Stansberry Investor Hour
What a 1,000-Trades-a-Day Pro Market Maker Sees That You Don’t | SIH
📊 Learn more about Jonathan’s work: https://investorplace.com/InvestorHour Most investors focus on what to buy… But they never learn how markets actually move. They chase stories. Follow tips. React to headlines. Meanwhile, professional traders are doing something completely different: They’re watching relationships. Relative value. And where money is quietly flowing. And right now — that edge matters more than ever. Because underneath the surface, opportunities aren’t random… They’re connected. In this week’s Stansberry Investor Hour, Dan sits down with veteran trader Jonathan Rose — a former Chicago Mercantile Exchange trader who once executed 1,000 trades a day and now shares live trades with his community every single day. This episode isn’t about predicting the future. It’s about understanding how markets really work. Jonathan breaks down why nothing is ever “cheap” or “expensive” in isolation — only relative to something else… and how that simple idea can completely change how you invest. He explains how to find opportunities by comparing groups of correlated stocks… spotting the laggard… and positioning before it catches up. The conversation dives deep into real-world examples — including energy markets, oil refiners, and even obscure commodities like bitumen (oil sands) — and how sudden moves in underlying assets can create opportunities most investors miss. You’ll also hear how professional traders: • Follow unusual options activity to track big money • Use options strategically to control risk and maximize upside • Think in terms of portfolios — not individual trades • Avoid the biggest mistake most traders make: doing too much, too fast Jonathan also shares several tickers tied to energy and oil sands exposure — including SU, CNQ, IMO, and CVE — and explains how he analyzes them relative to one another instead of in isolation. But more importantly, he explains why those trades exist in the first place. Because in his words: Everything in markets is just a derivative of something else. And once you understand the underlying driver… You stop guessing — and start positioning with intent. Finally, Jonathan shares his core philosophy: Why risk management matters more than being right… Why most traders fail because they overtrade and oversize… And how staying disciplined is what actually keeps you in the game long enough to win. This isn’t about finding the next hot stock. It’s about thinking like a professional. CAN’T WATCH THE FULL EPISODE? START HERE: 0:00 – Intro & Jonathan’s Trading Background 3:00 – From the CME Floor to Daily Trading 7:00 – What Kind of Trader He Is Today 10:30 – Relative Value & How He Finds Trades 14:00 – Energy Markets & Refiners Explained 18:00 – Pair Trading & “Everything Is Relative” 22:00 – Following Unusual Options Activity 26:00 – How He Uses Options (Risk + Returns) 30:00 – Portfolio Risk vs Individual Trades 34:00 – Bitumen, Oil Sands & New Opportunities 38:00 – SU, CNQ, IMO, CVE Breakdown 41:00 – Final Advice: Risk Management & Discipline 43:00 – Closing Thoughts
The Hidden Forces Driving This Market Right Now | SIH
‼️NEW MARKET SHIFTS AHEAD — Watch the full breakdown here: DarkAISummit.com Most investors chase headlines… But they miss what actually moves markets. Money flows. Sector rotation. Positioning. And right now — something unusual is happening beneath the surface. Markets are pushing higher… even as leadership changes. Tech is lagging. Energy and materials are stepping up. Capital is rotating fast — and most investors aren’t paying attention. So the real question is: Are you following the trend… or reacting too late? In this week’s Stansberry Investor Hour, Dan sits down with veteran trader Pete Carmasino — a market technician and portfolio strategist known for identifying sector shifts before they become obvious. This episode isn’t about predictions. It’s about process. Pete breaks down how he reads market signals in real time… why reacting beats forecasting… and how institutional money quietly moves between sectors like energy, materials, and defensives. He explains why oil at elevated levels hasn’t broken markets… how geopolitical risks are impacting energy flows… and why supply constraints — not just demand — are driving opportunity. The conversation dives into specific areas of strength — including ETFs like XME (metals & mining) and XES (oil & gas services) — and how to identify the strongest stocks within those sectors. They also explore the ripple effects of energy across industries… from data centers and semiconductors to construction, infrastructure, and industrial gases like helium. Finally, Pete shares his core investing philosophy: Why risk management matters more than stock picking… how position sizing protects you from major losses… and the one mistake that takes most traders out of the game. This isn’t about chasing the next hot stock. It’s about staying in the game long enough to win. CAN’T WATCH THE FULL EPISODE? START HERE: 0:00 – Why This Market Is So Unusual Right Now 2:00 – Reacting vs. Predicting: The Trader’s Edge 5:00 – Sector Rotation Explained (Where Money Is Moving) 9:00 – Energy Markets & Oil’s Real Impact 13:00 – Geopolitics, Supply Chains, and Market Signals 18:00 – XES: Oil & Gas Services Opportunity 22:00 – XME: Metals, Mining & Materials Strength 26:00 – Data Centers, Energy Demand & Hidden Constraints 30:00 – The Role of Industrial Gases (Helium, Hydrogen) 34:00 – Why Tech Leadership Is Shifting 38:00 – What “More Participants Per Index” Means 42:00 – How to Find the Best Stocks in Strong Sectors 47:00 – When to Take Profits (and Why It Matters) 51:00 – Final Takeaway: Risk Management Is Everything
The Hidden Diesel Time Bomb Behind AI Data Centers
‼️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
The 5 Best Turnaround Stocks in 2026 to Buy 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
Masters in Trading Live with Jonathan Rose
The Most Volatile Market in a Decade Gave Us POET and GFS — Here's What Comes Next | MIT LIVE
📈 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
FSLY Hit 44% on Earnings — Here's the System That Captured 93% Either Way | MIT LIVE
📈 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
We Found the Nuclear Infrastructure Play the AI Boom Is Completely Ignoring | MIT LIVE
📈 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
Smart Money Floods South Korean ETF With Massive Bets $EWY
$EWY ETF - South Korean Unusual Options Activity Volatility Buyer📈 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
Being Exponential with Luke Lango
Is Amazon Taking Over The World? Earnings, Bitcoin, and Precious Metals
In this episode of Being Exponential, Luke Lango breaks down one of the most chaotic and important moments in markets this year — where war, AI, earnings, crypto, and commodities are all colliding at once. We start with the latest developments in the Iran war and what it means for investors. From the blockade around the Strait of Hormuz to oil volatility and supply chain disruption, Luke explains how geopolitical risk is reshaping inflation expectations, global growth, and sector leadership. Markets are increasingly reacting to every headline coming out of the Middle East, and investors are trying to determine whether this conflict becomes a temporary shock… or something much larger. Then we dive into the wave of unprecedented earnings from the AI complex. Big Tech continues to post massive results powered by cloud demand and AI infrastructure spending, while markets reward companies tied directly to the buildout of data centers, semiconductors, networking, and compute. Luke breaks down what these earnings say about the strength of the AI trade — and whether the current boom is still in its early innings. We also cover the latest moves in precious metals and Bitcoin. Gold, silver, and hard assets have become increasingly sensitive to geopolitical tension, inflation fears, and de-dollarization trends, while Bitcoin continues to battle between its role as a risk asset and “digital gold.” Luke explains why metals, crypto, and AI may all be linked by the same macro forces. Finally, we explore the launch of Amazon’s new supply chain initiative and what it means for the future of logistics, automation, AI-driven commerce, and global trade infrastructure. As AI reshapes the physical economy, supply chains are becoming one of the most important battlegrounds in the next technological cycle. If you want to understand how AI infrastructure, geopolitics, earnings, metals, crypto, and supply chains 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, geopolitics, and exponential technologies. 📍Timestamps📍 00:35 - Capital Case 3:36 - Iran Update 5:50 - Amazon Supply Chain Launch 11:30 - Precious Metals 15:53 - Crypto Comeback Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #IranWar #AIInvesting #BigTechEarnings #Bitcoin #Gold #PreciousMetals #Amazon #SupplyChain #AIInfrastructure #StockMarketNews #ExponentialGrowth
Can Intel Finally Catch Up in the AI Era? Palantir, Duolingo, Nebius & Sandisk
Welcome to a new segment of Being Exponential — where Luke Lango goes deep on 5 stocks shaping the market right now. Each week, we break down the biggest stock stories, trends, and catalysts you need to know — separating signal from noise and identifying where the real opportunities (and risks) are. In this episode, we dive into: Intel (INTC) — Can the turnaround story finally gain traction in the AI era, or is it still playing catch-up in the semiconductor race? Palantir (PLTR) — One of the biggest winners in AI and defense… but is the valuation getting ahead of the fundamentals? Duolingo (DUOL) — A surprising AI beneficiary disrupting education — and what its growth says about consumer-facing AI apps. Nebius (NBIS) — A lesser-known but high-upside player in the AI infrastructure buildout. Is this an under-the-radar opportunity? SanDisk (SNDK) — At the center of the AI memory bottleneck. As data storage demand explodes, is this one of the biggest leverage plays in the AI trade? From semiconductors and AI infrastructure to software, consumer apps, and emerging tech — this episode connects the dots across sectors to give you a clear investing framework for the week ahead. If you want actionable insights on AI stocks, tech trends, and market-moving stories, this is your weekly deep dive. 🎧 Subscribe to Being Exponential with Luke Lango for insights on AI investing, macro trends, and exponential technologies. 📍Timestamps📍 00:29 - Intel 4:00 - Palantir 9:24 - Duolingo 12:38 - Nebius 16:40 - Sandisk Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #hashtags
The AI Market Is Either About to Explode or Collapse
In this episode of Being Exponential, Luke Lango breaks down the most important week in tech — the latest Meta, Amazon, Google, and Microsoft earnings — and what they reveal about the future of the AI economy, markets, and innovation. We start with a deep dive into Big Tech earnings and the trillion-dollar question: Are these companies actually turning massive AI capex into real profits? While all four giants beat expectations, markets reacted very differently — rewarding companies like Amazon and Google for strong cloud and AI growth, while punishing others over rising costs and unclear ROI. This leads into a critical debate: Are we approaching the top of the AI market — or just getting started? With nearly $700 billion in AI infrastructure spending in 2026, investors are demanding proof that this spending translates into real revenue and sustainable margins. From there, we explore the idea of a post-smartphone era — where AI agents, wearables, and ambient computing could replace traditional apps and devices, fundamentally reshaping how we interact with technology. We also tackle a major shift in the AI landscape: Is OpenAI in trouble — or evolving? With its exclusive partnership with Microsoft ending and models moving toward a multi-cloud world, the AI race is shifting from control to distribution at scale, opening new competition with Amazon and Google. Next, we break down the latest FOMC updates and interest rate outlook, and how inflation, growth, and AI-driven productivity are influencing Fed policy. Finally, we zoom out to assess geopolitical risks from the Iran conflict — and how war, energy markets, and global supply chains could impact AI infrastructure, semiconductors, and the broader stock market. If you want to understand how Big Tech earnings, AI spending, interest rates, geopolitics, and the future of computing are all colliding — this episode connects the dots. 🎧 Subscribe to Being Exponential with Luke Lango for weekly insights on AI investing, macro trends, and exponential technologies. 📍Timestamps📍 00:13 - Mag 7 Earnings and Implications 08:34 - Post Smartphone Era? 14:46 - OpenAI in trouble? 18:31 - FOMC and the Broader Market Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #BigTechEarnings #AIInvesting #ArtificialIntelligence #Meta #Amazon #Google #Microsoft #OpenAI #FOMC #InterestRates #IranConflict #StockMarketNews #ExponentialGrowth #hashtags
Psychedelics, Robots, and the Next $1 Trillion Market
In this episode of Being Exponential, Luke Lango breaks down the biggest forces shaping markets right now — from the Iran war to the next phase of the AI boom. We start with the latest developments in the Iran conflict and what it means for global markets. From oil prices and inflation to defense spending and geopolitical risk, Luke walks through the potential outcomes — and how investors should position for each scenario. Next, we dive into the massive Amazon–Anthropic deal, one of the most important partnerships in AI today. Amazon is doubling down with billions in new investment, while Anthropic is committing over $100 billion in cloud spending to scale its Claude AI models. This deal highlights a key theme: compute is the currency of the AI race — and infrastructure demand is exploding. From there, we tackle a critical question: Are we nearing the top of the AI market? With negative headlines, bubble fears, and massive capex, Luke breaks down the bull vs. bear case — and whether this is a pause… or something bigger. We also explore the rise of USAR (U.S. Autonomous Robotics) and the broader shift toward physical AI — where intelligence moves from software into the real world through robots, drones, and automation systems. Finally, we dive into the “shroom boom” — the growing interest in psychedelics and next-generation mental health treatments — and what it means for biotech, innovation, and emerging market opportunities. If you want to understand how war, AI infrastructure, robotics, biotech, 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, and exponential technologies. 📍Timestamps📍 00:28 - Iran Continued 03:14 - Amazon & Anthropic 12:39 - Possibility of the Top 18:16 - Rare Earths 23:11 - The Shroom Boom 26:40 - Closing Remarks Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #LukeLango #IranWar #AIInvesting #Anthropic #Amazon #Robotics #StockMarketNews
Navellier Market Buzz with Louis Navellier
5 Dips to Buy as the Market Hits Record Highs | ft. The Fibonacci Princess
Is the stock market overheating? The S&P 500 just hit its 15th record high of 2026 — but only 22% of stocks are actually beating the index. Louie Navellier and special guest Tammy Marshall, the Fibonacci Princess, break down where the market goes from here and reveal 5 pullback stocks to buy right now. Tammy walks through her Fibonacci charts on the S&P 500, NASDAQ, and Russell 2000 and explains exactly why the market is extremely extended — plus the key support levels to watch. Video Chapters: 00:39 Only 22% of Stocks Are Beating the Index 02:33 How Much Could the Market Pull Back? 04:34 Does Concentration Always Signal a Market Top? 05:18 Will the Earnings Rally Finally Spread to Other Sectors? 09:07 Is This Market the Next 1999? 11:00 Why AI Order Backlogs Are Bigger Than the Earnings Beats 12:09 What the AI Chip Shortage Means for AMD and Micron 14:10 Will Seasonal Weakness Finally Hit This Summer? 14:54 What Is Going On With Tesla? 15:56 3 Pullback Stocks to Buy Right Now 18:05 Louie's 2 AI Bargains Nobody Is Talking About Tammy’s Links: https://fibonacciprincess.com/ https://www.youtube.com/@FibonacciPrincess 🔔 Subscribe to Navellier MarketBuzz for daily market analysis and stock picks: https://www.youtube.com/@navelliermarketbuzz?sub_confirmation=1 📲 Follow us on social media: X (Twitter): https://x.com/NavMarketBuzz Instagram: https://www.instagram.com/navelliermarketbuzz Substack: https://substack.com/@louisnavellier ---------------------------------------------------------------------------------------------------- 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 ##StockMarket #PullbackStocks #AIStocks #StocksToBuyNow #buythedip Navellier & Associates owns Nvidia Corp (NVDA), Ciena Corporation (CIEN), Eli Lilly and Company (LLY), Ubiquiti Inc. (UI), Bristol-Myers Squibb Company (BMY), Monster Beverage Corporation (MNST), Bloom Energy Corporation Class A (BE), Palantir Technologies Inc. Class A (PLTR), and Micron Technology, Inc. (MU), in managed accounts. A few accounts own Tesla (TSLA) per client request. We do not QUALCOMM Incorporated (QCOM), Lockheed Martin Corporation (LMT), Home Depot (HD), Tractor Supply (TSCO), Raytheon Co (RTN), Rocket Labs (RKLS), or Sharkninja (SN), in managed accounts. Louis Navellier and his Nvidia Corp (NVDA), Ciena Corporation (CIEN), Eli Lilly and Company (LLY), Ubiquiti Inc. (UI), Bristol-Myers Squibb Company (BMY), Bloom Energy Corporation Class A (BE), 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 Monster Beverage Corporation (MNST), QUALCOMM Incorporated (QCOM), Lockheed Martin Corporation (LMT), Home Depot (HD), Tractor Supply (TSCO), Raytheon Co (RTN), Rocket Labs (RKLS), or Sharkninja (SN), personally.
2 Quantum Stocks Exploded (Here's the One You DON'T Want to Miss)
Two quantum computing stocks just exploded — IonQ surged 56.5% in April and QBTS had a massive move while markets tanked on Iran tensions. Most investors completely missed it. In this video, Louie breaks down what happened, why quantum stocks are ripping while everything else sells off, and reveals a near-term quantum play you might still have time to catch. We also cover: * Michael Burry dumping GameStop and shorting Palantir — what it means * GameStop CEO's awkward interview breakdown * Subscriber Q&A: Are markets oversold? Is a pullback coming? * Safer ways to play quantum (Alphabet, Microsoft, Nvidia) * The Iran crisis and why it accelerates the quantum story 🔔 Subscribe to Navellier MarketBuzz for daily market analysis and stock picks: https://www.youtube.com/@navelliermarketbuzz?sub_confirmation=1 📲 Follow us on social media: X (Twitter): https://x.com/NavMarketBuzz Instagram: https://www.instagram.com/navelliermarketbuzz Substack: https://substack.com/@louisnavellier ---------------------------------------------------------------------------------------------------- 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 #Stocks #AIStocks #EarningsSeason #DataCenter #QuantumStocks #IonQ #StocksToBuy #TechStocks Navellier & Associates owns Nvidia Corp (NVDA), Carpenter Technology Corporation (CRS), Palantir Technologies Inc. Class A (PLTR), D-Wave Quantum Inc. (QBTS), IonQ, Inc. (IONQ), Alphabet Inc. Class A (GOOGL), and Micron Technology, Inc. (MU), in managed accounts. We do not own Game Stop, Hewlett Packard (HPE), TKO Group (TKO), Netflix, Inc. (NFLX), and Rigetti Computing, Inc. (RGTI). Louis Navellier and his family own Nvidia Corp (NVDA), Carpenter Technology Corporation (CRS), Palantir Technologies Inc. Class A (PLTR), D-Wave Quantum Inc. (QBTS), IonQ, Inc. (IONQ), Alphabet Inc. Class A (GOOGL), and Micron Technology, Inc. (MU),via a Navellier managed account and Nvidia Corp (NVDA), and Netflix, Inc. (NFLX), in a personal account. They do not own Game Stop, Hewlett Packard (HPE), TKO Group (TKO), and Rigetti Computing, Inc. (RGTI).
Market Swings
Talking Family Business & Surf Culture with Josh Hansen | 19th Hole
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
Surf Shops vs Amazon: Can Retail Survive? (While We Golf for $100) | Market Swings
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
Playing Through Volatility (Santa Ana Winds, Bad Lies & Big Bets) with @Newladygolfer
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
How Social Media Made Alissa Kacar a PGA Tour Insider
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
Trading with Larry Live
What Could Trigger the Crash - 5/11/2026
📍 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]
Trading With Larry Live
📍 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]
Where Gold Is Heading Next - 5/7/2026
📍 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]
The Biggest Risk to the AI Trade - 5/6/2026
📍 In this episode: Eric Shamilov and Clint Brewer dig into the massive overnight rally fueled by AMD earnings against yet another round of Iran peace deal headlines, with no actual resolution in sight. They unpack the gamma dynamics driving exaggerated intraday swings, explaining how dealer positioning means a 2% move up or a 1% move down could trigger a full-blown melt-up or a sharp sell-off. The duo also digs into the earnings picture, sharing a Goldman Sachs chart showing Q1 S&P 500 earnings growth tracking toward 27% while also flagging that the gains are coming from a dangerously narrow slice of the market. Together, they tackle the macro risks hiding beneath the surface: PCE inflation creeping toward 4%, a Fed with its most hawkish dissension since 1992, stagflation warnings from Ray Dalio, and a looming wave of mega IPOs from Anthropic, OpenAI, and SpaceX that may be the real reason the powers that be need markets at all-time highs. 🕒 Timestamps: 2:00 - Markets Going Crazy 2:31 - Iran, AMD, and a Market That Won't Quit 4:42 - The Gamma Trap: How Dealers Are Driving the Madness 6:54 - How to Track Market Gamma 9:05 - The Only Two Numbers That Matter Today 11:16 - Earnings Are Exploding 13:26 - War Headlines vs. Earnings 15:41 - Quality Is Getting Crushed 17:53 - The Myopia Is Back — And Retail Is Walking Into It Again 20:03 - Silver, DRAM, and a Stagflation Warning 22:17 - The Real Driver Behind This Rally 24:30 - Mag Seven's Identity Crisis 26:41 - The Fed Is Getting Hawkish 28:56 - The "Clown Show" Factor 31:09 - The IPO Pipeline That Needs a Bull Market to Survive 33:21 - Micron Trade: Playing It Neutral in a Wild Market 35:36 - TLT Setup: Is a Bond Bounce Coming? 37:49 - Home Depot's False Breakdown? 39:59 - Palantir Short Is Still Alive 42:12 - Nasdaq Levels to Watch as Iran Headlines Flip the Script 44:23 - Call Spread Strategy for Today's Open 👤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]
Top Stocks
Gabe Marshank: The 100% Monopoly Nvidia Can’t Survive Without | Top Stocks
⚡ Learn more about the AI power boom: AIpower2026.com 🔔 Gain an instant edge over Wall Street: TopStocksLetter.com Most investors think making money in the stock market is complicated. But the biggest opportunities often come down to something much simpler: Supply and demand. And right now, one of the most overlooked investment opportunities in the market isn’t another AI software company… It’s the infrastructure powering the entire AI revolution. From electricity and natural gas… to semiconductors and critical manufacturing bottlenecks… A massive wave of AI investment is colliding with years of underinvestment in the real economy. And the consequences could reshape entire industries. So the real question is: Where will the real money be made during the AI boom? In this episode, we break down the simple economic framework behind some of the biggest opportunities in the market today — and why understanding supply may matter far more than chasing hype. Welcome to the hidden infrastructure layer of AI. CAN’T WATCH THE FULL EPISODE? START HERE: 0:00 – How to Make Money in Markets 1:55 – Why Supply Matters More Than Demand 8:20 – How to Understand Any Stock 11:05 – The AI Power Boom 14:35 – Why a Power Shortage Is Coming 27:30 – The Overlooked Bet: Natural Gas 47:00 – ASML & The Top Stock Strategy: Where the Real Money Is Made 📈 In this episode of TOP STOCKS, host Matt Weinschenk sits down with Gabe Marshank to break down one critical question: How do you actually identify the biggest opportunities in the market before everyone else does? This isn’t just a conversation about AI. It’s about understanding: supply and demand capital cycles infrastructure bottlenecks and where economic incentives create massive opportunities And right now, AI is accelerating all of it. With: • Exploding electricity demand from AI data centers • Years of underinvestment in power infrastructure • Natural gas emerging as a critical bridge fuel • Semiconductor bottlenecks shaping the future of AI • And companies like Nvidia and ASML sitting at the center of it all …the market may be entering one of the biggest infrastructure booms in decades. We break down: • Why supply matters more than demand in investing • The easiest framework for understanding any stock • Why AI could dramatically increase electricity demand • The real reason a power shortage may be coming • Why natural gas may become one of the most important AI investments • How to identify “picks and shovels” opportunities during technology booms • Why the market is already signaling what’s coming next • The difference between owning “spenders” vs owning suppliers • Why ASML may be one of the most important companies in the world • How bottlenecks create extraordinary investment opportunities • The long-term risks to the energy grid and infrastructure system • And how simple economic thinking can outperform complicated investing narratives This isn’t just a conversation about stocks. It’s a deep dive into how AI, infrastructure, energy, and economics are converging to shape the next decade of investment opportunities. 👤 ABOUT THE GUEST: Gabe Marshank • Investor and macro-focused market analyst • Focused on long-term economic trends and asymmetric opportunities • Specialized in understanding supply-demand imbalances and market cycles 📈 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 – How to Make Money in Markets 1:55 – Why Supply Matters More Than Demand 8:20 – How to Understand Any Stock 11:05 – The AI Power Boom 14:35 – Why a Power Shortage Is Coming 27:30 – The Overlooked Bet: Natural Gas 47:00 – ASML & The Top Stock Strategy: Where the Real Money Is Made 📅 This episode was recorded in April 2026. All market insights 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 #AI #ASML #Nvidia #NaturalGas #Energy #StockMarket #ArtificialIntelligence #Infrastructure #Semiconductors #WealthBuilding
Forget Tesla: The Hidden Companies Powering the Humanoid Robot Boom | Top Stocks
🔔 Gain an instant edge over Wall Street: TopStocksLetter.com The next wave of AI isn’t happening on your screen. It’s stepping into the real world. We’ve already seen what artificial intelligence can do with text, images, and code… But what happens when AI is no longer just software— and starts moving, thinking, and working alongside humans? We’re talking about humanoid robots — and a shift that could rival the industrial revolution. From airports and hotels… to factories, hospitals, and even your home… AI-powered robots are moving from prototypes to real-world deployment faster than most people realize. So the real question is: Is this the beginning of a multi-trillion dollar opportunity… or are expectations getting ahead of reality? We break down the technology, the adoption curve, and the investment landscape behind one of the fastest-evolving trends in the world today. Welcome to the next phase of AI. CAN’T WATCH THE FULL EPISODE? START HERE: 0:00 – From Chatbots to Robots 4:42 – Why AI Changes Everything 7:03 – The Size of the Opportunity 11:13 – Robots Are Already Here 22:08 – The Robotics Investment Ecosystem 25:35 – The Global Race & Biggest Risks 32:59 – How to Invest in Robotics 38:03 – Final Verdict: Is Robotics a Top Investment? 📈 In this episode of TOP STOCKS, host Matt Weinschenk sits down with Brendan Ahern to break down one critical question: Are humanoid robots the next major investment opportunity… or still early-stage hype? This isn’t just about futuristic machines. It’s about a massive shift where: - AI meets the physical world - software becomes embodied intelligence - and automation moves beyond the factory floor And it’s already happening. With: • Robots being deployed in airports, hotels, and logistics centers • AI enabling machines to make real-time decisions • Production scaling from thousands to millions of units • Costs expected to fall dramatically with mass manufacturing • And global competition accelerating innovation …humanoid robotics is quickly moving from concept to reality. We break down: • How AI transforms robots from “toys” into economically viable tools • Why humanoid robots are designed like humans • The projected growth from thousands to millions of robots • Why falling costs could unlock mass adoption • Real-world examples already in use today • How fast the technology is improving (faster than expected) • The full robotics ecosystem — beyond just robot manufacturers • Why picking a single winner is extremely difficult • The global landscape: U.S., China, Europe, and beyond • The biggest risks, including regulation and labor disruption • How investors can gain exposure through diversified strategies (like ETFs) • And whether robotics should be considered a top investment This isn’t just a conversation about robots. It’s a deep dive into how AI, manufacturing, and global economics are converging to create one of the biggest technological shifts of the next decade. 👤 ABOUT THE GUEST: Brendan Ahern • CIO at KraneShares • Expert in global markets and thematic investing • Focused on emerging technologies and international opportunities 📈 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 – From Chatbots to Robots 4:42 – Why AI Changes Everything 7:03 – The Size of the Opportunity 11:13 – Robots Are Already Here 22:08 – The Robotics Investment Ecosystem 25:35 – The Global Race & Biggest Risks 32:59 – How to Invest in Robotics 38:03 – Final Verdict: Is Robotics a Top Investment? 📅 This episode was recorded in April 2026. All market insights 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 #AI #Robotics #HumanoidRobots #ArtificialIntelligence #Automation #FutureOfWork #TechStocks #WealthBuilding
Eli Lilly vs Novo Nordisk: The $100B Weight Loss Stock War | Top Stocks
🔔 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
$9B Manager Reveals Wealth Trap Destroying Gen Z's Financial Future | Top Stocks
🔔 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
