5-26-2023 – Can You Recession-Proof Your Portfolio?

Soaring European power prices driven by the Iran conflict are sending governments and investors scrambling toward solar and other renewables at a pace never seen before. We explore whether this energy shock represents a permanent turning point for clean energy investment or just a temporary spike in interest.Today's Stocks & Topics: Bank of America Corporation (BAC), Market Wrap, WisdomTree Enhanced Commodity Strategy Fund (GCC), Will the Iran War Be the Catalyst That Finally Supercharges the Green Energy Transition?, Teck Resources Limited (TECK), The Charles Schwab Corporation (SCHW), Covered Call Options, Economic Growth Numbers, Lululemon Athletica Inc. (LULU), GDP Ratio.Our Sponsors:* Check out Pebl: https://hipebl.ai* 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 TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Nearly 40% of landlords are now offering concessions to attract tenants — free months of rent, waived fees, gift cards — a sign that the apartment market is fundamentally shifting in favor of renters after years of landlord dominance. We break down what this tells us about housing supply, shelter inflation, and the investment case for real estate right now.Today's Stocks & Topics: Taseko Mines Limited (TGB), Market Wrap, Uber Technologies, Inc. (UBER), iShares Core MSCI EAFE IMI Index ETF (TSX:XEF), The Apartment Concession Wave: What Record Landlord Giveaways Tell Us About the Rental Market, Quantum Computing Inc. (QUBT), IonQ, Inc. (IONQ), VanEck Morningstar Wide Moat ETF (MOAT), Trading.Our Sponsors:* Check out Pebl: https://hipebl.ai* 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 TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

The Iran war has reshuffled the global energy order, handing OPEC's coveted swing producer role to the United States. We explore what this geopolitical shift means for domestic energy stocks, oil prices, and long-term energy independence.Today's Stocks & Topics: Williams-Sonoma, Inc. (WSM), Market Wrap, Strategies for Tax Loss Harvesting, America's New Oil Crown: How the Iran War Made the US the World's Swing Producer, Aehr Test Systems Inc. (AEHR), America is Losing Conference on Retirement, Franco-Nevada Corporation (FNV), Stock Market Valuation, Dividend Stocks or Price Appreciation.Our Sponsors:* Check out Pebl: https://hipebl.ai* 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 TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

SpaceX and OpenAI are heading for the public markets with combined valuations approaching 3 trillion dollars; but by the time retail investors get access, has the real opportunity already passed? We will break down the IPO cycle most investors don't understand, why hype distorts valuation, and the five things you should watch before buying into any mega-IPO.Today's Stocks & Topics: Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK), Market Wrap, VICI Properties Inc. (VICI), Top 5 Technical Indicators, The Mega IPO Setup: What SpaceX and OpenAI Really Mean for Your Money, AstraZeneca PLC (AZN), AbbVie Inc. (ABBV), Sunbelt Rentals Holdings, Inc. (SUNB), Roth vs. Traditional I-R-S.*Correction: In this episode, we incorrectly stated that Robinhood was worth $2 billion. At the time of airing, Robinhood’s market capitalization was approximately $75 billion.Our Sponsors:* Check out Pebl: https://hipebl.ai* 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 TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Citadel Securities is reportedly exploring prediction markets as trading scales up, a development that could fundamentally change how financial markets incorporate real-world event probabilities into prices. We will examine what prediction markets are, how they work, and what their mainstream adoption means for investors.Also in this podcast: INTU - Intuit Inc., AMAT - Applied Materials Inc., BKNG - Booking Holdings Inc., AMD - Advanced Micro Devices Inc.; also, a listener question on 'asset allocation'; plus Luke's MARKET WRAP UP, and his topic talking points: “Consumer Sentiment” and “AI Investment Decisions Warning”; and Luke reviewed treasury rates, metal prices, and oil and gas prices. Our Sponsors:* Check out Pebl: https://hipebl.ai* 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 TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Goldman Sachs data shows hedge funds poured $86 billion into stocks as Iran peace hopes grew, representing one of the largest buying surges in recent memory. We examine what this massive institutional move tells us about market sentiment, and whether retail investors should follow or be cautious when the smart money rushes in.Today's Stocks & Topics: Core & Main, Inc. (CNM), Market Wrap, Trump and the Economy, Hedge Funds Poured $86 Billion Into Stocks — Should You Follow the Smart Money?, VanEck Alternative Asset Manager ETF (GPZ), Medtronic plc (MDT), Abbott Laboratories (ABT), Jobs and Immigration Crackdown, Algonquin Power & Utilities Corp. (AQN), The Home Depot, Inc. (HD), The Global Economy.Our Sponsors:* Check out Pebl: https://hipebl.ai* 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 TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Some grocery chains are deploying AI to slash food waste and improve profit margins, a trend that reflects a broader shift in how artificial intelligence is creating real, measurable returns in unexpected corners of the economy. We examine how AI-driven operational efficiency is becoming a competitive moat — and what it means for investors looking beyond the obvious AI plays.Today's Stocks & Topics: MNTN, Inc. (MNTN), Automatic Data Processing, Inc. (ADP), Market Wrap, Technical Indicators, Netflix, Inc. (NFLX), AI in the Aisles: How Artificial Intelligence Is Transforming Retail Profit Margins, iShares Ultra Short Duration Bond Active ETF (ICSH) vs. Money Market Accounts, Alarm.com Holdings, Inc. (ALRM), Target Corporation (TGT), Deglobalization.Our Sponsors:* Check out Pebl: https://hipebl.ai* 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 TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Millions of Americans change jobs every year without fully claiming the retirement contributions, unvested stock, and other compensation they've earned — and it adds up to billions in lost wealth over a lifetime. We break down the key financial steps every worker should take before handing in their resignation letter.Today's Stocks & Topics: Avis Budget Group, Inc. (CAR), Market Wrap, iShares MSCI Switzerland ETF (EWL), Franklin FTSE Switzerland ETF (FLSW), Tractor Supply Company (TSCO), What Happens to Your 401k When You Leave a Job?, Super Micro Computer, Inc. (SMCI), ServiceNow, Inc. (NOW), Intel Corporation (INTC), Energy Forecast, Badger Meter, Inc. (BMI), Private Credit.Our Sponsors:* Check out Pebl: https://hipebl.ai* 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 TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Precious Metals, Petrochemical Companies, Rollover 403b to Roth I-R-A, Preferred Stocks, Bitcoin, Investing Apps, Are We In Trouble?, Stock Valuation, Retirement, Alternative Investment: Groundfloor, Union Business Cycle, Buying Credit Cards Companies, 401/457 Plans, Roth I-R-A Contributions, Covered Call Strategy, SEPP-72t.Our Sponsors:* Check out Pebl: https://hipebl.ai* 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 TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Residential Real Estate in Bay Area, Portfolio Management, Bitcoin, Three-Buckets Retirement Strategy, CD Rates, Changing Taxes Status, Oil Field Services, Saving for Retirement, How to Short a Stock, Safe Haven Investment, Liquidity, Monetizing Debt, International Exposure, Options & Capital Gains, Covered Calls ETFs.Our Sponsors:* Check out Pebl: https://hipebl.ai* 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 TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands