Bonds stealing back headlines from equities 5/18/26

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Micron’s stock and Roundhill’s DRAM ETF have become the poster-children for the AI memory rally. But here’s what could be the next “phase” of the AI buildout.        Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

After losing half its value since its peak last year, Bitcoin has been quietly rebounding during the past month. What could that indicate about cryptos in general and the ETF ecosphere that surrounds it?       Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big tech earnings, Fed decisions and successions and a still-fluid situation in Iran… investors should be diversifying. Here’s a list of overlooked areas to extend your hedges.     Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Iran-related risks aside, energy is heading into uncharted territory. But we have a map for your portfolio.      Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As the conflict in the Iran continues, it only adds to other major market hurdles to come in 2026. History would suggest the biggest market drop is still looming and, it’s worth remembering, many new high-flying funds are too young to have witnessed any major test at all.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

As investors look to hedge against whipsaw volatility, managed futures funds may offer a welcome cushion… but you must understand their complexities first.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From leverage to tokenization, find out where the SEC stands now on product innovation and regulation.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Current geopolitical concerns are testing cryptocurrencies. But they’re responding in ways that might be unexpected. Find out what else might be at play under the surface.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.