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

In this week's Stansberry Investor Hour, Dan welcomes Cullen Roche to the show. Cullen is the founder of Discipline Funds, an ETF firm focused on helping investors build portfolios based on real-world time horizons rather than short-term market predictions or traditional benchmarks. Cullen begins by explaining the concept of “defined duration investing” — a framework that encourages investors to match their assets with their expected financial needs over time. Drawing from his experience working with banks after the financial crisis, he describes how institutions carefully manage asset-liability mismatches and why individual investors often unknowingly take on similar risks. He argues that many portfolios are structured inefficiently, with long-term assets being used to fund short-term consumption, creating unnecessary volatility and uncertainty. Next, Cullen discusses how market-cap-weighted indexes like the S&P 500 can unintentionally increase risk as valuations rise. He explains that when expectations become elevated — particularly in sectors like technology and AI — the stock market effectively becomes a “longer duration” asset, meaning investors may face greater volatility and longer recovery periods. Cullen believes that understanding valuation-driven risk and time horizons is essential for navigating today’s markets. Finally, Cullen walks through the structure of his defined duration ETFs and how they are designed to provide investors with clearer expectations around stability and long-term returns. He explains why traditional bond aggregates may expose investors to excessive long-duration risk and why real assets and equities are likely to outperform long-term bonds over extended time frames. Cullen concludes by emphasizing that successful investing isn’t about predicting short-term market moves — it’s about aligning portfolios with realistic financial timelines. 0:00 Defined duration investing explained; Asset-liability mismatches 15:32 Market-cap weighting and valuation risk; Time horizons in investing 33:10 E-commerce adoption and structural economic change 43:47 Building portfolios around stability and expected returns 56:21 ETF mechanics and passive investing dynamics 01:05:01 Dan's final thoughts

In this week's Stansberry Investor Hour, Dan welcomes Greg Diamond back to the show. Greg is the editor of Ten Stock Trader, an advisory focused on trading using market analysis to find the best opportunities based on previous market patterns. Greg kicks things off by sharing his theme for 2026: time. He looked at the inflection points in January and is looking at the upcoming ones in April and May. January saw both technology and financial stocks peak before declining. And while Greg believes these sectors are oversold and will correct themselves slightly, the decline will continue. He says that AI taking over is part of this trend, and unlike other "creative destruction" (like the transition from horse-drawn carriages to automobiles) trends in the past, this one is developing much faster. Greg says looking at time cycles and understanding them is essential to prepare for where the market could be heading next. Next, Greg discusses his thoughts on various commodities. He recently traded several positions in silver for wins before the metal's crash and is currently watching to see where it goes from here. He's not as optimistic on oil and natural gas due to the lack of information that investors have outside of OPEC, but he is looking for breakthroughs that could have an impact on the wider market. Copper is another resource that he's interested in, and there are several plays that he believes folks can make. But he says understanding what fuels these movements is more important than why they're occurring. Finally, Greg lists his current trades and where he thinks market volatility is heading. He can't delve too deeply to be fair to his subscribers, but he's preparing to be extremely aggressive in his trades over the next few months. Greg then states that he does his best trading when he ignores what everyone else is saying. He'd rather focus on his monitors and charts than allow himself to be persuaded by outside voices. 0:00 Greg's standing in the U.S. Investing Championship; Understanding time cycles and pricing; What Greg does differently 14:47 Greg's thoughts on commodities; The "why" isn't important 31:20 Greg's current trades; Ignore the noise 45:55 Dan's final thoughts

In this week's Stansberry Investor Hour, Dan welcomes Steve Burns to the show. Steve is the founder of New Trader U, a blog with thousands of articles plus online courses. Steve kicks things off by explaining how trading is math, detailing how its different components are formulaic. He says that understanding the "math" of expectancy for your returns can help you with managing your discipline, and knowing the risk-to-reward ratio for any trade is the first important step that every investor needs to take before they enter a trade. Steve notes that despite what many folks might believe, being right 50% of the time is pretty good. But even performing that well requires understanding the risks that your trades have. Next, Steve reflects on his early trading days, comparing his methodology and results then with his current strategies. Then he details one metric that determines profitability. It's the most important thing you need to be mindful of that will impact the profits your trades bring in, regardless of factors like win rates. And Steve analyzes the cons with modern trading that ease of entry has provided. Most individual investors don't realize these risks exist and stand poised to lose big. Finally, Steve discusses how to create an edge in trading as an individual investor despite the overwhelming odds. He then explains "positive expectancy," a mathematical formula that shows your average losses versus your average wins. Knowing this can help you more properly filter out volatility, which traders should keep in mind when establishing their position sizes and stop losses. And Steve shares the green lights he looks for when entering a trade. 0:00 Trading is math; Using math to maintain discipline; Understand the risks in trading 14:37 Steve's early trading days; The key to profitability; The low barrier to entry 30:53 How to get your own edge in trading; Filtering out volatility; The green lights for entering a trade 46:21 Dan's final thoughts Steve Burns Book: Trading Is Math

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

What should you do with your tax refund in 2026? In this special Tax Refund Edition of The Wide Moat Show, Brad Thomas and Nick Ward break down several high-conviction stock ideas for investors looking to put their refund to work and build long-term wealth. In this episode, Brad and Nick discuss whether now is a smart time to invest your tax refund, how dividend growth investing can help make your money grow, and which wide-moat stocks stand out in today’s market. Featured picks include H&R Block (HRB), Goldman Sachs (GS), Moody’s (MCO), Meta Platforms (META), Ryman Hospitality Properties (RHP), and General American Investors (GAM). 👉 For safe, high-yield investing insights and SWAN-focused dividend research, visit https://widemoatdaily.com today. 🔥 What You’ll Learn in This Episode: They cover topics like dividend yield, valuation, PEG ratio, free cash flow, AI investing, financial stocks, REITs, hospitality stocks, closed-end funds, and how to think about buying quality companies during market pullbacks. Brad also shares insights on wide moat investing, fair value, and margin of safety, while Nick explains why he’s watching certain dividend growth stocks and market dips in 2026. Whether you’re looking for the best stocks to buy with a tax refund, researching dividend stocks for passive income, or learning how to reinvest extra cash into the market, this episode is packed with actionable investing ideas. Topics covered in this episode: Tax refund investing ideas Best dividend stocks for 2026 H&R Block stock analysis Goldman Sachs stock outlook Moody’s stock review Meta Platforms stock analysis Ryman Hospitality REIT breakdown General American Investors fund overview Wide moat stocks and dividend growth investing How to invest extra cash in the stock market Subscribe to The Wide Moat Show for more stock market analysis, dividend investing ideas, REIT coverage, passive income strategies, and long-term wealth-building insights. 00:00 Intro: What to Do With Your Tax Refund 00:00:34 Welcome to The Wide Moat Show Tax Refund Edition 00:02:13 Tax Refund Investing Disclaimer 00:04:02 Brad’s Pick: H&R Block (HRB) 00:09:37 Nick’s First Ideas: Charitable Giving + Goldman Sachs (GS) 00:16:26 Brad’s Second Pick: Moody’s (MCO) 00:21:56 Nick’s Tech Pick: Meta Platforms (META) 00:26:27 Brad’s Final Pick: Ryman Hospitality Properties (RHP) 00:35:10 Nick’s Final Pick: General American Investors (GAM) 00:41:31 Final Thoughts and Tax Refund Investing Wrap-Up #TheWideMoatShow, #TaxRefundInvesting, #DividendStocks, #DividendGrowth, #PassiveIncome, #StockMarket, #ValueInvesting, #WideMoat, #REITInvesting, #FinancialStocks, #MetaStock, #GoldmanSachs, #HRBlock, #Moodys, #RymanHospitality, #ClosedEndFunds, #LongTermInvesting, #InvestingTips, #WealthBuilding, #IncomeInvesting

today. 🔥 What You’ll Learn in This Episode: In this episode of The Wide Moat Show, Brad Thomas and Nick Ward continue their March Madness stock bracket, narrowing their top investing ideas from the Elite Eight down to the Final Four and championship matchup. Using a tournament-style format, Brad and Nick debate some of the most talked-about companies in the market today — including Blackstone (BX), Nvidia (NVDA), BlackRock (BLK), PepsiCo (PEP), VICI Properties (VICI), York Water (YORW), and Xylem (XYL) — breaking down valuation, dividend yield, growth potential, and long-term competitive advantages. Along the way, they discuss major market themes impacting investors right now, including AI spending and Nvidia’s dominance in GPUs, private credit concerns, dividend investing strategies, REIT opportunities in Las Vegas real estate, and the role of wide-moat companies in building long-term wealth. The episode culminates in a final championship matchup between Blackstone vs. Nvidia, as the hosts debate whether investors should prioritize high-growth tech stocks powered by AI or beaten-down alternative asset managers with strong dividend income and valuation upside. If you’re looking for long-term stock ideas, dividend growth investments, REIT opportunities, and wide moat businesses built to compound wealth, this episode delivers a fun and insightful breakdown. Topics covered include: • March Madness style stock bracket investing • Nvidia vs Blackstone – growth vs value • Dividend investing and REIT analysis • AI infrastructure spending and tech growth • Asset managers like BlackRock and Blackstone • Defensive dividend stocks like PepsiCo • Water infrastructure and utilities like Xylem and York Water • Long-term wide moat investing strategies 📊 Drop your pick in the comments: Who wins the bracket — Nvidia or Blackstone? 00:00 Intro – March Madness Stock Bracket (Elite Eight) 00:46 Format Explained: Narrowing 8 Stocks to a Champion 02:32 REIT Matchup: VICI Properties vs York Water 06:15 Why VICI Properties Advances to the Final Four 09:03 Asset Managers Showdown: Blackstone vs Ares Capital 11:02 Blackstone Advances – Dividend Yield & Valuation Case 13:12 Tech vs Industrials: Nvidia vs Xylem 17:54 Consumer Staples vs Financials: PepsiCo vs BlackRock 22:53 Final Four Results: Nvidia vs BlackRock 23:47 Championship Debate: Blackstone vs Nvidia #investing, #stockmarket, #stocks, #dividendinvesting, #valueinvesting, #growthstocks, #widemoat, #widemoatinvesting, #stockanalysis, #marchmadnessstocks, #stockpicks, #financialeducation, #nvda, #blackstone, #blackrock, #pepsico, #vici, #reitinvesting, #airevolution, #longterminvesting

📈 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

📈 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 financial crisis won't look like 2008 — but it rhymes. Over $1 trillion in risky corporate loans are sitting inside CLOs, and AI is quietly destroying the revenues of the companies that borrowed it. Jonathan Rose built a brand-new AI-powered Early Warning System with 11 weighted indicators to track this risk in real time — before it hits your portfolio. In today's Masters in Trading Live, you'll learn: → Why $1 trillion in corporate loans is the hidden fault line in today's market → How CLOs (Collateralized Loan Obligations) work — and why they're the 2026 version of the 2008 mortgage crisis → Why AI is causing the credit risk, not just helping us track it → How JP Morgan's new CDS basket on hyperscalers is a Wall Street red flag hiding in plain sight → What the 11 indicators in Jonathan's Early Warning System are measuring — and why the MOVE Index and VVIX get 5x weight → Why the Tail Risk score jumped from 9 → 32 out of 100 in just 6 weeks → What's happening with Oracle, Blue Owl, and private equity-backed software companies right now 📅 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! #OptionsTrading #MarketRisk #CreditCrisis #CLO #MastersInTrading #JonathanRose #TailRisk #AIStocks #MarketCrash #HighYieldSpreads #VIX #MOVE #Volatility #EarlyWarningSystem #WallStreet

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

In this episode of Being Exponential, Luke Lango breaks down two major forces shaking global markets right now: the escalating Iran conflict and the emerging private credit market crisis. We start with the geopolitical front. The war with Iran is sending shockwaves through energy markets and global equities. Oil prices have surged amid disruptions around the Strait of Hormuz, prompting emergency action from the International Energy Agency, which recently announced the largest strategic oil release in history to stabilize supply. Luke explains how investors should think about the possible market outcomes of this conflict—from spikes in energy prices and inflation risks to the sectors likely to benefit, including defense, AI infrastructure, and energy stocks. Then we shift to the financial system. Cracks are beginning to show in the $2 trillion global private credit market. Investor withdrawals from major funds and rising default rates are raising concerns that the alternative lending boom of the last decade may be entering its first real stress test. With default rates already climbing and redemption pressures forcing large firms to limit withdrawals, some analysts warn that private credit could become the next source of instability in financial markets. Luke connects the dots between geopolitics, credit markets, and the AI boom—and explains why investors may be entering a period where war risk, credit stress, and technological disruption collide at the same time. If you want to understand how energy markets, AI infrastructure, defense spending, and credit risk are shaping the next phase of the global economy, this episode lays out the big picture. 🎧 Subscribe to Being Exponential with Luke Lango for weekly insights on AI investing, macro trends, geopolitics, and exponential technologies. 📍Timestamps📍 00:56 - Iran Conflict Update 14:26 - What market are we returning to? 21:36 - Private credit fears Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #hashtags We reached an economic tipping point in the Iran conflict, where the costs outweighed political gains. This episode explains the "war and economy" relationship, analyzing how global conflict can shift toward economic capitulation. Understanding the "economics of war" is crucial, especially when considering the broader "political economy" of international relations.

In this episode of Being Exponential, Luke Lango breaks down the Iran conflict and its ripple effects across global markets — from energy and defense stocks to the accelerating AI arms race. We start with the geopolitical shockwaves from the Iran conflict and how markets are responding. Oil prices have surged and global stocks have shown volatility as investors react to disruptions in energy supply routes like the Strait of Hormuz, a critical chokepoint for global oil transport. Luke explains why geopolitical tensions tend to trigger sector rotation, sending money into energy producers, defense contractors, and safe-haven assets while cyclical industries struggle. Next, we explore the intersection of AI and geopolitics. As governments increasingly treat AI as strategic infrastructure, defense spending, compute capacity, and energy security are becoming tightly linked. Luke explains why the AI boom isn’t just a technology story anymore — it’s becoming a national security and global power story. We also discuss the Block layoffs and the growing trend of AI-driven workforce restructuring. Block recently cut thousands of jobs as part of a shift toward AI and automation, a move that even pushed the company’s stock higher as investors rewarded efficiency. Luke breaks down what this means for the future of work, corporate strategy, and market leadership. Finally, we dive into the drama unfolding in prediction and betting markets, and why these platforms are becoming increasingly influential in shaping investor expectations about politics, macro trends, and global events. If you want to understand how war, AI infrastructure, energy markets, layoffs, and prediction markets are 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, macro trends, geopolitics, and exponential technology. 📍Timestamps📍 00:58 - The Iran Conflict 28:16 - Block Layoffs 42:42 - Betting Markets Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #BeingExponential #LukeLango #IranConflict #AIInvesting #EnergyMarkets #DefenseStocks #PredictionMarkets #StockMarketNews #ArtificialIntelligence #hashtags

Markets are down, but don't panic—let's find the opportunity together. In today's episode, we break down what's really happening: mean reversion algorithms flipping the market, bond vigilantes making a comeback, and why Fed Chair Powell isn't worried about inflation (even though food and energy prices are spiking). We'll cut through the noise, calm your nerves, and show you where smart investors are finding value right now. 👍 Like, subscribe, and turn on notifications for weekly market insights. 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 Nvidia Corp (NVDA), AppLovin Corp. Class A (APP), Comfort Systems USA, Inc. (FIX), Vertiv Holdings Co. Class A (VRT), Palantir Technologies Inc. Class A (PLTR), and Micron Technology, Inc. (MU), in managed accounts. We do not do not own Guidewire Software, Inc. (GWRE), (BBAS), EOS Energy Enterprises (EOSR), or Kratos Defense (KTOS), in managed accounts. Louis Navellier and his family own Nvidia Corp (NVDA), AppLovin Corp. Class A (APP), Comfort Systems USA, Inc. (FIX), Vertiv Holdings Co. Class A (VRT), Palantir Technologies Inc. Class A (PLTR), and Micron Technology, Inc. (MU), via a Navellier managed account and Nvidia Corp (NVDA), in a personal account. They do not own Guidewire Software, Inc. (GWRE), (BBAS), EOS Energy Enterprises (EOSR), Kratos Defense (KTOS), personally.

Is the small cap comeback finally here? Louis Navellier and Crystal Navellier are joined by 5-star portfolio manager Michael Borgan — sub-advisor for Navellier Small & Mid Cap Portfolios and manager of Breakthrough Stocks (up 62.4% in 2025) — to break down what's moving markets right now. In this episode: * 🌍 Iran tensions & Trump's military pause — what to watch next * 🐇 Small & mid cap stocks: when are the "bunnies" ready to run? * ⚛️ D-Wave & IonQ — is quantum computing truly investable right now? * 💡 Credo Technology (CRDO) and the optical computing wave * 🚀 Rocket Lab & the rise of space as a serious investment theme * ☢️ Uranium Energy — the AI data center & small modular reactor thesis * 🏗️ Argan, Primoris & OGE Energy — AI infrastructure buildout runway * 📊 Earnings previews: McCormick, FactSet, Conagra, Lamb Weston, Cal-Maine & Nike Nike's earnings could be a major market mover — tariff headwinds, China exposure, and a brand turnaround all in play. Don't miss our full breakdown. 👍 Like, subscribe, and turn on notifications for weekly market insights. Links mentioned in video: Micheal’s Links: https://sapphirestarcapital.com/ 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 #SmallCapStocks #QuantumComputing #NikeEarnings #StockMarket2025 #Investing #MarketBuzz #Navellier #RocketLab #DWave #IonQ #UraniumEnergy #AIStocks #EarningsPreview –––––––––––––––––––––––––––––– 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 Nvidia Corp (NVDA), Ciena Corp (CIEN), Credo Technology Group Holding Ltd. (CRDO), D-Wave Quantum Inc. (QBTS),  IonQ, Inc. (IONQ), Rigetti Computing, Inc. (RGTI), Ubiquiti Inc. (UI), Rocket Lab Corporation (RKLB), Uranium Energy Corp. (UEC), OGE Energy Corp. (OGE), Argan, Inc. (AGX), Primoris Services Corporation (PRIM), Microsoft Corporation (MSFT), and Cal-Maine Foods, Inc. (CALM), in managed accounts. We do not do not own Corning (GLW), McCormick (MKC), FactSet (FDS), Conagra Brands (CAG), Lamb & Weston (LW), or NIKE, Inc. Class B (NKE), in managed accounts.   Louis Navellier and his family own Nvidia Corp (NVDA), Ubiquiti Inc. (UI), and Ciena Corp (CIEN), via a Navellier managed account and Nvidia Corp (NVDA), in a personal account. They do not own Credo Technology Group Holding Ltd. (CRDO), D-Wave Quantum Inc. (QBTS),  IonQ, Inc. (IONQ), Rigetti Computing, Inc. (RGTI), Rocket Lab Corporation (RKLB), Uranium Energy Corp. (UEC), OGE Energy Corp. (OGE), Argan, Inc. (AGX), Primoris Services Corporation (PRIM), Microsoft Corporation (MSFT), Corning (GLW), McCormick (MKC), FactSet (FDS), Conagra Brands (CAG), Lamb & Weston (LW), NIKE, Inc. Class B (NKE), and Cal-Maine Foods, Inc. (CALM), personally.

Markets are on edge — and opportunity is hiding in plain sight. In this episode, Crystal sits down with veteran market analyst Louie to break down the biggest stories moving your money this week: 🇺🇸 Iran & The Strait of Hormuz — President Trump announced "very good and productive" talks with Iran on Truth Social, sparking a massive pre-market rally. But Iran's state media says there were "no negotiations." Who's telling the truth — and what does it mean for oil and the markets? 🔍 The Suspicious Leak — CNBC reported that trading volume in stocks AND oil futures spiked minutes before Trump's post went live. Was someone tipped off? 📉 Fed Rate Cuts Still Coming? — Fed Governor Waller says he won't vote to raise rates and expects inflation to cool in the second half of 2026. Louie breaks down whether his call for 3 rate cuts this year is still on track. 💻 Super Micro Computer ($SMCI) — Louie was featured on Fox Business and Barron's for staying bullish on SMCI. He explains exactly what the skeptics are missing. 📈 Top 2 Buys Right Now — Louie reveals his best opportunities in this market: $BE and $MU — with Stock Grader charts to back it up. 👍 Like, subscribe, and turn on notifications for weekly market insights. 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 #Nvidia #OilPrices #FedDecision #StockMarket #LouisNavellier #investing

In this video, we break down how global conflict impacts the markets and reveal 3 stocks investors are watching right now during rising geopolitical tensions in 2026. 👍 Like, subscribe, and turn on notifications for weekly market insights. 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 #Nvidia #OilPrices #FedDecision #StockMarket #LouisNavellier #investing –––––––––––––––––––––––––––––– 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 ...   ––––––––––––––––––––––––––––––

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

👤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]

👤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: With Larry out, Eric and Clint hold down the fort and break down the surge that sent the S&P 500 rallying more than 250 points off its lows. The two dig into why the rally may have more room to run in the near term — and why investors shouldn't mistake it for a "generational buying opportunity" after a mere 7% dip. Is inflation is a hidden trap lurking beneath today's seemingly attractive P/E ratios? Clint and Eric discuss specific oil and S&P options setups, including their thinking on call spreads and put spreads around key intraday levels. The pair also tackle gold's next move, why Caterpillar is trading like an AI stock, and why Bitcoin — sitting near a critical support level — may be the best leading indicator in the market right now. With Trump set to address the nation on Iran this evening and markets closed for Good Friday, here's a clear-eyed game plan for navigating one of the choppiest stretches the market has seen in years. 🕒 Timestamps: 3:43 - The Iran-Trump Ceasefire Trade 7:08 - Why CTAs Fueled Yesterday's 250-Point Surge 9:57 - "Generational Buying Opportunity"? 15:35 - The Inflation Trap Hidden Inside Today's P/E Ratios 18:08 - Gold: Blow-Off Top or Bull Market Pit Stop? 21:34 - How to Trade Gold Right Now 22:36 - The Oil Trade Setup 26:37 - Key S&P Levels and Today's Options Plays Before the Open 33:20 - The Bond Market Signal You Need on Your Screen 36:27 - Caterpillar: Machinery Stock or AI Play? 39:00 - Bitcoin Is Leading Again 45:18 - Final Thoughts: Stay Nimble, Ignore the Noise 👤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: 🕒 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]

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

Microsoft helped invent modern software. But the real question today is: Is Microsoft still one of the best ways to invest in the AI revolution? We break down how the company reinvented itself — from boxed software to SaaS subscriptions, from desktop computing to global cloud infrastructure, and now to the center of the AI arms race. Welcome to the next phase of Big Tech. CAN’T WATCH THE FULL EPISODE? START HERE: 1:49 – Microsoft Explained: How the Business Actually Works 5:49 – The SaaS Pivot That Changed Everything 12:08 – Azure and the Cloud Infrastructure Bet 27:13 – Microsoft’s AI Strategy: Copilot, GitHub & OpenAI 42:44 – Why Microsoft Stock Is Down 49:48 – The “Relentless Bid” Driving Megacap Stocks 📈 In this episode of TOP STOCKS, host Matt Weinschenk sits down with Bryan Beach, analyst at Stansberry Research, to answer one big question: Is Microsoft still a top stock in the AI era? Microsoft has already become one of the most valuable companies in the world. But with: • A dominant enterprise software ecosystem • One of the world’s largest cloud infrastructure platforms (Azure) • Deep integration with OpenAI and the AI developer ecosystem • GitHub and Copilot reshaping how software is built • Tens of millions of Office users becoming AI users overnight …is the company entering its most powerful phase yet? We break down: • How Microsoft transformed from a “tech dinosaur” into a cloud giant • The SaaS revolution that reshaped its entire business model • Why Azure became one of the most important platforms in tech • How Microsoft positioned itself at the center of the AI boom • The strategic investment in OpenAI and what it unlocks • Why GitHub may be one of Microsoft’s most valuable assets • The AI coding revolution and what it means for developers • Why software companies are falling in the “SaaS-pocalypse” • The valuation debate around Microsoft stock • How index funds and 401(k) flows create a “relentless bid” for megacap stocks This isn’t hype. It’s a deep dive into the strategy behind one of the most important companies in modern technology — and whether Microsoft could dominate the AI economy for the next decade. 👤 ABOUT THE GUEST: Bryan Beach Analyst, Stansberry Research • Technology and macro-focused investor • Covers software, cloud infrastructure, and AI trends • Researches long-term structural shifts in global markets 📈 ABOUT TOP STOCKS: Serious analysis on the companies 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 – Microsoft and the Future of Software 1:49 – Microsoft Explained 5:49 – The SaaS Pivot 12:08 – The Azure Cloud Bet 19:39 – The “SaaS-pocalypse” and Software Stocks 27:13 – AI & Microsoft 32:08 – The AI Compute Arms Race 42:44 – Why Microsoft Is Down 49:48 – The Relentless Bid 52:30 – Final Verdict: Is Microsoft a Top Stock? 📅 This episode was recorded on 03/04/2026. All market data and stock 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 #Microsoft #MSFT #AI #ArtificialIntelligence #Azure #OpenAI #Investing #StockMarket #TechStocks

This is the most successful, most profitable business in history. Is Alphabet Inc. headed to a $7.5 trillion valuation by 2030? We break down why Google may still be the best pure-play bet on the AI future — from search and YouTube to Waymo, Cloud, and Gemini. Welcome to the AI arms race. CAN’T WATCH THE FULL EPISODE? START HERE: 2:39 – Is Google a Search Company or an AI Company? 16:39 – Waymo vs. Tesla: Who Wins Robotaxis? 32:38 – Gemini Leapfrogs the Competition 49:16 – How Big Can Alphabet Get by 2030? 📈In this episode of TOP STOCKS, host Matt Weinschenk sits down with John Engel, Lead Equity Analyst at Stansberry Research, to answer one big question: What’s the smartest way to invest in AI — and is Google still the best bet? Alphabet is already one of the largest companies in the world. But with: • 7 products over 2 billion users • Digital advertising dominating global ad spend • A rapidly scaling cloud business • Waymo expanding robotaxi operations globally • Gemini emerging as a frontier AI model …is this just the beginning? We break down: • Why Google’s search business is still misunderstood • How aggregation theory explains its dominance • Whether AI replaces search — or supercharges it • Waymo’s valuation and the robotaxi war • Google Cloud vs. AWS vs. Azure • DeepMind, AlphaGo & AlphaFold’s breakthroughs • The 2017 Transformer paper that enabled modern AI • Gemini vs. GPT vs. Claude — who’s actually ahead? • Why Apple may need Google more than ever • The hidden advantage of Google’s custom TPUs • Whether massive AI CapEx will pay off This isn’t hype. It’s a deep dive into the architecture behind one of the most powerful businesses ever built — and what could push it toward $7.5 trillion by 2030. 👤 ABOUT THE GUEST: John Engel Lead Equity Analyst, Stansberry Innovations Report • Former research scientist • Covers AI, biotech, cybersecurity & frontier tech • Early bull on Alphabet before its AI resurgence 📈 ABOUT TOP STOCKS: Serious analysis on the companies 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 – The Most Profitable Business in History? 2:39 – What Is Alphabet Today: Search or AI? 6:12 – The $340B Advertising Engine 16:39 – Waymo vs. Tesla: The Robotaxi Race 23:55 – Google Cloud’s Growth Machine 27:11 – DeepMind, AlphaGo & AlphaFold 31:27 – The Transformer Breakthrough 32:38 – Gemini vs. GPT vs. Claude 37:54 – Apple & Google’s AI Deal 39:07 – Code Red to AI Leader 41:13 – TPUs vs. Nvidia GPUs 43:11 – The $180B CapEx Question 49:16 – $6.5T… $7.5T… How Big Can Alphabet Get? 52:46 – Final Verdict: Is Alphabet a Top Stock? 📅 This episode was recorded on 02/19/2026. All market data and stock 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 #Alphabet #Google #AI #Investing #Waymo #Gemini #StockMarket #TechStocks #ArtificialIntelligence