethereum’s design • Why AI agents and crypto could eventually work together • Where meme coins fit into the ecosystem — and why investors should be careful • Why Eric Wade believes Ethereum could become the next trillion-dollar crypto This isn’t just a conversation about price. It’s a deep dive into what Ethereum actually does, why major financial players are taking it seriously, and whether this selloff could be creating one of the biggest asymmetric opportunities in digital assets. 👤 ABOUT THE GUEST: Eric Wade Crypto expert, Stansberry Research • Veteran crypto analyst and technology investor • Focuses on blockchain adoption, digital assets, and emerging financial systems • Researches long-term opportunities across Bitcoin, Ethereum, stablecoins, and tokenized markets 📈 ABOUT TOP STOCKS: Serious analysis on the companies and assets shaping the next decade of wealth creation. Hosted by Matt Weinschenk — investment analyst and economist with over two decades of experience — Top Stocks goes beyond headlines to break down what actually drives long-term value. ⏱️ CHAPTERS: 0:00 – Crypto’s Big Selloff 1:30 – The WallStreet.com Story 5:24 – What’s Next for Crypto? 13:02 – Why Bitcoin Still Matters 19:03 – What Ethereum Actually Does 25:20 – Ethereum’s Biggest Use Case: Lending 27:23 – BlackRock, Tokenized Treasuries, and Onchain Finance 31:17 – NFTs, Polymarket, and Real-World Ethereum Applications 37:58 – Stablecoins and the Payments Opportunity 42:14 – The “PayPal Moment” for Crypto 47:30 – Why Ethereum’s Token Could Rise 52:06 – Staking, Burn, and the Deflationary Design 57:12 – AI Agents and Blockchain 1:02:39 – Meme Coins and the Speculation Problem 1:07:10 – Final Verdict: Is Ethereum a Top Crypto? 📅 This episode was recorded on 03/04/2026. All market data and crypto information discussed reflect conditions as of that date. ⚠️ This content is for informational purposes only and should not be considered investment or business 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 #Ethereum #ETH #Bitcoin #Crypto #Stablecoins #Blockchain #Investing #CryptoInvesting #DigitalAssets