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

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

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

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

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

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

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

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

📈 Welcome to Masters in Trading LIVE with Jonathan Rose We're live every market day at 11:00 AM ET sharing professional-grade trade setups, with a focus on unusual options activity (UOA), volatility dislocations, and actionable trade ideas - Unusual Options, Investorplace, Investorplace Analyst, Masters in Trading LIVE 🚨 JOIN THE FREE UOA CHALLENGE → https://investorplace.com/challenge2025 Learn to spot insider trades before the news hits — 100% transparent, 0% fluff. 🎯 Featured in recent shows: • UOA Scanner Breakdowns • Options Order Flow Analysis • Sector Spotlights (Uranium, Quantum, Drones) • Tactical Trading Psychology • Real-Time Market Reactions 📢 SUBSCRIBE & Hit the bell 🔔 so you don’t miss our daily edge. 📌 JOIN THE CONVERSATION: Comment below your favorite tickers or ask questions — we feature real trades live on air! #UnusualOptionsActivity #OptionsTrading #MastersInTrading #JonathanRose #UOA #StockMarketLive #TradingEducation #InsiderTrades

📈 Welcome to Masters in Trading LIVE with Jonathan Rose We're live every market day at 11:00 AM ET sharing professional-grade trade setups, with a focus on unusual options activity (UOA), volatility dislocations, and actionable trade ideas - Unusual Options, Investorplace, Investorplace Analyst, Masters in Trading LIVE ---- ---- ---- The CEO of Google DeepMind — a Nobel Prize winner and the man who solved protein folding — just gave one of the most important interviews of the decade. And almost nobody in the trading community is paying attention. Demis Hassabis says AGI will be 10x the Industrial Revolution at 10x the speed. Not a metaphor. His actual framing. In today's Masters in Trading LIVE, Jonathan Rose breaks down the five key insights from that interview and translates them into a three-tier investment framework — with specific stocks at every level. 📌 What You'll Learn Today: → Why Demis Hassabis is the single most important voice in AI right now — and what he's actually saying → His exact prediction: "Today's AI is a bit overhyped — but in 10 years, this period will be very underappreciated" → How AGI could reduce child mortality, accelerate drug discovery, and rewire the global energy grid → The three-tier framework for positioning in AGI before the market catches up → Why the best public proxy for Isomorphic Labs is a stock most investors have never heard of → How to size into a 5–10 year thesis without overexposing yourself in a volatile market 📅 Join Masters in Trading LIVE — every market day at 11:00 AM ET 🔔 Subscribe & hit the bell so you never miss a live session 🚨 JOIN THE FREE UOA CHALLENGE → https://investorplace.com/challenge2026 Learn to spot insider trades before the news hits — 100% transparent, 0% fluff. 📌 JOIN THE CONVERSATION: Comment below your favorite tickers or ask questions — we feature real trades live on air! #AGI #ArtificialGeneralIntelligence #AIStocks #SDGR #Schrodinger #OptionsTrading #JonathanRose #MastersInTrading #DeepMind #DemisHassabis #AIInvesting #DrugDiscovery #TechStocks #StockMarket #InvestingIn2026

📈 Welcome to Masters in Trading LIVE with Jonathan Rose We're live every market day at 11:00 AM ET sharing professional-grade trade setups, with a focus on unusual options activity (UOA), volatility dislocations, and actionable trade ideas - Unusual Options, Investorplace, Investorplace Analyst, Masters in Trading LIVE ---- ---- ---- The biggest threat to crypto today is quantum computing — and it's closer to cracking the crypto security crisis than anyone wants to admit. In this video, Jonathan Rose breaks down the Google DeepMind white paper that's being ignored by mainstream crypto, explains exactly why Bitcoin and Ethereum are vulnerable, and reveals the one token he's trading right now built to survive the quantum era — ALGO (Algorand). In this video: 🔬 What Google's DeepMind white paper actually says — and why it changes everything for crypto ⚡ Less than 500,000 physical qubits to crack Bitcoin and ETH encryption — a 20x reduction from prior estimates ⏱️ 9 minutes: How long it would take a quantum computer to break a Bitcoin private key 💀 6.9 million Bitcoin (33% of all BTC in circulation) are already vulnerable to a quantum attack 🔐 Why ALGO (Algorand) was cited 32 times in the paper — and what makes it the only pure-play quantum-ready blockchain 📈 The post-quantum market: $4B today, growing at a 46% CAGR — and one crypto positioned to capture it all The Trade Setup: ALGO (Algorand): Already long from $0.10 — up 20% since first shared. Still compelling at $0.12 as the only pure-play in quantum-resistant blockchain technology. Available on Coinbase. Key insight: The first functional quantum computer may not be announced publicly — it will be detected on the blockchain when Bitcoin wallets start getting drained. ALGO is the hedge before that moment arrives. 📅 Join Masters in Trading LIVE — every market day at 11:00 AM ET 🔔 Subscribe & hit the bell so you never miss a live session 🚨 JOIN THE FREE UOA CHALLENGE → https://investorplace.com/challenge2026 Learn to spot insider trades before the news hits — 100% transparent, 0% fluff. #Algorand #ALGO #QuantumCrypto #Bitcoin #Ethereum #CryptoTrade #QuantumComputing #MastersInTrading #JonathanRose #CryptoNews

📈 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 ---- ---- ---- In volatile, news-driven markets, the traders who win aren't chasing momentum — they're watching what breaks. When historically correlated assets start moving in opposite directions, that's not noise. That's signal. In today's Masters in Trading LIVE, Jonathan Rose breaks down one of the most underused frameworks in professional trading: correlations and divergences — and how to turn a breakdown in those relationships into a concrete trade edge right now. 📌 What You'll Learn Today: → Why nothing trades in isolation — and how to exploit that as an edge → How to read correlation breakdowns: tight (0.99 crude/Brent) vs. loose (0.4 lithium/copper) → Why commodities are the sector to watch when broader market beta gets volatile → Pair trading basics: going long one asset, short another to strip out directional risk → How supply and demand is the real engine behind every correlation breakdown → Why patience is the #1 success trait for traders — and how to wait for the right entry 📅 Join Masters in Trading LIVE — every market day at 11:00 AM ET 🔔 Subscribe & hit the bell so you never miss a live session 🚨 JOIN THE FREE UOA CHALLENGE → https://investorplace.com/challenge2026 Learn to spot insider trades before the news hits — 100% transparent, 0% fluff. 📌 JOIN THE CONVERSATION: Comment below your favorite tickers or ask questions — we feature real trades live on air! #OptionsTrading #TradingCorrelations #PairTrading #CVI #Refiners #MarketVolatility #JonathanRose #MastersInTrading #UnusualOptionsActivity #CrudeOil #GoldSilver #Nasdaq #SP500 #StockOptions #TradingStrategy

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

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

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

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

While everyone panics over Iran and Jamie Dimon's inflation warnings, analysts just quietly upgraded two data center stocks to the highest levels in 5 years. In this episode, Louie reveals his top 2 picks in cloud infrastructure—companies with explosive growth forecasts and analyst upgrades piling up across the board. These are the stocks building the backbone of AI and cloud computing while Wall Street is distracted by headlines. What we cover: ✅ Why earnings estimates just hit a 5-year high ✅ The Iran conflict—and why U.S. stocks remain an oasis ✅ Jamie Dimon's "skunk at the party" inflation warning ✅ ISM Services data: 21 straight months of expansion ✅ GDP & CPI reports dropping this week ✅ Louie's 2 favorite data center plays with 29-73% growth forecasts ✅ Subscriber Q&A 👍 Like, subscribe, and turn on notifications for weekly market insights. Links mentioned in video: My New Book is Out! 🎉 Get Your Copy Here: 👉 Sacred Truths of Investing https://a.co/d/0WXtqZr Listen to Market Buzz on Spotify! https://open.spotify.com/show/5Whlprq... ---------------------------------------------------------------------------------------------------- 💡 📊 Access Louis Navellier's FREE Market Tools & Commentary! Links Below! 🔹 Navellier's Stock Grader – Find Out How Your Stocks Rank Free! https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 📈 Louis Navellier’s Market360 https://investorplace.com/market360/ 📩 Get Market Updates Straight to Your Inbox! https://navellier.com/market-mail/ 🔍 Navellier Graders – Deep Stock Analysis https://www.navelliergrader.com/nsd/ #NavellierMarketBuzz #StockMarket #Investing #Stocks #MarketNews #StockMarketNews #TodaysMarket #MarketAnalysis #StockPicks Navellier & Associates owns Nvidia (NVDA), Super Micro Computer, Inc. (SMCI), Celestica Inc. (CLS), Vertiv Holdings Co. Class A (VRT), and Exxon Mobil Corporation (XOM), in managed accounts. We do not own  Boeing (BA), Energy Fuels (UUUU), United States Antimony (UAMY), Applied Digital Corp(APLD), or Chevron (CHV), in managed accounts. Louis Navellier and his family own Nvidia (NVDA), Super Micro Computer, Inc. (SMCI), Celestica Inc. (CLS), Vertiv Holdings Co. Class A (VRT), and Exxon Mobil Corporation (XOM), via a Navellier managed account and Nvidia (NVDA), in a personal account. They do not personally own Boeing (BA), Energy Fuels (UUUU), United States Antimony (UAMY), Applied Digital Corp(APLD), or Chevron (CHV).

Quarter-end window dressing just delivered massive gains—Louie's Fundamental A stocks surged 11.35% in 5 days while the S&P 500 crawled up 1.63%. Today we brought on Eric Fry, the investor behind more 10,000% winners than almost anyone in the game. 🔥 What We Cover: * Eric's 3 top stock picks RIGHT NOW * Why Eric's portfolio is loaded with energy stocks * The Nvidia debate: Eric sold, Louie's still holding—who's right? * U.S. energy dominance: Are we about to control global exports? * Quarter-end window dressing explained * Delta & Constellation Brands earnings preview * The difference between Fry's Investment Report vs The Speculator 👍 Like, subscribe, and turn on notifications for weekly market insights. Links mentioned in video: Eric’s Links: https://investorplace.com/author/ericfry/ Investment Report - https://secure.investorplace.com/?cid=MKT756679&eid=MKT809887&assetId=AST312034&page=3 The Speculator- https://secure.investorplace.com/?cid=MKT756664&eid=MKT805848&assetId=AST312030&page=3 My New Book is Out! 🎉 Get Your Copy Here: 👉 Sacred Truths of Investing https://a.co/d/0WXtqZr Listen to Market Buzz on Spotify! https://open.spotify.com/show/5Whlprq... ---------------------------------------------------------------------------------------------------- 💡 📊 Access Louis Navellier's FREE Market Tools & Commentary! Links Below! 🔹 Navellier's Stock Grader – Find Out How Your Stocks Rank Free! https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 📈 Louis Navellier’s Market360 https://investorplace.com/market360/ 📩 Get Market Updates Straight to Your Inbox! https://navellier.com/market-mail/ 🔍 Navellier Graders – Deep Stock Analysis https://www.navelliergrader.com/nsd/ #NavellierMarketBuzz #stocks #investing #ericfry #nvidia #energystocks #stockmarket –––––––––––––––––––––––––––––– Music: Hypnosis by meloddict     / meloddict   License: Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://audiolibrary.com.co/meloddict... Music promoted by Audio Library:      • Melodic, Progressive, Trance No Copyright ...   –––––––––––––––––––––––––––––– Navellier & Associates owns Nvidia (NVDA), Valero Energy Corporation (VLO), Delta Airlines (DAL), and Exxon Mobil Corporation (XOM), in managed accounts.  Navellier does not own Devon Energy Corporation (DVN),  Fevertree Drinks (FEVR), Primo Brands (PRMB), SM Energy (SM), or Birkenstock (BIRK), in managed accounts. Louis Navellier and his family own Nvidia (NVDA), and Exxon Mobil Corporation (XOM), via a Navellier managed account, and Nvidia (NVDA), in a personal account.  They do not own Devon Energy Corporation (DVN),  Fevertree Drinks (FEVR), Primo Brands (PRMB), SM Energy (SM), Valero Energy Corporation (VLO), Delta Airlines (DAL), or Birkenstock (BIRK), personally.

Markets are down, but don't panic—let's find the opportunity together. In today's episode, we break down what's really happening: mean reversion algorithms flipping the market, bond vigilantes making a comeback, and why Fed Chair Powell isn't worried about inflation (even though food and energy prices are spiking). We'll cut through the noise, calm your nerves, and show you where smart investors are finding value right now. 👍 Like, subscribe, and turn on notifications for weekly market insights. Links mentioned in video: My New Book is Out! 🎉 Get Your Copy Here: 👉 Sacred Truths of Investing https://a.co/d/0WXtqZr Listen to Market Buzz on Spotify! https://open.spotify.com/show/5Whlprq... ---------------------------------------------------------------------------------------------------- 💡 📊 Access Louis Navellier's FREE Market Tools & Commentary! Links Below! 🔹 Navellier's Stock Grader – Find Out How Your Stocks Rank Free! https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 📈 Louis Navellier’s Market360 https://investorplace.com/market360/ 📩 Get Market Updates Straight to Your Inbox! https://navellier.com/market-mail/ 🔍 Navellier Graders – Deep Stock Analysis https://www.navelliergrader.com/nsd/ #NavellierMarketBuzz #StockMarket #Investing #Stocks #MarketNews #StockMarketNews #TodaysMarket #MarketAnalysis #stockpicks Navellier & Associates owns Nvidia Corp (NVDA), AppLovin Corp. Class A (APP), Comfort Systems USA, Inc. (FIX), Vertiv Holdings Co. Class A (VRT), Palantir Technologies Inc. Class A (PLTR), and Micron Technology, Inc. (MU), in managed accounts. We do not do not own Guidewire Software, Inc. (GWRE), (BBAS), EOS Energy Enterprises (EOSR), or Kratos Defense (KTOS), in managed accounts. Louis Navellier and his family own Nvidia Corp (NVDA), AppLovin Corp. Class A (APP), Comfort Systems USA, Inc. (FIX), Vertiv Holdings Co. Class A (VRT), Palantir Technologies Inc. Class A (PLTR), and Micron Technology, Inc. (MU), via a Navellier managed account and Nvidia Corp (NVDA), in a personal account. They do not own Guidewire Software, Inc. (GWRE), (BBAS), EOS Energy Enterprises (EOSR), Kratos Defense (KTOS), personally.

Is the small cap comeback finally here? Louis Navellier and Crystal Navellier are joined by 5-star portfolio manager Michael Borgan — sub-advisor for Navellier Small & Mid Cap Portfolios and manager of Breakthrough Stocks (up 62.4% in 2025) — to break down what's moving markets right now. In this episode: * 🌍 Iran tensions & Trump's military pause — what to watch next * 🐇 Small & mid cap stocks: when are the "bunnies" ready to run? * ⚛️ D-Wave & IonQ — is quantum computing truly investable right now? * 💡 Credo Technology (CRDO) and the optical computing wave * 🚀 Rocket Lab & the rise of space as a serious investment theme * ☢️ Uranium Energy — the AI data center & small modular reactor thesis * 🏗️ Argan, Primoris & OGE Energy — AI infrastructure buildout runway * 📊 Earnings previews: McCormick, FactSet, Conagra, Lamb Weston, Cal-Maine & Nike Nike's earnings could be a major market mover — tariff headwinds, China exposure, and a brand turnaround all in play. Don't miss our full breakdown. 👍 Like, subscribe, and turn on notifications for weekly market insights. Links mentioned in video: Micheal’s Links: https://sapphirestarcapital.com/ My New Book is Out! 🎉 Get Your Copy Here: 👉 Sacred Truths of Investing https://a.co/d/0WXtqZr Listen to Market Buzz on Spotify! https://open.spotify.com/show/5Whlprq... ---------------------------------------------------------------------------------------------------- 💡 📊 Access Louis Navellier's FREE Market Tools & Commentary! Links Below! 🔹 Navellier's Stock Grader – Find Out How Your Stocks Rank Free! https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 📈 Louis Navellier’s Market360 https://investorplace.com/market360/ 📩 Get Market Updates Straight to Your Inbox! https://navellier.com/market-mail/ 🔍 Navellier Graders – Deep Stock Analysis https://www.navelliergrader.com/nsd/ #NavellierMarketBuzz #SmallCapStocks #QuantumComputing #NikeEarnings #StockMarket2025 #Investing #MarketBuzz #Navellier #RocketLab #DWave #IonQ #UraniumEnergy #AIStocks #EarningsPreview –––––––––––––––––––––––––––––– Music: Hypnosis by meloddict     / meloddict   License: Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://audiolibrary.com.co/meloddict... Music promoted by Audio Library:      • Melodic, Progressive, Trance No Copyright ...   –––––––––––––––––––––––––––––– Navellier & Associates owns Nvidia Corp (NVDA), Ciena Corp (CIEN), Credo Technology Group Holding Ltd. (CRDO), D-Wave Quantum Inc. (QBTS),  IonQ, Inc. (IONQ), Rigetti Computing, Inc. (RGTI), Ubiquiti Inc. (UI), Rocket Lab Corporation (RKLB), Uranium Energy Corp. (UEC), OGE Energy Corp. (OGE), Argan, Inc. (AGX), Primoris Services Corporation (PRIM), Microsoft Corporation (MSFT), and Cal-Maine Foods, Inc. (CALM), in managed accounts. We do not do not own Corning (GLW), McCormick (MKC), FactSet (FDS), Conagra Brands (CAG), Lamb & Weston (LW), or NIKE, Inc. Class B (NKE), in managed accounts.   Louis Navellier and his family own Nvidia Corp (NVDA), Ubiquiti Inc. (UI), and Ciena Corp (CIEN), via a Navellier managed account and Nvidia Corp (NVDA), in a personal account. They do not own Credo Technology Group Holding Ltd. (CRDO), D-Wave Quantum Inc. (QBTS),  IonQ, Inc. (IONQ), Rigetti Computing, Inc. (RGTI), Rocket Lab Corporation (RKLB), Uranium Energy Corp. (UEC), OGE Energy Corp. (OGE), Argan, Inc. (AGX), Primoris Services Corporation (PRIM), Microsoft Corporation (MSFT), Corning (GLW), McCormick (MKC), FactSet (FDS), Conagra Brands (CAG), Lamb & Weston (LW), NIKE, Inc. Class B (NKE), and Cal-Maine Foods, Inc. (CALM), personally.

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

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

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

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

📍 In this episode: In today’s episode, Larry breaks down the massive rally following a shaky “ceasefire” headline, why $100 oil should be a major red flag, and the growing disconnect between geopolitical reality and market behavior. Larry walks through the exact trades he’s watching, where the real risk is hiding (hint: it’s not to the upside), and how headline-driven volatility could create fast opportunities—or catch traders completely off guard. Plus, Larry reveals a new, under-the-radar market with serious inefficiencies that could offer a unique edge for traders who know where to look. 🕒 Timestamps: 2:00 - Let’s Get Into It 2:29 - Market Rips on Questionable News 3:47 - Why This Rally Doesn’t Add Up 5:23 - The Trade I Called: Crude Oil Breakdown 6:55 - Geopolitics Driving the Market? Think Again 9:02 - The “Two Week” Problem 10:17 - Is the Market Being Manipulated? 11:13 - April’s Unreal Winning Streak 11:47 - The Fed Warning Nobody’s Talking About 13:17 - Bullish… For Now 14:32 - Strait of Hormuz: What’s Really Going On 15:22 - Political Fallout & Market Impact 17:32 - Today’s Trade Setup: Watch This Level 18:23 - Why the Real Risk Is to the Downside 19:13 - Hedge Funds Got Bailed Out—Now What? 20:24 - New Opportunity: Inefficient Markets 21:29 - How to Exploit Mispriced Trades 22:22 - Fast Money: Daily Trade Opportunities 22:48 - What I’m Watching Next 24:09 - Final Thoughts: Risk vs Reality 25:26 - Key Signals to Watch Today 25:57 - Closing & What’s Ahead Tomorrow 👤About Larry Benedict Larry Benedict, a 40-year trading veteran and former billionaire hedge fund manager, delivered a 20-year winning streak to his clients through some of the worst market meltdowns. Now he helps everyday traders profit with hedge fund-level insights, strategies, and trade recommendations. 👤 About Eric Shamilov Eric Shamilov has over a decade of experience in trading and research. He began his career trading commodities for Henry Kaufman’s family office and later became the head trader of a quant-focused macro desk. More recently, he has been trading managed accounts for family offices and working alongside Larry Benedict. He studied at NYU’s Stern School of Business and is a member of the Economic Club of New York. 👤 About Clint Brewer Clint Brewer brings 20 years of investment industry experience. That includes providing research for some of the largest institutions in the world, including Fidelity, Capital Group, and Citadel. He managed more than $2 billion in assets incorporating quantitative, fundamental, and technical disciplines. Clint also holds a bachelor’s and a master’s degree in finance. 📢 Stay Connected 📢 Email: [email protected] Website: https://www.opportunistictrader.com/ #LarryBenedict #OneTickerTrader #Trading #StockMarket #Volatility #FedMoves #Premarket DISCLOSURE Investing always involves the risk of loss. You should never invest more than you are willing to lose. Past results are no guarantee of any future result. Trading With Larry Live is presented by Opportunistic Trader. Opportunistic Trader is a publishing company and the indicators, strategies, reports, articles, and all other features of our products — including these videos — are provided for informational and educational purposes only. For this reason, we operate in accordance with the SEC's “publisher’s exclusion” from certain securities laws. To qualify for this exclusion from securities licensing, we must be a “bona fide” publisher that offers non-individualized investment advice to the general public on a regular basis. Under no circumstances should you construe anything that appears in these videos, in our newsletters and reports, or on our website as personalized investment advice. If you have any questions or want more information about Opportunistic Trader and our policies, you can call our Member Services team Monday–Friday, 9 a.m.–5 p.m. ET at 888-206-3481 or email them at [email protected]

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

📍 In this episode: Trump just pulled off his biggest Taco yet — a last-minute Iran ceasefire that sent the S&P up 170 points and oil crashing $20. But is the market celebrating a real win or a two-week Band-Aid on a wound that's still bleeding? Larry breaks down why he thinks this morning's rally is a fade, why the $40 straddle might be the best trade on the board right now, and why oil at $93 could be a screaming buy before delivery reality kicks in. Plus — why Nvidia jumping 15% in two weeks on a "fragile ceasefire" should have every trader asking serious questions. No fluff. No spin. Just straight talk from someone who's seen this movie before. 🔔 Subscribe and hit the bell so you never miss a live session. 🕒 Timestamps: 0:03:40 - Trump's Biggest Taco Yet — Markets Celebrate a Fake Win? 0:05:56 - This Isn't a Ceasefire. It's a Getaway 0:08:47 - The Market Is Pricing Perfection on a Two-Week Patch 0:09:13 - The Trade I Should've Made (And Why I'm Kicking Myself) 0:10:34 - Vol Was Lying to You — Here's What I Missed 0:12:19 - Is the Straddle a Buy Right Now? Let's Break It Down 0:13:44 - Oil at $93: Screaming Buy or Dead Cat Bounce? 0:14:10 - Hedge Funds Got Bailed Out Again — Here's How They Did It 0:17:00 - Nvidia Up 15% in Two Weeks — But Is Any of This Real? 0:17:55 - The Recession Risk Nobody's Talking About 0:18:21 - Gold Up, Bonds Up, Dollar Down — What It All Means 0:19:28 - Tariffs Are Back, China's Next, and Taco Never Stops 0:20:18 - Wrap-Up: Stay Sharp and Watch the 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]

📍 In this episode: Ten hours from Trump's Iran deadline and the S&P is 3% off all-time highs. Make that make sense. In this episode, Larry unloads on what he's calling one of the biggest miscalculations in modern military history — and why the market is dead wrong to be this complacent. Larry and Eric go back and forth over how to actually trade a tape where every headline is fake, the straddle is only $50, and hedge funds just got obliterated chasing the last fake rally. They get into: Why oil at $115 — not the S&P — is the real tell The Strait of Hormuz number that should terrify every long Why Larry thinks the iron condor is a trap today (sorry, Eric) How to fade the headlines that are coming whether you're ready or not Why no country on Earth is backing us right now — and what that means for your portfolio If you think Trump is going to "Taco" his way out of this one and bail out the market, you need to hear this before the open. It's gross. It's ridiculous. And there's money to be made if you're paying attention. 🕒 Timestamps: 4:18 - "Mission Accomplished"? Don't Make Me Laugh 6:48 - Why Isn't the Market Actually on the Lows? 9:18 - Eric Calls It: This Is a Fake Casino 11:48 - Iran's Real Weapon: Outlasting America 14:48 - Stop Saying Iron Condor (The $50 Straddle Problem) 16:48 - Oil at $115 vs S&P at 6650 — Which Trade Wins? 19:18 - They Can Suffer Longer Than We Can 25:18 - Fade Every Headline: Here's How 26:18 - Defining a "Real Move" in Today's Tape 30:18 - Why Oil Could Rip to $125 31:18 - Why Hedge Funds Got Blown Up Last Week 33:48 - Not One Country Is Backing Us 35:00 - "Biggest Miscalculation in Military History" 41:48 - Where the S&P Should Really Be Trading 43:48 - $100 Crude Is a Catastrophe Nobody's Pricing In 49:00 - Steve's Question: Actual Levels for Today 52:30 - The 14% Number That Tells You Everything 54:18 - Today's Straddle vs Tomorrow's: What It's Telling Us 57:00 - Final Word: Stop Being Chicken 👤About Larry Benedict Larry Benedict, a 40-year trading veteran and former billionaire hedge fund manager, delivered a 20-year winning streak to his clients through some of the worst market meltdowns. Now he helps everyday traders profit with hedge fund-level insights, strategies, and trade recommendations. 👤 About Eric Shamilov Eric Shamilov has over a decade of experience in trading and research. He began his career trading commodities for Henry Kaufman’s family office and later became the head trader of a quant-focused macro desk. More recently, he has been trading managed accounts for family offices and working alongside Larry Benedict. He studied at NYU’s Stern School of Business and is a member of the Economic Club of New York. 👤 About Clint Brewer Clint Brewer brings 20 years of investment industry experience. That includes providing research for some of the largest institutions in the world, including Fidelity, Capital Group, and Citadel. He managed more than $2 billion in assets incorporating quantitative, fundamental, and technical disciplines. Clint also holds a bachelor’s and a master’s degree in finance. 📢 Stay Connected 📢 Email: [email protected] Website: https://www.opportunistictrader.com/ #LarryBenedict #OneTickerTrader #Trading #StockMarket #Volatility #FedMoves #Premarket DISCLOSURE Investing always involves the risk of loss. You should never invest more than you are willing to lose. Past results are no guarantee of any future result. Trading With Larry Live is presented by Opportunistic Trader. Opportunistic Trader is a publishing company and the indicators, strategies, reports, articles, and all other features of our products — including these videos — are provided for informational and educational purposes only. For this reason, we operate in accordance with the SEC's “publisher’s exclusion” from certain securities laws. To qualify for this exclusion from securities licensing, we must be a “bona fide” publisher that offers non-individualized investment advice to the general public on a regular basis. Under no circumstances should you construe anything that appears in these videos, in our newsletters and reports, or on our website as personalized investment advice. If you have any questions or want more information about Opportunistic Trader and our policies, you can call our Member Services team Monday–Friday, 9 a.m.–5 p.m. ET at 888-206-3481 or email them at [email protected]

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

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

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

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