This has been a week full of headlines, between the Fed meeting and the whole DeepSeek story, lots of panic and concerns were generated. Markets really haven't done a whole lot this week. Retail investors bought heavily into Monday's dip. But nobody really buys stocks anymore: Retail investors are piling into options at a pace not seen before. Most of the options are call options; investors are fully long on this market. FOMO is now a function of not missing the bottom. A lot of the money being put into the markets is very speculative, and that's not something many will survive on a sharp downturn. &nbsp; Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO&nbsp; Produced by Brent Clanton, Executive Producer ------- Watch the video version of this podcast: https://www.youtube.com/watch?v=Qc1OMnQvUgI&amp;list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&amp;index=1  ------- Get more info &amp; commentary:&nbsp; https://realinvestmentadvice.com/insights/real-investment-daily/  ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Options #CallOptions #PutOptions #SpeculativeMoney #DeepSeek #FederalReserve #FdMeeting #MoneyFlows #PriceSupport #USDollar #DollarStrength #DollarWeakness #DeepSeek #AI #TechnologyStocks #China #Nvidia #Apple #PortfolioRisk #PortfolioDiversification #InvestingAdvice #Money #Investing

1-30-25 Why Options Data is Off the Hook

Apple's outlook will set the tone for today's market action; the January effect will be set by the end of the day. Rich &amp; Matt discuss tariffs &amp; volatility; Mexico and Canada are targets. Inflation data due today with the PCE report. The FEd's target is still 2%, and there's no reason to lower rates for now. This is forcing markets to shift focus; why a little inflation is a good thing. The US Tax Code can make you cry like Selena Gomez: Rich &amp; Matt discuss inflation-adjusted tax brackets and standard deduction changes; Qualified Charitable Donations, Quarterly estimated tax payment requirements, and avoiding underpayment penalties. Are itemized deductions even worth the trouble? IRA contributions &amp; avoiding pre-tax and after-tax fund mingling. Catchup contributions &amp; HSa's: They're like a healthcare IRA. The retirement spending smile vs stairstep spending; planning and goal-scooping in retirement. Planning for more volatility in 2025, dealing with portfolio assets that go up and down. SEG-1: Apple Sets the Tone; Why Some Inflation is Good SEG-2: The US Tax Code Will Make You Cry SEG-3: Avoid Mixing Pre-tax and After-tax Dollars SEG-4: Tracking the Retirement Spending Smile Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (2/8/25) HERE: https://realinvestmentadvice.com/resources/events/retirement-income/  ------- Watch today's show video here: https://www.youtube.com/watch?v=IjGEGF0TuLI&amp;list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&amp;index=1&amp;t=5s  ------- Articles mentioned in this report: "Curb Your Enthusiasm” In 2025" https://realinvestmentadvice.com/resources/blog/curb-your-enthusiasm-in-2025/  "Meme Coins Do Not Create Wealth: They Destroy It" https://realinvestmentadvice.com/resources/blog/meme-coins-do-not-create-wealth-they-destroy-it/  "DeepSeek DeepSinks Bullish Exuberance" https://realinvestmentadvice.com/resources/blog/deepseek-deepsinks-bullish-exuberance/  "Strategic Crypto Stockpile And Political Uncertainty" https://realinvestmentadvice.com/resources/blog/strategic-crypto-stockpile-and-political-uncertainty/  "Inauguration Sends Confidence Surging Higher" https://realinvestmentadvice.com/resources/blog/use-drone-mentality-to-financial-success/  ------- The latest installment of our new feature, Before the Bell, "Why Options Data is Off the Hook," is here:&nbsp; https://www.youtube.com/watch?v=Qc1OMnQvUgI&amp;list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&amp;index=1  ------- Our previous show is here: "Watching the Mega-Cap Earnings Parade" https://www.youtube.com/watch?v=XH68Ot3zIsQ&amp;list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&amp;index=1&amp;t=5s  ------- Get more info &amp; commentary:&nbsp; https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #TaxSeason2025 #TaxTips #TaxDeductions #IRSUpdates #FinancialPlanning #FederalReserve #InterestRates #FedPolicy #Options #CallOptions #PutOptions #SpeculativeMoney#EarningsSeason #StockMarketNews #BigTechEarnings #InvestingTrends #FinancialMarkets #MoneyFlows #PriceSupport #USDollar #DollarStrength #DollarWeakness #DeepSeek #AI #TechnologyStocks #China #Nvidia #Apple #PortfolioRisk #PortfolioDiversification &nbsp;#Chips #Technology #FinanceTips #InvestmentStrategies #MarketAnalysis #EconomicOutlook#InvestingAdvice #Money #Investing

1-31-25 Tips & Traps You Need to Know for Tax Season

Show from 01/31/25

Host Jeremy Schwartz and Professor Siegel discuss key market developments this week, covering the Fed meeting, the impact of DeepSeek on AI and chipmakers, and the potential consequences of new tariffs. The Prof notes that while the Fed’s latest move wasn’t highly consequential, the removal of certain inflation-related language raised some market expectations. He also highlights how DeepSeek’s AI advancements could challenge high-end chipmakers like NVIDIA while benefiting AI users and the broader economy. (15:13) Jeremy continues with Jeff Winnegar and Sam Rines, diving into the evolving AI landscape, China’s latest moves in AI with Alibaba’s model, and potential investment opportunities. They also analyze earnings trends, including Meta’s strong margins, Microsoft’s underperformance, and a surprising 31% same-store sales jump for Chili’s. The conversation wraps up with a broader discussion on market rotations and shifting sentiment in Silicon Valley towards Washington.

Guest: Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.

Jeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree. In his role, Weniger helps to formulate the firm’s stock market outlook by assessing macro and fundamental trends. Prior to joining WisdomTree, he was Director, Senior Strategist at BMO, where he worked in the office of the CIO from 2006 to 2017. He served on the firm’s Asset Allocation Committee and co-managed the firm’s ETF model portfolios for both the U.S. and Canada. In 2013, at the age of 32, Jeff was chosen as the youngest member of BMO’s Global Investment Forum, which collected the firm’s top global strategists to formulate the firm’s official long-term outlook for investment trends and markets.

Follow Sam Rines on X: https://x.com/SamuelRines
Follow Jeff Weiniger on X: https://x.com/JeffWeniger
Wisdom Tree: https://www.wisdomtree.com/investments

AI, Tariffs, and the Fed: Market Shifts and Risks Ahead

Dennis Tubbergen hosts RLA Radio with guest Michael Pento, a financial expert and host of the Mid-Week Reality Check podcast. They discuss the inefficacy of the proposed Department of Government Efficiency and skepticism about significant government spending cuts. Pento critiques the Federal Reserve's interest rate policies and predicts a potential bond market collapse due to excessive debt and inflation. He foresees a deflationary depression followed by stagflation, driven by the Fed's likely response of printing more money. Pento advises caution in investment strategies, suggesting that traditional portfolios may face significant risks in the coming economic environment.

Michael Pento is the President and Founder of Pento Portfolio Strategies, with more than 27 years of investment experience. He was the portfolio creator and consultant to Delta/Claymore's commodity portfolios that raised more than $3 billion, distributed through Claymore/Guggenheim's sales network. He produces the weekly podcast “The Mid-Week Reality Check” and is the author of the book “The Coming Bond Market Collapse.”  

For more information about our guest, Mr. Michael Pento, please visit http://pentoport.com.  For more information about Retirement Lifestyle Advocates, please visit www.RetirementLifestyleAdvocates.com.   

2025-02-02 Retirement Lifestyle Advocates Radio w/ Michael Pento

https://thecommunists.org/2025/01/01/news/donald-trump-elected-president-usa/

trump elected as US president

Trump Elected As US President

In an extra episode responding to the weekend’s news, Miles Sherry and Will
 Hobbs consider the threat posed by increasing trade tariffs and appropriate actions from investors.

To read insights from Barclays Investment Bank, visit https://www.ib.barclays/our-insights.html?cid=chartable_site_pbpodcast

To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments

You can also follow us on LinkedIn for more Barclays investment updates - https://www.linkedin.com/showcase/barclays-digital-investments/

And for Barclays Wealth Management updates - https://www.linkedin.com/company/barclays-wealth-and-investment-management/

#305 Trade war – what next?

Markets have been doing "okay" as of late, in a large trading range for past couple of months. Markets will open today below the 20-DMA in a knee-jerk open in response to President Trump's promise over the weekend to impose 25% tariffs on Canada and Mexico. We'll be watching for signs of the market processing the news, and see where things stabilize later in the day. This is a day to Do Nothing, and wait for the dust to settle, just like last Monday. We close to triggering a sell signal. Markets have been in a consolidation range, with no reason to be concerned so long as trading remains within a broad banded trading range. Watch for a pick up in volatility, just like last Monday. Also worth watching today is the Tariff impact on the Dollar and countries anticipate the effects on currency exchanges. Remember, a strong Dollar = Monetary tightening, which will impact markets as well. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO&nbsp; Produced by Brent Clanton, Executive Producer ------- Watch the video version of this podcast: https://www.youtube.com/watch?v=L3ALjJcELsQ&amp;list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&amp;index=1  ------- Get more info &amp; commentary:&nbsp; https://realinvestmentadvice.com/insights/real-investment-daily/  ------- REGISTER FOR OUR NEXT CANDID COFFEE (2/8/25) HERE: https://realinvestmentadvice.com/resources/events/retirement-income/  ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #TariffTrouble #TradeWar #StockMarketNews #GlobalEconomy #InvestingTrends #InvestmentStrategies #InvestingAdvice #Money #Investing

2-3-25 Markets Down in Response to Tariffs

The guest host for today's show is Brad Bannon. Brad runs Bannon Communications Research, a polling, message development and media firm which helps labor unions, progressive issue groups and Democratic candidates win public affairs and political campaigns. His show, 'Deadline D.C. with Brad Bannon,' airs every Monday from 3-4pm ET.

Brad is first joined by Bob Deans, Director of Strategic Engagement at the National Resources Defense Council (NRDC).

The two discuss the effects of Trump pulling out of the Paris Climate Accord, how the U.S. is trying to unravel a hacking plot that targeted climate activists, climate change and the L.A. fires, and more.

Then, Brad is joined by Founder of the 'Cook Political Report.'
The two analyze how unpopular Trump's tariffs on Canada and Mexico have been, whether Trump cares since he won't be on the ballot again, and more.

The NRDC works to safeguard the earth—its people, its plants and animals, and the natural systems on which all life depends.
They combine the power of more than 3 million members and online activists with the expertise of some 700 scientists, lawyers, and other environmental specialists to confront the climate crisis, protect the planet's wildlife and wild places, and to ensure the rights of all people to clean air, clean water, and healthy communities.
The website for the NRDC is www.NRDC.org and their handle on X is @NRDC.

Charlie's handle is on X is @CharlieCookDC. 

Brad writes a political column every Sunday for 'The Hill.' He's on the National Journal's panel of political insiders and is a national political analyst for WGN TV and Radio in Chicago and KNX Radio in Los Angeles. You can read Brad's columns at www.MuckRack.com/Brad-Bannon. His handle on X is @BradBannon.

Leslie Marshall Show - Effects of Trump Pulling Out of Paris Climate Accord; Trump Tariffs Unpopular

Money flows continue to be positive, despite all the negative headlines and news over the past couple of weeks. Admittedly, this is part of the overall cycle, with markets over bought and now going through a corrective phase. Halfway through a recovery, we're near the trigger point for a short-term sell signal, with only a little downside pressure. A consolidation is not surprising at this juncture. Also, we're midway through earnings season, and next week will see the buy back window open much wider. Markets today will once again flirt with the 20- and 50-DMA; markets need some "muster" to rally back above the 50-DMA to keep support intact. There is a decent possibility markets could fail at this current resistance level and retest the 100-DMA...not outside the norm for the "weaker" month of February. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO&nbsp; Produced by Brent Clanton, Executive Producer ------- Watch the video version of this podcast: https://www.youtube.com/watch?v=W148_c8iFdg&amp;list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&amp;index=1  ------- Get more info &amp; commentary:&nbsp; https://realinvestmentadvice.com/insights/real-investment-daily/  ------- REGISTER FOR OUR NEXT CANDID COFFEE (2/8/25) HERE: https://realinvestmentadvice.com/resources/events/retirement-income/  ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MoneyFlows #OverBoughtMarket #MarketRally #MarketSupport #TariffTrouble #TradeWar #StockMarketNews #GlobalEconomy #InvestingTrends #InvestmentStrategies #InvestingAdvice #Money #Investing

2-4-25 Will Markets Rally Back Above the 50-DMA?

Well that was fast. Over the weekend, President Trump announced tariffs of 25% on both Canada and Mexico, as well as a 10% tariff on China. The announcement of tariffs set the market on its heels Monday morning as media writers quickly pushed narratives about the potential impacts. However, as suggested on the “Real Investment Show” before the market opened on Monday, the best thing to do would be “nothing.” We stated the market’s opening would likely be the worst level of the day, so any “panic selling” of positions early in the morning would likely be a mistake. Early in the day, both Canada and Mexico blinked, and the trade war the media predicted would cause a massive inflation surge was over before it started. The market immediately rebounded from the early morning lows, leaving “panic sellers” in the dust. Such is why it is crucial to turn off the media when managing your portfolio to reduce emotional mistakes. Meanwhile, markets are flirting with resistance, and need some muster to rally above the 50-DMA. Lance and Jonathan discuss how Trade Wars can generate buying opportunities; a look at the Palantir story; look for sell offs as opportunities to buy. Lance reviews past Trade War history of the S&amp;P (charts); volatility will result as trade wars are waged. Potential effects of a China trade war. Managing portfolios with concentrated stock holdings; the value of diversification. Commentary on NFIB and CEO Confidence surveys: Sentiment vs data. SEG-1: The World's Shortest Trade War SEG-2: How Trade Wars Create Buying Opportunities SEG-3: Managing Concentrated Stock Positions SEG-4a: Portfolio Management Tips: The Value of Diversification SEG-4b: The Return of Bullish Exuberance Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (2/8/25) HERE: https://realinvestmentadvice.com/resources/events/retirement-income/  ------- Watch today's show video here: https://www.youtube.com/watch?v=IAoIjRUJJPM&amp;list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&amp;index=1&amp;t=2s  ------- Articles mentioned in this report: "Tariffs Roil Markets" https://realinvestmentadvice.com/resources/blog/tariffs-roil-markets/  "The Clock Has No Hands" https://realinvestmentadvice.com/resources/blog/the-clock-has-no-hands/  "The Clock Has No Hands" https://realinvestmentadvice.com/resources/blog/the-clock-has-no-hands/  ------- The latest installment of our new feature, Before the Bell, "Will Markets Rally Back Above the 50-DMA?" is here:&nbsp; https://www.youtube.com/watch?v=W148_c8iFdg&amp;list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&amp;index=1  ------- Our previous show is here: "Tariff Trouble" https://www.youtube.com/watch?v=NbITdlcUswI&amp;list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&amp;index=3  ------- Get more info &amp; commentary:&nbsp; https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MoneyFlows #OverBoughtMarket #MarketRally #MarketSupport #TradeWarOver #StockMarketNews #USChinaTrade #USMexicoTrade #USCanadaTrade #GlobalEconomy #InvestingTrends #TariffTrouble #TradeWar #StockMarketNews #GlobalEconomy #Canada #Mexico #PresidentDonaldTrump #SouthernBorder #IllegalImmigration #Fentanyl #EarningsGrowth #Recession #MarketCatalyst #InvestmentStrategies #PortfolioManagement #ConcentratedStockHoldings #PortfolioDiversification #MarketAnalysis #EconomicOutlook #InvestingAdvice #Money #Investing

2-4-25 Trade War is Over!

Hosts Jeremy Schwartz, Global CIO at WisdomTree and Wharton finance Professor Jeremy Siegel, author of Stocks for the Long Run, discuss the how and why of market performance with leading economists and market strategists to inform you what’s ahead for the economy and your portfolio.

 

Jeremy Schwartz has served as WisdomTree’s Global Chief Investment Officer since November 2021 and leads the investment strategy team in the construction of WisdomTree’s equity indexes, quantitative active strategies and multi-asset model portfolios. Mr. Schwartz joined WisdomTree in May 2005 as a Senior Analyst, adding to his responsibilities in February 2007 as Deputy Director of Research and thereafter, from October 2008 to October 2018, as Director of Research and from November 2018 to November 2021 as Global Head of Research. Prior to joining WisdomTree, he was head research assistant for Professor Jeremy Siegel and in 2022 became his co-author on the 6th edition of the book Stocks for the Long Run. Mr. Schwartz also is co-author of the Financial Analysts Journal paper, What Happened to the Original Stocks in the S&P 500? He received his B.S. in Economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Mr. Schwartz is a member of the CFA Society of Philadelphia.

Marxist analysis of current events and scientific socialist theoretical insights from the CPGB-ML. Get educated and get organised!

Featured excerpts and interviews about life, markets, sweat-equity, and the pursuit of wealth in a capitalist  market.

The best progressive talk right here, on demand. Always Progressive, Always On!

Welcome to Word on the Street, a weekly podcast from Barclays Bank where our experts help ordinary investors make sense of the latest news and events impacting the world’s financial markets.

Please note that past performance is not a guarantee of future performance. All investments can fall as well as rise in value and you can lose some or all of your money. Additionally, this podcast does not constitute an investment recommendation.

New tracks tagged #inflation