The biggest winners in MoneyShow’s 2025 “Top Picks” project came from one sector: metals, miners, and materials.   In this special MoneyShow MoneyMasters Podcast roundtable, four of the year’s top-performing forecasters explain why their picks dominated the Top Pros Top Picks leaderboard – and what comes next as investors look toward 2026.   Omar Ayales breaks down where we are in the gold and silver cycle and why silver could take the lead next. Peter Krauth digs into the supply squeeze driving silver higher and why miners may still be mispriced. Brien Lundin lays out his long-term bull case for gold using historical cycles, while Philip MacKellar steps outside precious metals to flag rare earths, critical materials, and overlooked opportunities most investors are missing.   Together, they review what worked in 2025, what surprised them, and where disciplined investors may find opportunity as the new year approaches.   CHAPTERS:   00:07 – Top Pros Top Picks Overview and 2025 Results 01:54 – Silver Fundamentals and Leveraged Mining Exposure 05:15 – Gold Cycles, Technical Setups, and Junior Miners 08:36 – the Metals Bull Market and Producer Catch-up 12:08 – Rare Earths and Critical Materials Outside China 15:22 – Where Value Remains After Major Sector Gains 19:39 – Silver Supply Constraints and Miner Valuations 21:31 – Price Outlooks for Gold and Silver 27:41 – Long-term Cycle Targets and Seasonality 31:12 – Contrarian Ideas and Overlooked Sectors for 2026 Don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   To get your copy of the 2026 MoneyShow Top Picks Report, click here: https://forms.moneyshow.com/top-picks-2026-pre    📅 Join us February 23-25 at the 2026 MoneyShow/TradersEXPO Las Vegas!    Register here: https://www.lasvegasmoneyshow.com/registration/?scode=061246    For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/

Recorded LIVE at the 2025 MoneyShow Masters Symposium in Sarasota, this episode features Larry McDonald, bestselling author and founder of The Bear Traps Report. We sat down for a high-impact breakdown of the macro forces that could define 2026 – and what investors should DO in response! Larry explains why falling rates, aggressive fiscal spending, and the energy demands of the AI boom are setting the stage for a major rotation into hard assets. He also pulls back the curtain on the risks building inside the $1.8T private credit market and how financial repression is steering banks deeper into Treasuries. It’s fast, punchy, and packed with insight for anyone positioning their portfolio for the year ahead. CHAPTERS: 00:00 — Intro from Sarasota 00:18 — Why Hard Assets Shine in an Inflationary Setup 01:15 — AI Power Demand and the Case for Natural Gas & Coal 02:42 — Gold, Silver, Copper & the Coming Rotation 03:58 — Lithium, Rare Earths & Resource Discipline 05:08 — The “Silent” AI Trade in Coal Equities 06:03 — The Private Credit Liquidity Mismatch 07:15 — Financial Repression and Treasury Demand 08:05 — Final Thoughts & Positioning for 2026 Don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights! 📅 Join us February 23-25 at the 2026 MoneyShow/TradersEXPO Las Vegas!  Register here: https://www.lasvegasmoneyshow.com/registration/?scode=061246  For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts  Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/   

Markets look calm on the surface, but the forces shaping the environment in 2026 will be anything but subdued.   In this MoneyShow MoneyMasters Podcast episode filmed at our 2025 Sarasota Symposium, José Torres of Interactive Brokers and Steve Hou of Bloomberg Index Research break down the real drivers behind inflation, interest rate expectations, consumer behavior, quantitative analysis, and more. They also explain what could derail the growth outlook, how stretched consumers are reshaping spending trends, what falling volatility is signaling, and where risk may be hiding in both stocks and fixed income. The conversation also digs into index construction, sector weighting effects, profiting from changes in corporate earnings trends, plus the scenarios that could push the Fed into action sooner than markets expect. If you want a grounded take on how professional economists and index researchers see 2026 unfolding, this episode will sharpen your framework – and help you navigate the months ahead. CHAPTERS: 00:06 – Sarasota intro and guest introductions 00:28 – Jose on the next decade of market leadership 01:56 – Rate cuts, yields, and improving consumer trends 03:22 – AI valuations and earnings horizons 04:37 – The K-shaped economy and shifting spending patterns 06:10 – East Coast strength vs. Midwest moderation 07:58 – Labor supply, immigration policy, and wage pressure 10:10 – Steve on quant signals and factor behavior 12:27 – Quality, capex risk, and market structure 15:34 – Final guidance on market positioning If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights! 📅 Join us February 23-25 at the 2026 MoneyShow/TradersEXPO Las Vegas! Register here: https://www.lasvegasmoneyshow.com/registration/?scode=061246   For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page: https://www.youtube.com/@MoneyShow/podcasts Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2 Facebook: https://www.facebook.com/OfficialMoneyShow/ Instagram: https://www.instagram.com/moneyshow/# TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en X (Twitter): https://x.com/moneyshow LinkedIn: https://www.linkedin.com/company/moneyshow/

The biggest mistake investors are making right now is hiding in one country and one market. In this MoneyShow MoneyMasters Podcast episode, Cambria Investments CIO Meb Faber breaks down why global markets are setting up for a major shift and why the next decade might belong to value, foreign stocks, and yield-focused strategies rather than the same concentrated group of US mega-caps. Meb explains why Mag 7 dominance is unlikely to last, why cheap international markets are flashing their strongest signals in years, and how “shareholder yield” strategies are quietly outperforming traditional dividend investing. He also unpacks why US investors may be sitting on the most expensive stocks in the developed world – and what history suggests happens next. If you’re trying to figure out how to position your portfolio for the next market cycle, this episode gives you the roadmap. 

Crypto is getting volatile again, and the forces driving it are more complicated than just what shows up in price charts.   In this episode of the MoneyShow MoneyMasters Podcast, Andrew McCormick, Head of eToro US, breaks down what shaped the explosive start to 2025, why the recent pullback has not shaken long-term conviction, and how crypto ETFs, regulation shifts, and changing investor behavior are transforming the digital asset landscape.   Andrew also explains how institutions are changing market structure, why retail investors have become more resilient than ever, and how social investing and AI analysis tools are reshaping decision making across generations. If you want a clear, grounded look at the next phase of crypto adoption AND traditional asset trading, this conversation brings the trends into focus. CHAPTERS:   00:00 Introduction and background 01:24 What fueled crypto’s early 2025 rally 03:00 Factors behind the recent pullback 04:29 How institutional adoption is reshaping volatility 06:18 Retail sentiment and buying the dip 08:10 Global retail trends from eToro data 10:03 The rise of social investing 12:05 Why transparency matters in investor networks 13:58 How AI tools are changing retail trading 15:40 What Andrew will cover at the Las Vegas Traders Expo If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us at the MoneyShow/TradersEXPO Las Vegas, February 23-25, 2026 | Paris Las Vegas  Register here: https://www.lasvegasmoneyshow.com/?scode=061246    For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/ 

AI is reshaping the economy faster than anyone expected – and investors are trying to catch up.   In this episode of the MoneyShow MoneyMasters Podcast, Dr. Ed Yardeni, President of Yardeni Research, and José Torres, Senior Economist at Interactive Brokers, join host Mike Larson to break down what’s really driving the 2025 market. From the AI-led capex surge and slowing payroll growth to rising productivity and stretched valuations, they unpack how technology, labor, and policy are shaping the next leg of the cycle.   Yardeni explains why he still believes we’re living through the “Roaring 2020s,” while Torres highlights how earnings strength, immigration policy, and a more flexible Fed could keep the economy expanding, even with inflation hovering near 3%. Together, they reveal why they both remain relatively bullish – and what investors should watch as 2026 comes into view. CHAPTERS:   00:00 – Market Setup and AI-Driven Pullback 01:52 – Data Centers, CapEx, and Digital Evolution 03:48 – AI’s Impact on Productivity and Profits 05:18 – Labor, Immigration, and Slowing Payrolls 07:14 – Valuations, Earnings Growth, and Fed Cuts 09:36 – Inflation Trends and Service-Sector Pressure 11:33 – Private Credit and Hidden Risk Debate 14:55 – Sector Outlook: Financials, Energy, Small Caps 18:40 – The “Roaring 2020s” and Structural Tailwinds 21:52 – Sarasota Preview and Final Takeaways If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us December 1-3 at the 2025 MoneyShow Masters Symposium Sarasota!  Register here: https://sarasotamms.moneyshow.com/?scode=061246 

Is the AI-fueled rally about to peak, or are we still in the early innings of a historic market transformation?   In this episode of the MoneyShow MoneyMasters Podcast, Ed Clissold, Chief US Strategist at Ned Davis Research, pulls back the curtain on what’s really powering the markets as 2025 winds down. From record-breaking earnings and the quiet efficiency revolution happening inside corporate America to a Fed that’s walking a fine line between stimulus and stability, Clissold reveals why today’s setup feels uncannily like the late 1990s (before everything changed).   He also digs into the under-the-radar data most investors are missing: the hidden recession signals to watch out for, the quiet comeback brewing in small caps and value stocks, and why sectors like utilities, materials, and healthcare could become the unexpected winners of 2026 as tech giants face their first real test. CHAPTERS:   0:00 Market Setup and AI’s “Hamster Wheel” 1:00 Ed Clissold on His Background and Role at NDR 2:10 Momentum and Investor Positioning Into Q4 4:40 Labor Trends, Layoffs, and the AI Productivity Shift 8:20 Fed Rate Cuts, Neutral Policy, and New Chair Uncertainty 12:00 How Market History Rhymes During Fed Pauses 13:00 Are We in an AI Bubble…or a New Tech Cycle? 15:00 Valuations, Capex Booms, and Investor Sentiment Parallels 18:00 Sectors to Watch: Utilities, Materials, Healthcare 20:10 Preview of Ed’s Upcoming Sarasota Presentation If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us December 1-3 at the 2025 MoneyShow Masters Symposium Sarasota!  Register here: https://sarasotamms.moneyshow.com/?scode=061246    For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/ 

From rising private-credit risk to the options-trading boom and AI-fueled rallies, this market keeps taking punches…and bouncing back. In this double-length MoneyShow MoneyMasters podcast episode – recorded live at the MoneyShow Orlando (Oct 16–18, 2025) – David Keller and Steve Sosnick unpack what’s really driving price action now. They also explore narrowing leadership, breadth, and momentum deterioration, the rotation into defensives, and how retail “buy the dip” behavior shows up in options flows.   We then dig into gold’s surge alongside equities, why trend-followers still respect the tape, where AI winners and laggards are diverging, and how to size positions without letting one theme take over your portfolio. Sosnick then breaks down volatility as a mean-reverting asset, the surge in leveraged ETFs, selling puts vs. buying protection, and timeless lessons from 1987…including the RIGHT way to think about the so-called “Fed put.” CHAPTERS:   0:00 Market Setup, Private Credit, Options Boom, Resilience vs Recklessness 1:05 David Keller on Trend Following and Early Signals 3:36 Recent Selloffs, Liquidity, FOMO, Staying Power 4:59 Key Lines in the Sand, 50-Day MAs, Leadership Risks 6:18 Defensive Rotation, Breadth and Momentum Shifts 6:56 Gold and Dollar, Trend Tools and Position Sizing 9:06 AI Trade, Picking Winners and Managing Risk 12:27 Four Pillars, Fundamentals, Technicals, Macro, Behavioral 14:48 Steve Sosnick on Retail Buying, Options Flows, Leverage 20:59 VIX and Mean Reversion, Lessons from 1987 and the Fed Put If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us December 1-3 at the 2025 MoneyShow Masters Symposium Sarasota!  Register here: https://sarasotamms.moneyshow.com/?scode=061246    For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/

Solana isn’t just a blockchain — it’s evolving into the backbone of modern finance. In this episode of the MoneyShow MoneyMasters Podcast, Nick Ducoff, Head of Institutional Growth at the Solana Foundation, explains how Solana is powering a new generation of financial infrastructure.   From the explosion of stablecoins and tokenized assets to the rise of crypto ETFs and institutional adoption, Ducoff breaks down how speed, cost-efficiency, and regulatory clarity are pushing Solana to the forefront of the digital asset revolution.   We also dive into the recent $19 billion crypto flash crash, Solana’s resilience during market extremes, and why Ducoff believes banks and global financial institutions will ultimately have to build on public blockchains to stay competitive. CHAPTERS:   0:00 Crypto Asset Class Opportunities 0:34 The Recent Crypto Flash Crash Explained 1:32 What Is Solana and Its Role 2:20 Public vs Private Blockchains 3:38 Stablecoins Growth on Solana 4:47 Solana’s Speed and Low Fees 6:01 Why Fast Low Fees Matter in Flash Crashes 6:47 Banks and Public Blockchain Adoption 8:09 How Banks Are Deploying Stablecoins 10:07 Investment Vehicles: ETFs and Tokenized Assets 13:55 The $19 Billion Liquidation Event 16:52 Regulation, the Genius Act, and the Clarity Act 17:07 The Future of Crypto—Nick’s Predictions If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us December 1-3 at the 2025 MoneyShow Masters Symposium Sarasota!  Register here: https://sarasotamms.moneyshow.com/?scode=061246    For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/ 

Can AI stocks keep charging higher or is this a bubble about to burst?    On the MoneyShow MoneyMasters Podcast, Marta Norton from Empower Investments gets real about what’s driving the AI stock surge and what issues AI investors face. She also covers gold hitting record highs and the Bitcoin buzz that’s got every investor talking.   Plus, the chief investment strategist breaks down the powerful stock market rally, investment risks, government shutdown drama, and why the economy feels “splintered” in 2025. And she shares expert insights on Fed policy, market momentum and resilience, and what to expect when it comes to the economic outlook for 2026.   CHAPTERS:   00:00 — Introduction and Market Overview 01:00 — Can AI Stocks Keep Rallying? 03:00 — Gold and Bitcoin Surges Explained 05:00 — Risks to the 2025 Market Rally 07:00 — Government Shutdown Impact on Markets 09:00 — Economic “Splintering” and What It Means 11:00 — Fed Policy and Rate Cut Expectations 13:00 — What’s Next in 2026: Housing and Sovereign Debt 15:00 — Final Thoughts  If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us December 1-3 at the 2025 MoneyShow Masters Symposium Sarasota!  Register here: https://sarasotamms.moneyshow.com/?scode=061246    For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/

In this episode of the MoneyShow MoneyMasters Podcast, senior alternatives investment strategist Tony Davidow of the Franklin Templeton Institute and managing director Scott Zelniker of UBS-The Zelniker Dorfman Carr & Heritage Group share their insights on the current stock market rally after two years of exceptional gains.    They discuss whether the strong momentum can continue and explore key market drivers including the Fed’s rate cuts, the ongoing technology revolution, and the resilience of US equities despite geopolitical and trade risks.   Davidow also delves into the growing significance of private markets, revealing why private equity, private credit, and real estate debt could be the best opportunities in the years ahead. Plus, they explain why investors should reconsider traditional office real estate and consider diversified approaches in both public and private assets.   Whether you’re navigating the complexities of valuation or looking for actionable investment themes for 2026, this episode offers expert perspectives on balancing optimism with caution in today’s evolving market landscape. CHAPTERS:   00:00 — Introduction and Market Overview 02:00 — Can the Market Rally Last? 04:30 — Impact of Fed Rate Cuts on Stocks 07:00 — Technology Revolution as a Long-Term Tailwind 09:30 — US Equities vs. Foreign Markets in 2025 12:00 — Role of Big Tech and Sector Rotation 14:00 — The Rise of Private Markets and Alternatives 17:30 — Private Credit and Lending Trends 20:00 — Real Estate Insights Beyond Office Sector 22:30 — Top Opportunities and Risks for 2026 25:00 — Final Remarks and Upcoming Sarasota Symposium If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us December 1-3 at the Sarasota Symposium with Tony Davidow and Scott Zelniker for the latest market outlook. Register here:https://sarasotamms.moneyshow.com/?scode=061246

In this episode of the MoneyShow MoneyMasters Podcast, emerging markets legend Dr. Mark Mobius shares his outlook on global markets, from Asia’s top growth engines to Latin America’s reform stories.   Mobius explains why China is outperforming India, how Japan’s corporate reforms are creating new opportunities, and why Taiwan and Vietnam remain hotspots for tech and manufacturing. He also highlights the role of Brazil and Argentina in the next wave of growth, and why he favors defense ETFs, technology stocks, and gold over crypto.   Plus, he lays out his views on the US dollar, Fed policy, and Trump’s potential impact on global markets, while addressing geopolitical risks in Europe and Taiwan. Finally, Mobius reveals why stop-loss discipline is essential after the big run in global equities. You won’t want to miss which global markets are Mobius’ favorites for 2025-2026 – and why. CHAPTERS:   00:00 — Introduction & Global Outlook 01:10 — China vs. India Performance Gap 03:15 — Japan’s Corporate Reform Tailwinds 05:00 — Taiwan and Vietnam as Growth Hotspots 07:30 — Latin America: Opportunities in Brazil and Argentina 10:05 — Defense and Tech ETFs for 2026 12:20 — Gold vs. Crypto for Investors 15:00 — The US Dollar, Fed Policy, and Trump Effect 18:10 — Geopolitical Risks: Europe and Taiwan 21:00 — Stop-Loss Discipline After the Rally 23:00 — Closing Thoughts  If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us for the 2025 MoneyShow/TradersEXPO Orlando (Oct. 16-18)!   Register here: https://orlando.moneyshow.com/?scode=061246    For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/ 

In this episode of the MoneyShow MoneyMasters Podcast, Sean Brodrick of Weiss Ratings and John Eade of Argus Research unpack today’s market drivers, record equities, gold’s strongest year since 1979, and ongoing Fed rate cuts. Sean explains why gold, mining stocks, and critical metals could be in a new supercycle, while John sees plenty of runway left for the bull market thanks to profit growth, lower rates, and tech leadership. They also debate whether AI is a bubble or a lasting market driver, how defense-tech and power grid expansion are creating opportunities, and where copper and lithium fit into the next leg of growth. Plus, they name their favorite stock picks in this environment. Find out where smart money is positioning ahead of 2026. CHAPTERS:   00:00 — Introduction & Market Backdrop 01:18 — Stocks vs. the Economy and Dollar Tailwinds 02:55 — Argus View: Bull Market Strength and Earnings Drivers 04:40 — Fed Rate Cuts and Implications for Multiples 06:15 — AI Boom or Bubble? 08:10 — Defense Tech, Power Grid, and AI Spillovers 09:55 — Gold’s Bull Market and Precious Metals Sentiment 12:40 — Financials, Exchanges, and Tech’s Influence 15:05 — Copper, Lithium, and Base Metals Outlook 17:45 — Rare Earths, Uranium, and New Copper Picks 19:45 — Preview: Brodrick & Eade at MoneyShow Orlando   If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us for the 2025 MoneyShow/TradersEXPO Orlando (Oct. 16-18)!   Register here: https://orlando.moneyshow.com/?scode=061246    For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/   

In this episode of the MoneyShow MoneyMasters Podcast, Jim Bianco, president of Bianco Research, and Steve Sosnick, chief strategist at Interactive Brokers, discuss how a 911,000-job revision is altering the outlook for the labor market and Fed policy.   Bianco explains why population growth may be the overlooked driver of employment trends, while Sosnick questions whether markets are misjudging the Fed’s next move as inflation lingers and the yield curve steepens. They also explore the gap between AI’s near-term reality and its long-term potential, along with the surprising strength in gold and metals amid rising political risk.   Find out how fast the markets are shifting.   CHAPTERS:   00:00 — Introduction & Labor Market Revisions 01:28 — Why Jobs Growth May Not Require Rate Cuts 03:00 — Fed Policy, Inflation Target, and Stagflation Risks 06:00 — Yield Curve Steepening and Political Risk in Europe 09:30 — Equities Resilience and Seasonality in September 13:00 — AI Spending: Short-Term Pain, Long-Term Revolution 18:30 — Lessons from the Dot-Com Bubble for Today’s AI Cycle 22:00 — Gold, Central Banks, and Political Risk in Europe 26:00 — The Fed Put: What It Really Protects 29:30 — Closing Thoughts & Upcoming MoneyShow Events   If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us for the 2025 MoneyShow/TradersEXPO Orlando (Oct. 16-18)!   Register here: https://orlando.moneyshow.com/?scode=061246    For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/ 

In this episode of the MoneyShow MoneyMasters Podcast, Nancy Davis, founder of Quadratic Capital Management, and Mike McGlone, senior macro strategist at Bloomberg Intelligence, dive into what the end of a historic yield-curve inversion and a Fed cutting cycle could mean for investors – particularly in precious metals and bonds.    Nancy breaks down why traditional bond benchmarks may not offer the safety many assume, while Mike explains what’s fueling gold’s breakout and why deflation risks are back on the radar.   They also touch on central bank gold buying, ETF flows, and how investors can think about balancing inflation and deflation in their portfolios. It’s a timely look at the forces shaping bonds, gold, other commodities, and stocks as 2026 nears. CHAPTERS:   00:00 — Intros and Guest Backgrounds 01:20 — Bond Market Shifts and Fed Policy 03:15 — Yield-Curve Inversion and What Comes Next 05:10 — Rate Cuts, Term Premium, and Real Rates 07:15 — Gold’s Breakout and Drivers 09:00 — Central Bank Buying and ETF Flows 11:00 — Silver, Platinum, and Broader Metals 13:00 — Inflation vs. Deflation Risks 15:10 — Core Bond Indices and Hidden Risks 19:50 — Final Takeaways and Event Details   If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us for the 2025 MoneyShow/TradersEXPO Orlando (Oct. 16-18)!   Register here: https://orlando.moneyshow.com/?scode=061246    For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/ 

In this episode of the MoneyShow MoneyMasters Podcast, Lyn Alden Schwartzer, founder of Lyn Alden Investment Strategy and contributing analyst to ElliottWaveTrader.net, discusses fiscal dominance — the rising influence of government deficits and spending over central banks on markets and inflation. She explains how this shift creates a hotter, less cyclical economic environment and what it means for investors navigating these changes in 2025.   Lyn also shares insights on the surge in precious metals, Bitcoin, and foreign markets, offers a cautious outlook on U.S. equities, and highlights the evolving impact of AI on the economy. This episode provides a clear, systems-based view to help listeners understand and adapt to today’s complex financial landscape. CHAPTERS:   00:00 — Intros and Lyn Alden’s Background 00:24 — Engineering and Market Analysis 01:28 — Fiscal Dominance Explained 02:59 — Fiscal vs Monetary Dominance for Investors 04:45 — Fiscal Dominance: US Focus, Global Views 06:25 — Fed Dovish Signals and Challenges 09:10 — Precious Metals, Bitcoin, and Digital Assets 12:45 — Market Outlook: Bitcoin, Gold, Equities 17:00 — Fixed Income: Bonds, Yields, Credit 21:30 — Closing and Live Events Info   If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us for the 2025 MoneyShow/TradersEXPO Orlando (Oct. 16-18)!   Register here: https://orlando.moneyshow.com/      For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/ 

In this episode of the MoneyShow MoneyMasters Podcast, Nicholas Bohnsack, President and CEO of Strategas Securities, and Amy Zhang, Executive Vice President and Portfolio Manager at Alger, reveal the powerful currents driving markets in 2025.   Nicholas breaks down the real implications of monetary policy moves, inflation trends, and labor market pressures – and shares his favorite investing themes. Meanwhile, Amy explains why and where small and mid-cap stocks are quietly outperforming, details how in-depth research can help drive results in the SMID space, and spotlights sectors and companies that are often overlooked.   From AI’s growing influence to the realities of deglobalization, they challenge conventional thinking and offer precise strategies for navigating risk and opportunity in an unpredictable landscape. CHAPTERS:   00:00 — Intros and Guest Backgrounds 02:30 — Macro Setup into Year End with Policy Tariffs and Positioning  05:00 — When Growth Becomes Scarce with Quality Pricing Power  07:31 — Labor as the Swing Factor and Reading Macro Signals  10:01 — Defining the SMID Universe and Finding Durable Business Models 12:32 — Discovery in Small and Mid Caps  15:02 — Innovation and AI Enablement with Case Studies 17:33 — Deglobalization, Supply Chains, and Security of Intellectual Property  20:03 — Risk Management Scenario Planning and Final Takeaways   If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us for the 2025 MoneyShow/TradersEXPO Orlando (Oct. 16-18)!   Register here: https://orlando.moneyshow.com/      For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/ 

In this episode of the MoneyShow MoneyMasters Podcast, Peter Schiff, Chief Global Strategist at Euro Pacific Asset Management, returns with his most urgent warning yet about the U.S. dollar and the bond market.   He explains why de-dollarization is accelerating as foreign central banks dump U.S. Treasuries for gold, why silver may be ready to outperform, and how tariff policy will backfire on the U.S. government and the bond market. Schiff warns the Fed has lost control of long-term rates and says the real crash will come when rate cuts and QE return, locking in stagflation and sending the dollar index toward 40.   You will also hear his bullish outlook on emerging markets, mining stocks, and commodities, plus why he thinks investors are overlooking the biggest financial shift in decades.   CHAPTERS:   0:29 — Peter Schiff’s 2024 Predictions That Came True 1:47 — Why Silver Could Outperform Gold Next 1:58 — Shift From U.S. To Foreign Stocks 2:20 — How Tariffs Hurt The U.S. Economy 6:38 — Trouble Ahead For The Bond Market 7:01 — Why The Fed Has Lost Control Over Long-Term Rates 8:10 — Inflation Risks And The Case For Higher Rates 9:41 — Skepticism On GDP And Jobs Data 11:00 — How To Invest In Precious Metals Amid Volatility 13:25 — Opportunities In Emerging Markets And Mining Stocks 16:12 — The “Real Crash” And Dollar Index Down To 40 Prediction   If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us at the 2025 The MoneyShow Orlando event (Oct. 16-18)!   Register here: https://orlando.moneyshow.com/   

Markets may be climbing, but are they telling the truth?   In this episode of the MoneyShow MoneyMasters Podcast, Keith Fitz-Gerald (Principal, Fitz-Gerald Group) and David Keller (President and Chief Strategist, Sierra Alpha Research) break down why investing based on what you think the markets SHOULD do – versus what they ARE DOING – can be so costly.   We also cover the technical and macro signals that reveal where the S&P 500 could be headed next. Plus, we discuss market breadth, sector rotation, fear vs. FOMO sentiment, and the risk indicators most investors overlook. (Bonus: If you own Tesla, Palantir, or stocks in THIS beaten-down sector, you won’t want to miss what Keith and David have to say).   CHAPTERS: 0:02 – Opening Remarks & Market Overview 2:05 – Key Drivers Behind Current Market Trends 4:00 – Sector Leadership and Rotation Signals 5:53 – Investor Sentiment and Behavioral Shifts 7:48 – Technical Indicators to Watch Right Now 9:41 – Macro Headwinds and Tailwinds in Play 11:40 – Earnings Season Expectations and Surprises 13:39 – Risk Management in Volatile Markets 15:39 – Opportunities Emerging in Underfollowed Sectors 17:37 – Closing Thoughts & Forward-Looking Strategies If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us at the 2025 MoneyShow Orlando event (October 16-18)! Register here: https://orlando.moneyshow.com/ 

Trading has gone social – and retail investors are now a market force Wall Street can’t ignore!   In this episode of the MoneyShow MoneyMasters Podcast, we dive into how platforms like Wolf Financial, Stocktwits, and Blossom are transforming the way everyday investors find ideas, build conviction, and connect in real time.   Gav Blaxberg (Wolf Financial), Tom Bruni (Stocktwits), and Tim Johnson (Blossom) reveal what’s trending right now, from meme stock comebacks to covered call ETFs, and how transparency, sentiment data, and social validation are reshaping modern investing behavior.   Whether you’re an active trader or a long-term investor, this episode will change how you think about idea flow, conviction, and community in markets.   CHAPTERS:   0:11 – Why investing has gone social 1:26 – How Wolf, Stocktwits, and Blossom fit into the trend 4:00 – The need for conviction and transparency 6:00 – Cutting through noise with real-time data 8:00 – Meme stock mania and market froth 10:46 – Covered call ETFs and passive income strategies 13:04 – How to use sentiment and message volume as signals 16:19 – Retail’s evolution and the great wealth transfer 20:04 – What to expect at upcoming MoneyShow events If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!   📅 Join us at the 2025 The MoneyShow Toronto event(September 12-13)!    Register here: https://toronto.moneyshow.com/     For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts    Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2  Facebook: https://www.facebook.com/OfficialMoneyShow/  Instagram: https://www.instagram.com/moneyshow/#  TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en  X (Twitter): https://x.com/moneyshow  LinkedIn: https://www.linkedin.com/company/moneyshow/