InvestTalk

Bond traders are making ominous bets that long-term rates could stay much higher than anyone expected just a year ago, with the 30-year Treasury already above 5.1% and global bond markets under serious pressure. We dig into whether the era of cheap money is truly over and what a permanently higher rate environment means for every major asset class.
Today's Stocks & Topics: United Parcel Service, Inc. (UPS), Market Wrap, Advanced Drainage Systems, Inc. (WMS), Amphenol Corporation (APH), Vanguard Energy Index Fund ETF Shares (VDE), Is 5% the New Normal for Long-Term Interest Rates? What the Bond Repricing Means for Investors, Nexstar Media Group, Inc. (NXST), Constellation Energy Corporation (CEG), Autocallable Funds, Schneider Electric S.E. (SBGSY), Oil Prices.

Our Sponsors:
* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
* Check out Quince: https://quince.com/invest
* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com

Advertising Inquiries: https://redcircle.com/brands

Volatility has investors nervous again… but historically, emotional reactions during turbulent markets have often led to the worst investing decisions.
Today's Stocks & Topics: Tractor Supply Company (TSCO), Market Wrap, Virtus Reaves Utilities ETF (UTES), Fidelity MSCI Utilities Index ETF (FUTY), Market Volatility Isn’t the Problem — Emotional Investing Is, Celsius Holdings, Inc. (CELH), Modine Manufacturing Company (MOD), Eaton Corporation plc (ETN), International Business Machines Corporation (IBM), New Fed Chair Kevin Warsh, Super Ads.

Our Sponsors:
* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
* Check out Quince: https://quince.com/invest
* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com

Advertising Inquiries: https://redcircle.com/brands

Analyst Dan Ives is calling for Nasdaq 30,000 as the AI rally expands beyond the original handful of winners. We dig into whether the broadening AI trade is built on solid earnings fundamentals or if euphoria is getting ahead of reality.
Today's Stocks & Topics: Dell Technologies Inc. (DELL), Market Wrap, Cadence Design Systems, Inc. (CDNS), AI's Next Chapter: Is the Nasdaq 30,000 Rally Sustainable or Dangerous Hype?, Verizon Communications Inc. (VZ), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Pershing Square Inc. (PS), Pershing Square USA, Ltd. (PSUS), Oil Futures Curve, KPP Newsletter, Intel Corporation (INTC), Private Company Shares Access.

Our Sponsors:
* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
* Check out Quince: https://quince.com/invest
* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com

Advertising Inquiries: https://redcircle.com/brands

The US dollar is caught between safe haven demand from Iran war fears and selling pressure when peace hopes rise, creating a volatile currency environment. We unpack what dollar swings mean for international investments, commodities, and the average American investor.
Today's Stocks & Topics: Super Micro Computer, Inc. (SMCI), Market Wrap, Tigo Energy, Inc. (TYGO), Genco Shipping & Trading Limited (GNK), Edgewood Growth Fund Retail Class (EGFFX), US Dollar Outlook 2026: Strength, Weakness, and What's Driving It, Janus Henderson AAA CLO ETF (JAAA), iShares 0-3 Month Treasury Bond ETF (SGOV), ServiceNow, Inc. (NOW), Brown & Brown, Inc. (BRO), Intuit Inc. (INTU).

Our Sponsors:
* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
* Check out Quince: https://quince.com/invest
* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com

Advertising Inquiries: https://redcircle.com/brands

Major Wall Street banks are now pushing back their expectations for Federal Reserve rate cuts as inflation risks and jobs data complicate the picture. We discuss what a longer wait for rate relief means for your bond portfolio, mortgage, and stock valuations.
Today's Stocks & Topics: Golar LNG Limited (GLNG), Market Wrap, Bentley Systems, Incorporated (BSY), Jacobs Solutions Inc. (J), MercadoLibre, Inc. (MELI), Is Goldman Sachs Right About the Fed Rate Cut Forecast?, Autodesk, Inc. (ADSK), Newmont Corporation (NEM), VanEck Gold Miners ETF (GDX), Rio Tinto Group (RIO), Schwab U.S. Dividend Equity ETF (SCHD).

Our Sponsors:
* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
* Check out Quince: https://quince.com/invest
* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com

Advertising Inquiries: https://redcircle.com/brands