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Stansberry Investor Hour

Stansberry Investor Hour explores the most important headlines influencing the financial markets. Every week, cohosts Dan Ferris and Corey McLaughlin interview investment experts, authors, and top thinkers to explore how individuals should navigate today’s investing environment.
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March 10, 2026

He’s Up 201% in 2 Months… and Says a Major Market Drop Is Next

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

March 3, 2026

The 2:1 Rule That Makes You Profitable

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

February 23, 2026

This Trader Predicted a 38% Crash Before Earnings. Check Out What He's Saying Now.

In this week's Stansberry Investor Hour, Dan and Corey welcome Andy Swan to the show. Andy is the co-founder of LikeFolio, a financial-technology company focused on providing its clients with actionable research based on consumer-driven data. He has a free report focused on a new wave of health care and AI that can inform investors of how to best prepare before it arrives. You can download the report here: https://stocktradesmith.com/ Andy kicks things off by sharing how LikeFolio evolved from being designed to create "like" portfolios for social media users based on the companies they and their friends are interested in to being geared toward investors and traders. He says that the data from social media and other publicly available sources is very powerful because it can show where consumer sentiment is for a product and can help estimate sales for a product before an earnings report is released. Andy then provides some of his background in trading, along with his rules for investing. Next, Andy states that investors need to have some guardrails in place to protect their capital when investing. However, he believes that there's no "one size fits all" method and that investors need to ensure that the rules they establish match their approach. Andy switches the topic to the ease and accessibility of trading with apps like Robinhood. But he warns users to beware leveraged exchange-traded funds – while they sound appealing because of the potential to triple gains, "poisonous" stocks in a fund could send you tumbling. He then gives his thoughts on how AI is changing the world and what he thinks is the next step in its development. Finally, Andy discusses how one company is currently hated due to its financials, but according to his data, consumers are gravitating toward it. He compares it with other stocks that lost money early on but turned into behemoths in today's market due to new customers consistently using their products. This company could follow in their steps based on his data. And Andy provides his thoughts on the type of mentality to have as an investor. 0:00 Using social media to find investing opportunities; Andy's trading methods 20:12 Establish personalized guardrails; The dangers in leveraged trading; The future of AI investing 37:38 A hated company consumers love; The mentality to have as an investor 47:10 Dan and Corey's final thoughts

February 16, 2026

$1 Trillion Monopoly: 3 Biotech Trades With 10:1 Upside

In this week's Stansberry Investor Hour, Dan and John Engel welcome Dave Lashmet to the show. Dave is the editor of Stansberry Venture Technology, an advisory that takes a "venture capitalist" look at the market. Dave scours the market looking for little-known small-cap companies that are potentially producing the next wonder drug or technology. Dave kicks things off by discussing the first of three biopharmaceutical companies he's sharing that have monopolies in weight-loss drugs. He starts by showing how drugs gain their monopolies via patents, giving them "economic exclusivity." While companies might be targeting the same patients, the patents influence how they're being treated. The first company gains an edge by not only targeting folks suffering from obesity, but also by treating those with Type 2 diabetes. Dave also explains the contrast in mentality between the U.S. and other countries regarding obesity being preventable. And he provides info showing how obesity is a "slippery slope" and shares that a study found that participants who got off the drug gained back the weight they lost before. Next, Dave sums up how the first company has cleared all of the risks and expenses from clinical trials, while a close competitor still has to get past its trials due to unknown side effects. When asked about why folks would stay on a weight-loss pill for life, Dave points to how our culture has drastically changed over the years, from actively working on farms to passively working in cubicles. These drugs help balance out the resulting shift. Dave then transitions into the next company that has a drug that focuses on fatty liver disease. He explains how this distinction helps the company gain its monopoly due to how irreplaceable livers are. And similar to the first company, this drug will have lifelong consumers. And the good news for investors is that its only competitor causes weight gain. Finally, Dave presents the final company that tackles weight loss by focusing on genetics. Unlike the first two companies, this one treats patients with an injectable drug rather than a pill. However, it zeroes in on our natural "hunger switch," suppressing the users' appetites. Right now, the company is only waiting to get past trials, which puts it at a disadvantage compared with the other two. But Dave still believes that because of how it works, it's still set to stand beside the two pills. 0:00 The first weight-loss monopoly; The company's impact on Type 2 diabetes; Why the drug is effective long term 21:11 Why weight-loss drugs matter; The second weight-loss monopoly 39:06 The third weight-loss monopoly; Targeting a natural "hunger switch"; How all three companies are a solid combination 1:02:18 Dan's final thoughts

The Wide Moat Show

Every week with The Wide Moat Show, Brad Thomas and analyst Nick Ward discuss the biggest opportunities they’re seeing the markets right now. 
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March 5, 2026

16 Cheap Stocks to Buy: Our Market Madness Bracket Revealed

today. 🔥 What You’ll Learn in This Episode: Welcome back to The Wide Moat Show with Brad Thomas and co-host Nicholas Ward—and today we’re kicking off a special March Madness “Bracketology” episode built for dividend and value investors. Instead of teams, we’re running a Sweet 16 of high-quality stocks—two picks per sector—then advancing “winners” into an Elite Eight based on valuation, dividend yield, durability, and total return potential. Brad and Nick keep it lightning-round style, but still explain why each name makes the cut and what could drive upside over the next 12 months. They wrap with a call for comments: which companies deserve deeper dives, whether to finish the tournament (Final Four + “championship”), and an upcoming Wide Moat NCAA bracket challenge. 00:00 Intro: March Madness Bracketology for stocks (Sweet 16 → Elite Eight) 02:07 Format explained: 8 sectors, 16 “buy” stocks, pick sector winners 03:34 REIT matchup: Realty Income (O) vs VICI Properties (VICI) — valuation + yield case 06:09 Industrials matchup: Otis (OTIS) vs Xylem (XYL) — recurring revenue + water infrastructure 10:07 Utilities matchup: NextEra Energy (NEE) vs York Water (YORW) — dividend history + margin of safety 14:10 Tech matchup: Nvidia (NVDA) vs Microsoft (MSFT) — growth, valuation, PEG discussion 18:05 Asset managers: Blackstone (BX) vs Brookfield (BN) — “tollbooth” vs real assets 21:50 Consumer staples: PepsiCo (PEP) vs Kroger (KR) — staples valuation + dividend take 26:58 BDCs / private credit: Ares Capital (ARCC) vs OBDC — yield, rate risk, dividend-cut warning 31:25 Financials: BlackRock (BLK) vs S&P Global (SPGI) + wrap (finish the tournament, bracket challenge) #WideMoatShow, #DividendStocks, #ValueInvesting, #StockMarket, #Investing, #DividendInvesting, #REITs, #TechStocks, #Nvidia, #Microsoft, #BlackRock, #Blackstone, #PepsiCo, #Kroger, #AresCapital, #VICIProperties, #RealtyIncome, #Xylem, #NextEraEnergy, #YorkWater, #MarchMadnessStocks, #StockAnalysis, #PassiveIncome, #LongTermInvesting, #FinancialEducation

February 26, 2026

Tech Stock Crash: 4 Bargain Stocks to Buy in the SaaS-pocalypse

today. 🔥 What You’ll Learn in This Episode: In this episode of "The Wide Moat Show", Brad Thomas and Nicholas Ward break down the ongoing “SaaS-pocalypse” and the sharp selloff across cloud software stocks. With AI disruption fears dominating headlines, the duo dives deep into the future of Software-as-a-Service (SaaS), analyzing whether today’s beaten-down tech stocks represent generational buying opportunities or value traps. Brad and Nick explore whether these “fallen angel” SaaS stocks offer asymmetric upside potential, discussing earnings growth forecasts, free cash flow projections, AI integration strategies, and competitive moats. They also debate whether investors should lean into discounted high-growth tech or rotate toward safer mega-cap technology names. 🎯 Who This Episode Is For: * SaaS investing * Cloud computing stocks * AI disruption in enterprise software * CRM and marketing automation platforms * High-growth tech valuations * Dividend growth in tech * Software stock analysis * Wide moat investing strategies Enjoy this episode? Give us a like and comment with your favorite SaaS-pocalypse buys! Subscribe to The Wide Moat Show for weekly deep dives into dividend stocks, value investing, REITs, tech opportunities, and high-quality companies trading below intrinsic value. 00:00:00 Introduction & Market Carnage in Software 00:01:19 From Rolodex to SaaS – The Evolution of Business Software 00:03:04 What Is SaaS? Business Model, Margins & Moats 00:04:16 AI Fears & The “SaaS-pocalypse” Selloff 00:06:09 Salesforce Deep Dive – CRM, Moat & Valuation 00:12:21 HubSpot Analysis – SMB Focus & Growth Outlook 00:22:25 ServiceNow Breakdown – Enterprise Automation & AI 00:28:24 Constellation Software – Vertical Market Strategy 00:34:34 Technology Disruption Risks & AI Uncertainty 00:37:02 Final Thoughts & Next Week Preview #WideMoatShow, #SaaSStocks, #SoftwareStocks, #AIInvesting, #Salesforce, #HubSpot, #ServiceNow, #ConstellationSoftware, #TechStocks, #StockMarket, #GrowthStocks, #ValueInvesting, #DividendGrowth, #CRM, #CloudComputing, #ArtificialIntelligence, #FallingAngels, #StockAnalysis, #InvestingPodcast, #LongTermInvesting

February 19, 2026

3 High-Yield Investments to Retire Early (FIRE Edition)

today. In this special edition of the Wide Moat Show, hosted by Brad Thomas and Nicholas Ward, the duo dives deep into the rapidly growing FIRE movement (Financial Independence, Retire Early) and how investors can strategically build high-yield, passive income portfolios without sacrificing capital preservation. This episode blends Brad’s SWAN (Sleep Well At Night) investing philosophy with FIRE principles, offering actionable strategies for investors seeking financial independence through dividend stocks, REITs, BDCs, ETFs, and closed-end funds (CEFs). 🔥 What You’ll Learn in This Episode: ✔ Understanding the FIRE Movement ✔ Passive Income vs. Total Return ✔ Avoiding “Sucker Yields” 🎯 Who This Episode Is For - Investors pursuing financial independence - Dividend growth investors seeking higher yield - Retirees evaluating income sustainability - DIY investors and “Do-It-For-Me” ETF users - Anyone looking to build a SWAN portfolio that generates dependable passive income This episode delivers a powerful combination of retirement planning, high-yield investing, dividend safety analysis, and capital preservation strategy — helping investors balance growth and income while building a portfolio designed to achieve financial freedom. If you’re serious about FIRE investing, dividend income, or retiring early with confidence, this Wide Moat episode is a must-watch. 00:00 – Introduction & Special FIRE Edition Announcement 01:15 – What Is the FIRE Movement? (Financial Independence, Retire Early) 03:30 – Types of FIRE: Lean, Fat, Barista & Coast FIRE Explained 06:00 – Passive Income vs. 4% Withdrawal Strategy Debate 08:30 – Brad’s Story: From Fat FIRE to Capital Preservation 12:00 – Warning: High-Yield “Sucker” Stocks & BDC Risks 17:00 – ADX: High-Yield Equity CEF with 100-Year Track Record 22:00 – UTG: Utility & Infrastructure Income Fund (AI Power Demand) 29:30 – IDVO: International Dividend ETF with Covered Call Strategy 35:30 – Final Thoughts: Building a SWAN Portfolio for FIRE #FIRE #FinancialIndependence #RetireEarly #DividendInvesting #PassiveIncome #HighYieldStocks #REITInvesting #BDCInvesting #ETFInvesting

February 12, 2026

10 Stock Picks We Love: The KISS Approach to Market Volatility (Valentine's Day Edition)

Market volatility doesn’t require complicated strategies—it requires simple, repeatable fundamentals. In this special Valentine’s Day edition of The Wide Moat Show, Brad Thomas and Nick break down their KISS investing framework (Keep It Simple, Stupid) and share 10 stock picks they love right now. The core idea: buy high-quality companies, prioritize durable cash flow, reinvest dividends, and let compounding do the heavy lifting. Brad highlights two “boring is beautiful” REITs built for consistency, plus a surprise pick outside real estate. Then Nick goes lightning-round with a quality + valuation checklist and several names he’s buying (or watching closely) amid the selloff. Featured in this episode: - Why simplicity beats “paralysis by analysis” - The “2-factor” KISS filter: Quality + Valuation - Why REITs may be a “coiled spring” in 2026 - Monthly dividend favorites and fortress balance sheets - A candid look at moat risk (including travel disruption + AI) - Plus: the legendary Buc-ee’s tangent you didn’t know you needed 😄 Like, subscribe, and drop your favorite “KISS” stock pick in the comments—Brad and Nick read and respond. Chapters: 0:00 – Intro & Valentine’s Day Kickoff 1:30 – What “KISS Investing” Really Means 3:00 – Why Dividends + Compounding Win Long Term 5:00 – Simple REIT Business Models Explained 9:00 – Why 2026 Could Be a Big Year for REITs 13:00 – Asset Managers & the M&A Opportunity 17:30 – Market Selloff: Fear vs. Fundamentals 20:00 – Quality + Valuation: The 2-Factor Framework 23:30 – Moats, AI Disruption & Portfolio Trimming 27:30 – Buying High-Quality Compounders on Dips 30:00 – Key Takeaways: Keep It Simple 33:00 – Buc-ee’s, Travel AI & Closing Thoughts #WideMoat #WideMoatShow #DividendInvesting #KISSInvesting #StockPicks #ValueInvesting #LongTermInvesting #CompoundInterest #MarketVolatility #QualityStocks #DividendStocks #REITs #RealEstateInvesting #AgreeRealty #ADC #RegencyCenters #REG #Blackstone #BX #MoatInvesting #CashFlowInvesting #PortfolioStrategy #InvestingBasics #BuyAndHold #FinancialEducation #BradThomas #nickward

Masters in Trading Live with Jonathan Rose

Each morning the markets are open, Masters in Trading founder Jonathan Rose goes live at 11 a.m. Eastern to break down what he’s seeing in the markets and highlight potential trade setups. In about 15 minutes, you’ll discover how Jonathan evaluates opportunities and structures trades to help minimize risk while maximizing potential returns. It’s like a free trading mini-class every morning.
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March 9, 2026

JR's Smart Money Scanner Is Getting an Upgrade — Here’s Your Sneak Peak of What’s Next

📅 Live every weekday at 11:00 AM ET. Jonathan Rose Masters in Trading 💡 Trading isn’t about chasing what’s already hot. It’s about positioning yourself where the capital has to flow next. That’s how the creative trader always wins! 📈 Join us live every market day on Masters in Trading: Live 👍 Like the video 💬 Drop questions in the comments — I read them all! 🔔 Subscribe for daily market breakdowns 🚨 JOIN THE FREE UOA CHALLENGE → investorplace.com/challenge2026 Learn to spot insider trades before the news hits — 100% transparent, 0% fluff. 🎯 Featured in recent shows: • Copper Supply Crunch Analysis • Natural Gas Breakout Strategies • Sector Spotlights (Solar, Commodities, Refiners) • Tactical Trading Psychology • Real-Time Market Reactions ⚠️ Who This Video Is For: ✔️ Traders tired of blowing up accounts ✔️ Stock traders transitioning into options ✔️ Anyone trading copper, natural gas, and other commodities ✔️ Traders who want structure instead of guessing #CopperStocks #NaturalGas #BH #FCX #UNG #GPOR #CRK #RRC #MastersInTrading #Commodities #StockMarketLive #TradingEducation #AITrade

March 6, 2026

AI’s “Wallpaper” Phase: Who Are the Winners and Losers in 2026? IGV, CRWD, NOW + 4 AI Losers

🤖 AI isn't just disrupting industries — it's commoditizing them. And that shift is creating the most powerful trade setups for ealry investors in years. In today's Masters in Trading LIVE, Jonathan Rose breaks down what he calls the "Wallpaper Phase" of AI — the moment when a transformational technology stops being premium and starts being wallpaper. Free. Everywhere. Invisible. The last time this happened, it created massive winners AND massive casualties. Right now, it's happening to software — and the market isn't fully priced in yet. I cover: ▶ What the "Wallpaper Phase" means — and why it matters for your portfolio RIGHT NOW ▶ The "Cyber Ghost Trade": Why security companies like PANW, CRWD, NET & ZS are the quiet winners of AI expansion ▶ Why ADBE, CRM, ASAN & DOCU are facing permanent margin compression — not a temporary dip ▶ How ETF basket liquidations (IGV) are indiscriminately dragging down GOOD stocks alongside the casualties — and how to exploit it ▶ The asymmetric entry point framework: How to identify survivors when the market is panic-selling entire sectors ▶ The pair trade setup: Long the survivors, short the casualties — and how to size it properly 📊 KEY TICKERS DISCUSSED ✅ SURVIVORS (Cybersecurity): PANW | CRWD | MSFT | NET | ZS ❌ CASUALTIES (Commoditized): ADBE | CRM | ASAN | DOCU 📉 ETF WATCH: IGV (iShares Expanded Tech-Software ETF) 🚨 JOIN THE FREE OPTIONS CHALLENGE → https://investorplace.com/challenge2026 Check out the Masters in Trading Community Hub: https://mit-live-hub.netlify.app/ 🔔 Subscribe + hit the bell so you never miss a setup 📈 AND MAKE SURE TO JOIN US LIVE: Monday–Friday @ 11 AM ET on Masters in Trading. Real trades. Real risk management. Real education. #AIStocks #CRWDstock #PANWstock #SoftwareStocksCrash #AICommoditization #WallpaperPhaseAI #CybersecurityStocks #IGVetf #AdobeStock #SalesforceStock #CrowdStrikeOptions #PaloAltoNetworks #AIWinnersLosers #ETFliquidation #PairTradeSetup #AsymmetricEntry #AIBubble #SoftwareSelloff #OptionsTrading #MastersInTrading #JonathanRose #StockMarket2025 #NETstock #Zscaler #ADBEstock #CRMbearish #AIinvesting #TechStocks #CybersecurityGhostTrade #SoftwareETF

March 6, 2026

VIX, VVIX & MOVE: The 3 Risk Gauges That Control Every Trade I Make

📈 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 --- 💡 Trading isn't about chasing what's already hot. It's about positioning yourself where the capital has to flow next. That's how professionals manage risk — and that's what we break down every single day on this show. 🔥 In today's episode, we focus on the mindset that separates professionals from amateurs when volatility spikes: discipline over direction. When markets are reacting to geopolitics, earnings catalysts, and commodity rotations all at once — your risk gauges matter more than your bias. 📊 What You'll Learn in This Episode: → Why the VIX, VVIX, and MOVE Index are the three risk indicators every trader should watch — and what their current readings mean → How to use earnings season as a repeatable catalyst strategy (rinse-and-repeat framework) → Why commodity trades (oil, coal) become essential when equity volatility is elevated → How to turn a losing position into a winner — live NRDS strangle breakdown (15 calls / 12.5 puts → rolled into 10-strike calls) → Why "you're not a loser until expiry" is more than a saying — it's a professional risk management principle → How Skew tells you whether the market is pricing fear or greed → Why everything trades at a beta of 1 when the market sells off — and what to do about it 🎯 Key Levels & Indicators Discussed: • VIX: 30-day risk gauge — higher = market pressure to the downside • VVIX: Over 115–120 = massive uncertainty; under 110 = market permission to rally • MOVE Index: Bond volatility — spikes = more uncertainty, equities trade lower • Skew: Are options traders positioning for upside or downside? 💼 Tickers Mentioned: OXY, BTU, CNR, NRDS 📅 Live every weekday at 11:00 AM ET — Join the conversation in chat! 🚨 JOIN THE FREE OPTIONS CHALLENGE → https://investorplace.com/challenge2026 📈 JOIN US LIVE: Monday–Friday @ 11 AM ET on Masters in Trading. Real trades. Real risk management. Real education. #optionstrading #earningsseasonstrategy #VIXtradingstrategy #VVIXexplained #MOVEindex #riskmanagementtrading #howtotradeearnings #optionsstrangle #rollingoptions #commoditytrading #oilstocks #OXYstock #BTUstock #NRDSearnings #disciplineoverdirection #volatilitytrading #stockmarkettoday #livetrading #JonathanRose #MastersinTrading #optionstradingforbeginners #daytrading #skewoptions

March 6, 2026

Volatility Is Rising — But Our Early Warning System Is Already Pointing to the Next Trades

📅 Live every weekday at 11:00 AM ET. Jonathan Rose Masters in Trading 💡 Trading isn’t about chasing what’s already hot. It’s about positioning yourself where the capital has to flow next. That’s how the creative trader always wins! 📈 Join us live every market day on Masters in Trading: Live 👍 Like the video 💬 Drop questions in the comments — I read them all! 🔔 Subscribe for daily market breakdowns 🚨 JOIN THE FREE UOA CHALLENGE → investorplace.com/challenge2026 Learn to spot insider trades before the news hits — 100% transparent, 0% fluff. 🎯 Featured in recent shows: • Copper Supply Crunch Analysis • Natural Gas Breakout Strategies • Sector Spotlights (Solar, Commodities, Refiners) • Tactical Trading Psychology • Real-Time Market Reactions ⚠️ Who This Video Is For: ✔️ Traders tired of blowing up accounts ✔️ Stock traders transitioning into options ✔️ Anyone trading copper, natural gas, and other commodities ✔️ Traders who want structure instead of guessing #CopperStocks #NaturalGas #BH #FCX #UNG #GPOR #CRK #RRC #MastersInTrading #Commodities #StockMarketLive #TradingEducation #AITrade

Being Exponential with Luke Lango

Every week, tech futurist and investment strategist Luke Lango dives deep into how exponential progress is reshaping the economy, the markets, stocks, careers, and even life itself. He will show you how to spot the trends, ride the waves, and leverage exponential progress to unlock wealth, productivity, and freedom.
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March 5, 2026

The Iran Conflict Is Reshaping Every Market Right Now

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

February 26, 2026

Is The Stock Market Really Going to Collapse in 2028?

In this episode of Being Exponential, Luke Lango breaks down the implications of the newly released Citrini Research paper, “The 2028 Intelligence Crisis,” and what it could mean for markets, AI infrastructure, and the next wave of exponential investing. The report argues that we may be approaching a global intelligence bottleneck — a moment when compute, energy, data, and geopolitical competition collide in ways that reshape economic power. Luke explains what the “2028 Intelligence Crisis” thesis really means, whether it’s credible, and how markets are beginning to price it in. From there, we dive into the Physical AI trade — the shift from digital AI (chatbots, copilots, software automation) to embodied AI in robots, autonomous vehicles, drones, edge devices, and industrial systems. If intelligence becomes scarce and strategic, distribution and deployment become critical. That’s where Physical AI comes in. We also unpack what Luke calls the HALO Trade — the higher-order beneficiaries of AI buildout and deployment. These are the companies positioned not just in chips and data centers, but in the energy, materials, networking, and hardware layers required to support exponential intelligence growth. If AI isn’t a bubble — but a structural reordering of the global economy — then the implications for capital allocation, sector leadership, and market structure are enormous. This episode connects geopolitics, AI infrastructure, compute bottlenecks, and next-gen hardware into a unified investing framework. 🎧 Subscribe to Being Exponential with Luke Lango for weekly insights on AI investing, macro trends, and exponential change. 📍Timestamps📍 01:25 - Citrini Research Paper 19:58 - The Physical AI Trade 38:57 - The HALO Trade Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #hashtags#2028IntelligenceCrisis #AIArmsRace #AIInfrastructure #ArtificialIntelligence #AIBottleneck#HALOTrade #AIInvesting #TechStocks #Semiconductors #BeingExponential #LukeLango #ExponentialGrowth

February 19, 2026

The Market Signal Everyone's Missing Right Now

In this episode of Being Exponential, Luke Lango dives into the next evolution of artificial intelligence — and what it means for markets. We start with a breakdown of physical AI vs. digital AI. Digital AI powers chatbots, copilots, and software automation. Physical AI powers robots, autonomous vehicles, industrial systems, and real-world machines. Luke explains why this distinction matters — and why the shift toward embodied, real-world AI could define the next wave of exponential growth. Then we zoom out to look at index performance, including the historic moment as the Dow Jones Industrial Average hits 50,000. What’s really driving the move? Is it broad economic strength — or a narrow AI-fueled rally lifting the major indexes? We also tackle the intersection of politics and AI. From regulation and industrial policy to national competitiveness and capital flows, governments are increasingly shaping the trajectory of AI innovation. Luke breaks down how political dynamics could accelerate — or disrupt — the AI boom. If you’re trying to understand where the market is headed as AI moves from code to concrete, from software to robots, and from innovation to national strategy — this episode connects the dots. 🎧 Subscribe to Being Exponential with Luke Lango for weekly insights on AI investing, macro trends, and exponential change. 📍Timestamps📍 02:22 - Physical AI vs. Digital AI 14:31 - QQQ & IGV 22:22 - Politics in the AI Funnel 39:32 - The DOW hits 50,000 Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #hashtags#Dow50000 #DowJones #StockMarketNews #MarketRally #IndexInvesting #BullMarket #WallStreet#PhysicalAI #DigitalAI #AIRevolution #AIStocks #Robotics #AutonomousSystems #FutureOfAI

February 12, 2026

The SaaSpocalypse is only the Beginning...

In this episode of Being Exponential, Luke Lango breaks down the massive shifts happening across technology, markets, and liquidity — and why investors are entering a new phase of the AI cycle. We start with the ongoing SaaSpocalypse — the sharp selloff and structural reset hitting software stocks. As artificial intelligence becomes more vertically integrated and capable, the traditional SaaS middle layer is under pressure. Luke explains why this isn’t just a correction — it could be a long-term repricing of the entire software sector. Then we pivot to the opposite side of the trade: the explosive new wave of AI capital expenditures (capex). Meta, Microsoft, Amazon, OpenAI and others are committing hundreds of billions of dollars toward AI data centers, chips, infrastructure, and compute. Luke connects the dots between this spending surge and the hardware winners emerging from the AI arms race. From there, we zoom out to discuss liquidity in the markets — how capital flows, monetary conditions, and financial system dynamics are shaping asset prices beneath the surface. And finally, we tackle Bitcoin and crypto. If this is a liquidity-driven cycle, why isn’t Bitcoin behaving the way many expected? Luke shares his view on what crypto’s current performance is signaling — and what needs to change for the next breakout. If you want to understand how AI infrastructure, market liquidity, SaaS disruption, and crypto cycles all intersect — this episode connects the dots. 🎧 Subscribe to Being Exponential with Luke Lango for weekly insights on AI investing, macro trends, and exponential change. 📍Timestamps📍 00:49 - SaasPocalpyse FallOut 14:00 - Current AI Playbook 22:10 - Liquidity & Bitcoin Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #hashtags #BeingExponential #LukeLango #SaaSpocalypse #SaaS #SoftwareStocks #AIInvesting #AISpending #AICapex #DataCenters #MarketLiquidity #LiquidityCycle #Bitcoin #CryptoMarkets #ArtificialIntelligence #StockMarketNews #TechStocks #ExponentialGrowth

Navellier Market Buzz with Louis Navellier

A weekly video with real, no-nonsense insights into the stock market. Louis has spent decades spotting market leaders before they explode. We don’t chase hype, memes, or moonshots. Our focus is on high-quality stocks, smart strategies, and data-driven analysis that could actually help you grow your portfolio.
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March 8, 2026

Iran Crisis Shakes Markets: 3 Top Stock Picks Right Now with Special Guest Jason Bodner

Global markets are on edge as tensions in the Middle East escalate and the Strait of Hormuz shutdown begins impacting energy markets. Diesel and jet fuel prices are rising across Asia, Europe, and the Middle East, while investors closely watch how long the conflict with Iran could last and what it means for the global economy. In this interview, Jason Bodner, co-founder of MoneyFlows, discusses how geopolitical shocks affect markets, whether investors should stay on the sidelines, and where opportunities may emerge. He also shares his three top stock picks right now, while analyzing the recent rebound in software stocks like HubSpot, Salesforce, and Cloudflare, the strength of the Nasdaq vs. the Dow, and whether private credit yields from firms like BlackRock and Blackstone are sustainable. We also discuss what the latest payroll, retail sales, and productivity data signal for the economy, GDP growth, and the broader outlook for stocks. Stay tuned for insights on market volatility, global energy shocks, and the stocks investors are watching now. 👍 Like, subscribe, and turn on notifications for weekly market insights. Links mentioned in video: Jason’s Links: https://moneyflows.com/ https://www.youtube.com/@MoneyFlowsCom 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/ #OilPrices #StraitOfHormuz #EnergyCrisis #StockMarket #Investing #Geopolitics #MiddleEast #LNG #NaturalGas #WTI #DefenseStocks #Palantir #MarketVolatility #GlobalMarkets #TradeTensions #EU #Inflation #Commodities #MarketNews #StockMarket #MarketVolatility #IranCrisis #StraitOfHormuz #OilPrices #EnergyMarkets #StockPicks #Investing #StocksToWatch #Nasdaq #DowJones #TechStocks #HubSpot #Salesforce #Cloudflare #BlackRock #Blackstone #PrivateCredit #FinanceNews –––––––––––––––––––––––––––––– 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 (NVDA), Super Micro Computer, Inc. (SMCI), Oracle (ORCL), Apple Computer (AAPL), Microsoft Corporation (MSFT), Kinross Gold Corporation (KCG), Vertiv Holdings Co. Class A (VRT), and Wheaton Precious Metals Corp (WPM), in managed accounts. We do not own HP Inc. (HPQ),  Adobe Inc. (ADBE), Dollar General (DG), Dicks Sporting Goods (DKS), Lennar (LEN),  Intuit Inc. (INTU), Blue Owl (OWL),  Lamb Wesson (LW), Guidewire Software, Inc. (GWRE), and Alta Inc (ALTA), in managed accounts. Louis Navellier and his family own Nvidia (NVDA), Super Micro Computer, Inc. (SMCI), Apple Computer (AAPL), Microsoft Corporation (MSFT), Kinross Gold Corporation (KCG), Vertiv Holdings Co. Class A (VRT), and Wheaton Precious Metals Corp (WPM), via a Navellier managed account and Nvidia (NVDA), and Apple Computer (AAPL), in a personal account. They do not personally own HP Inc. (HPQ),  Oracle (ORCL), Adobe Inc. (ADBE), Dollar General (DG), Dicks Sporting Goods (DKS), Lennar (LEN),  Intuit Inc. (INTU), Blue Owl (OWL), Lamb Wesson (LW), Guidewire Software, Inc. (GWRE), and Alta Inc (ALTA).

March 7, 2026

Stock Market Alert: Oracle, Adobe, HP, Ulta & More Reporting Earnings | Special Guest Jason Bodner!

Several major companies are reporting earnings this week, and investors are paying close attention. Tech leaders HP Inc., Oracle, and Adobe are releasing results alongside major retail brands like Dollar General, Ulta Beauty, and Dick’s Sporting Goods. Housing giant Lennar, EV maker Li Auto, and precious metals company Wheaton Precious Metals are also reporting. In this video, we break down the key earnings to watch, what analysts expect, and which stocks could move the market. If you follow the stock market, earnings season, and investing news, this is an important week to watch. Stay tuned for the latest stock market updates, earnings analysis, and investing insights. 👍 Like, subscribe, and turn on notifications for weekly market insights. Links mentioned in video: Jason’s Links: https://moneyflows.com/ https://www.youtube.com/@MoneyFlowsCom 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/ #StockMarket #EarningsSeason #StockMarketNews #Oracle #Adobe #HP #UltaBeauty #DollarGeneral #Lennar #LiAuto #WheatonPreciousMetals #Investing #StocksToWatch #MarketNews #FinanceNews #InvestingTips #WallStreet #EarningsReport Navellier & Associates owns Nvidia (NVDA), Super Micro Computer, Inc. (SMCI), Oracle (ORCL), Apple Computer (AAPL), Microsoft Corporation (MSFT), Kinross Gold Corporation (KCG), Vertiv Holdings Co. Class A (VRT), and Wheaton Precious Metals Corp (WPM), in managed accounts. We do not own HP Inc. (HPQ),  Adobe Inc. (ADBE), Dollar General (DG), Dicks Sporting Goods (DKS), Lennar (LEN),  Intuit Inc. (INTU), Blue Owl (OWL),  Lamb Wesson (LW), Guidewire Software, Inc. (GWRE), and Alta Inc (ALTA), in managed accounts. Louis Navellier and his family own Nvidia (NVDA), Super Micro Computer, Inc. (SMCI), Apple Computer (AAPL), Microsoft Corporation (MSFT), Kinross Gold Corporation (KCG), Vertiv Holdings Co. Class A (VRT), and Wheaton Precious Metals Corp (WPM), via a Navellier managed account and Nvidia (NVDA), and Apple Computer (AAPL), in a personal account. They do not personally own HP Inc. (HPQ),  Oracle (ORCL), Adobe Inc. (ADBE), Dollar General (DG), Dicks Sporting Goods (DKS), Lennar (LEN),  Intuit Inc. (INTU), Blue Owl (OWL), Lamb Wesson (LW), Guidewire Software, Inc. (GWRE), and Alta Inc (ALTA).

March 4, 2026

Strait of Hormuz Closed: Oil Surges & What It Means for Markets

Oil is surging after the Strait of Hormuz was reportedly shut down, while military tensions in the Middle East continue to escalate. In today’s episode, we break down: • What the Strait closure means for global oil supply• Qatar halting LNG production and the impact on energy markets• Whether U.S. LNG exports shift global power dynamics• Rising trade tensions between the U.S. and Spain• Italy’s fiscal struggles and EU implications• Defense stocks like ESLT, PLTR, and HWM• How our quantitative model is positioned right now Markets are on edge — but volatility creates opportunity. 👍 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/ #OilPrices #StraitOfHormuz #EnergyCrisis #StockMarket #Investing #Geopolitics #MiddleEast #LNG #NaturalGas #WTI #DefenseStocks #Palantir #MarketVolatility #GlobalMarkets #TradeTensions #EU #Inflation #Commodities #marketnews Navellier & Associates owns Nvidia Corp (NVDA), Oracle Corp (ORCL), Palantir Technologies Inc. Class A (PLTR), Elbit Systems Ltd (ESLT), and Howmet Aerospace Inc. (HWM), in managed accounts. Navellier does not own eToro Group (ETOR), Qualcomm (QCOM), and Venture Global (VG).  Louis Navellier and his family own Nvidia Corp (NVDA), Palantir Technologies Inc. Class A (PLTR), Elbit Systems Ltd (ESLT), and Howmet Aerospace Inc. (HWM), via a Navellier managed account and Nvidia Corp (NVDA), in a personal account. They do not own eToro Group (ETOR), Qualcomm (QCOM), and Venture Global (VG) or Oracle Corp (ORCL).

March 1, 2026

Nvidia Beats by 73%… So Why Did NVDA Drop? | Mortgage Rates Under 6% — Market Turning Point?

Nvidia just delivered a massive earnings report — 73% sales growth and 82% operating income growth — beating analyst estimates and guiding higher. So why didn’t NVDA rally? In this episode of Navellier Market Buzz, Crystal and Louie break down why profit taking, covered call option writing, and market mechanics may have pressured the stock — despite explosive growth. With CEO Jensen Huang declaring that the “agentic AI inflection point has arrived,” is Nvidia still one of the best AI stocks to buy on the dip? Meanwhile, fixed mortgage rates have fallen below 6% and the 10-year Treasury yield is sitting at its lowest level in three years. Are we on the verge of an interest rate collapse — and what does that mean for stocks in March? We also discuss: • Why bond yields and mortgage rates are falling • Whether investors should take profits or accumulate strong stocks on dips • President Donald Trump’s proposed “rate-payer protection pledge” and what it means for AI data center energy demand • The wave of tariff refund lawsuits filed in the United States Court of International Trade and implications for the federal budget • Energy price risks amid ongoing Iran negotiations • And a preview of earnings next week, including Ciena (CIEN) Is this the start of a new bull leg fueled by falling rates — or a warning sign of economic slowdown? Watch now to get ahead of the market. 👍 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/ #Nvidia #NVDA #NvidiaEarnings #StockMarket #Investing #AIStocks #ArtificialIntelligence #JensenHuang #MortgageRates #InterestRates #10YearTreasury #BondYields #RateCuts #FederalReserve #MarketOutlook #BuyTheDip #StockMarketNews #Trump #EnergyStocks #Ciena #CIEN #InterestRateCollapse #MortgageRatesToday #TreasuryYield #BondMarket #RateCutSpeculation #InflationUpdate #CPI #MarketTurningPoint #EconomicOutlook #FedPolicy #RecessionWatch #BullMarket #StockMarketToday #AIRevolution #AgenticAI #SemiconductorStocks #TechStocks #GrowthStocks #CoveredCalls #OptionsTrading #LongTermInvesting #WealthBuilding #PortfolioStrategy #AccumulationPhase #EarningsSeason #WallStreet –––––––––––––––––––––––––––––– 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 ...   ––––––––––––––––––––––––––––––

Market Swings

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March 4, 2026

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

February 27, 2026

How Social Media Made Alissa Kacar a PGA Tour Insider

This isn’t just a golf influencer story — it’s a 7-year reinvention. 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 If you'd like, I can also tighten this into a more YouTube-optimized description (stronger first 2 lines for CTR + SEO layering around “PGA Tour,” “golf influencer,” and “career pivot”).

February 18, 2026

Clubs Down, Drinks Up: 19th Hole Rapid Fire

Clubs down. Drinks up. Welcome to THE 19TH HOLE — where the real conversation starts after the scorecard is signed. In this episode, we recap a private nine-hole round on a closed course — just us, the fairways… and a few robots quietly roaming in the background. What starts as a relaxed post-round hang turns into rapid-fire golf takes, GOAT debates, and a look at where the game is headed next. From dream foursomes featuring Scottie Scheffler and Tiger Woods, to whether autonomous carts are the future of golf, this one blends tradition and tech in true 19th Hole fashion. Early tee times or sunset shadows? Walk or ride? Music or silence? Robot caddie… or never? No scripts. No mulligans. Just real golfers, real opinions, and the kind of debates that only happen when the drinks are poured. --- 🍻 TOPICS COVERED: • Playing a course completely closed to the public • Installing robots on elite golf properties • Dream foursomes: Scheffler, Tiger, Hatton & more • Best course ever played (including Shadow Creek Golf Course) • Walk vs ride debate • Morning vs afternoon tee times • Breakfast balls & “gimme” range etiquette • Favorite major championship (hello, Masters Tournament) • Tiger vs Jack debate • Best golf movie: Happy Gilmore or Caddyshack • Music on the course — yes or no? • Caddie, carry, or robot caddie? • Autonomous golf carts: future or gimmick? • Favorite club in the bag (3-wood vs 7-iron showdown) --- 🏌️ ABOUT THE 19TH HOLE: The 19th Hole is where golf meets conversation. Fast-paced, unscripted post-round discussions that mix humor, hot takes, and insight from the people shaping the game — on and off the course. Because the most honest answers don’t happen on the first tee. They happen after the round. --- ⏱️ CHAPTERS: 0:00 – Welcome to the 19th Hole 0:18 – Private Course + Robots on Property 0:50 – Dream Foursomes 1:27 – Best Course Ever Played 1:48 – Walk or Ride? 2:00 – Morning vs Afternoon Tee Times 2:26 – Breakfast Balls & Gimme Range 2:49 – Favorite Major 2:58 – Tiger vs Jack 3:12 – Best Golf Movie Debate 3:25 – Music on the Course 3:44 – Caddie vs Carry 4:00 – Robot Caddie? 4:06 – Autonomous Golf Carts 4:39 – Favorite Club in the Bag 4:55 – Drinks Up, Round Closed --- 📱 CONNECT: Instagram: @marketswings LinkedIn: Market Swings with Josh Baylin #the19thhole #golfculture #golflife #tigervsjack #shadowcreek #golftech #golfpodcast #rapidfire #golfdebate 🔔 NEW EPISODES WEEKLY — SUBSCRIBE

February 11, 2026

How a $200K ROBOT WILL REVOLUTIONIZE Golf in 18 Months

$200K robots. Zero gas. 24/7 mowing. Welcome to the automation of American golf. In this episode of MARKET SWINGS, host Josh Baylin plays nine holes at The Santaluz Club with two men making serious bets on autonomy. Jack Anderson, VP of Robotics at Firefly Automatics, has deployed more than 7,000 robots across warehouses, hospitals, and schools — and now he’s bringing that experience to golf courses. Jeff Miller, Director of Agronomy at The Santaluz Club, was an early adopter of autonomous mowing technology and now operates more than two dozen robots across fairways and rough. These aren’t prototypes. They’re not “coming soon.” They’re already here. With $200,000 autonomous fairway mowers running 5:00 a.m. starts and rough units operating 24/7, this episode breaks down the real economics behind robotics in outdoor environments — including ROI, labor strategy, software updates, and why automation doesn’t necessarily eliminate jobs… it reshapes them. From RTK GPS and LiDAR stacks to 18-month payback periods and Jevons Paradox, this is a ground-level look at how robotics is quietly transforming a 20,000-course industry. No sci-fi hype. No humanoid demos. Just machines that work. And yes — someone has to mow a hole by hand. 💰 TOPICS COVERED: • Why golf may be the perfect testing ground for outdoor autonomy • How $200K robots pencil with 18-month payback periods • The real labor economics behind 24/7 mowing • RTK GPS, LiDAR, and the autonomy tech stack explained • Why purpose-built robots beat retrofits • Jevons Paradox — and why efficiency increases usage • How automation upgrades workers instead of replacing them • What longevity looks like for 10,000-hour electric machines • Where Firefly goes from here 📖 The Jevons Paradox article Josh references: https://stansberryresearch.com/dailywealth/the-ai-boom-is-about-to-repeat-a-160-year-old-paradox 👤 ABOUT THE GUESTS: Jack Anderson VP of Robotics, Firefly Automatics • Deployed 7,000+ robots across multiple industries • Leading autonomous fairway platform development LinkedIn: https://www.linkedin.com/in/jack-anderson-51414b11a/ Jeff Miller Director of Agronomy, The Santaluz Club • 25-year superintendent • Early U.S. adopter of golf course robotics • Oversees fleet of 24+ autonomous units LinkedIn: https://www.linkedin.com/in/jeffrey-miller-18652a285/ 🏌️ ABOUT MARKET SWINGS: Premium conversations on America’s finest golf courses — where the rhythm of the game creates space for real talk about money, policy, technology, 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 – $200K Robots on the First Tee 1:27 – Skins Game Stakes: Loser Mows by Hand 2:02 – Why Golf Courses Are a Robotics Playground 4:05 – Firefly’s Origin Story (From Sod Farms to Fairways) 6:49 – 25 Years in Agronomy — Why Jeff Bet on Autonomy 8:00 – 24/7 Rough Mowing & 5:00 a.m. Fairways 9:24 – 65 Courses. 300% Growth. Robots Are Here 11:34 – The Real ROI: 18-Month Payback Explained 12:17 – Jevons Paradox & Why Efficiency Increases Usage 14:08 – Inside the Tech Stack: RTK GPS, LiDAR & Cameras 18:02 – “User-in-the-Loop” Automation on the Course 19:36 – Labor Fears vs. Labor Upgrading 22:38 – Why Robotics Dominated the 2024–2025 Trade Shows 27:50 – 10,000-Hour Machines & Software-Defined Equipment 33:16 – Under the Hood: Battery, Compute & Cutting Systems 38:58 – What Operators Really Think (Cup Holder Request) 45:05 – Are Robots Replacing Jobs? 48:03 – Where Firefly Goes in 5 Years 55:31 – The Final Bet: Who’s Mowing 📱 CONNECT: Instagram: @marketswings LinkedIn: Market Swings with Josh Baylin #marketswings #robotics #automation #golf #AI #firefly #investing #jevonsparadox #technology #outdoorrobots 🔔 NEW EPISODES BIWEEKLY — SUBSCRIBE

Trading with Larry Live

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March 10, 2026

How to Trade the Crazy Oil Market - 03/09/2026

📍 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]

March 9, 2026

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]

March 6, 2026

The Trump Oil Conspiracy Theory - 03/05/2026

📍 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]

March 5, 2026

No One Knows Where Gold Is Going - 03/04/2026

📍 In this episode: Larry Benedict and Eric Shamilov go head-to-head on some of the most pressing questions in the market right now — and pull no punches doing it. Larry opens with a blistering take on gold, arguing that the metal has been taken over by meme-driven retail mania and is impossible to predict on any given day, while Eric pushes back with a fundamentals-based bull case and a bold call for $6,000 gold this year. They dig into the S&P's bizarre behavior — flat on the year while swinging 100+ handles every single day. The two also debate Bitcoin's month-long coil and whether it has legs to $75k. 🕒 Timestamps: 3:52 - The New Gold Reality 5:27 - We're in a War Market 7:12 - S&P Skew Is Back to Liberation Day Levels 8:18 - Tariff Whiplash 9:03 - Nvidia Moves $3 on Two Ticks 16:19 - The SEC Finally Acts 17:33 - 2,186 Days Without a Losing Day 19:56 - Everyone's Gambling in Stocks Now 21:14 - Larry vs. Eric: The Great Gold Debate 23:56 - Bullish on Bitcoin 33:17 - Fake Headlines, Ship Insurance, and a Market That Won't Stop Moving 36:34 - Iron Condors, Straddles & a Full-Out Casino 39:08 - Bitcoin Just Broke Out of a Month-Long Coil 47:12 - The Gold/Silver Trade Explained 50:10 - Oil Is the Proxy — And It's Still a Red Light for This Market 55:58 - Trump Project 2026: Protect Yourself in a Volatile Market 59:02 - The AI Space Trade 👤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

Each week, Matt Weinschenk dives deep into the hottest stocks in the market, delivering expert analysis and actionable insights for investors.
View the archive

March 6, 2026

Microsoft Just Crashed 30%... Is This a Trap or a One-in-a-Decade Buy Opportunity? | Top Stocks

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

February 27, 2026

Alphabet at $7.5 Trillion? Why Google is Still the Best AI Bet for 2030 | Top Stocks

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