Positioning Portfolios for the Midterm Elections

We discuss Anthropic's IPO, AI valuations, and the rise of prediction markets. (1:00) - Is This A Healthy Pullback or Should Investors Be Concerned? (4:20) - Big Takeaway's From Anthropic's S-1 Filing (9:30) - What Has Growing Competition In AI Done To The Current Market? (12:30) - Should You Consider Buying Anthropic Before Its IPO? (15:40) - Tema Photonics & Optical ETF: LAZR (18:25) - Tema Space Innovators ETF: NASA (19:40) - What Impact Will Midterm Elections Have On The Stock Market Going Forward? (23:30) - Tema Trading & Predictions Markets ETF: DICE (27:45) - Episode Roundup: SPCX [email protected]

What should investors know about the Anthropic IPO and ETFs investing in private AI companies? (1:15) - Can We Expect The AI Rally To Continue? (5:30) - What Should Investors Know About Anthropic Heading Into The IPO? (9:45) - Leverage Shares MANGOS ETF: MGOL (14:00) - What Risks Come With Perpetual Futures? (16:55) - Breaking Down The Impact of AI On Cybersecurity? (21:30) - Themes Uranium & Nuclear ETF: URAN (24:45) - Should Investors Consider Adding Gold & Silver To Their Portfolios? (28:00) - Episode Roundup: MN, SPAM, CIBR, HACK, AGMI, AUMI [email protected]

With concentration risks rising, is it time to look beyond the market's biggest names?  (1:15) - Will The Current AI Rally Continue? (6:50) - Is The Nasdaq The Best Way To Gain Exposure To The AI Trade? (11:00) - Invesco S&P 500 Equal Weight ETF: RSP (19:30) - Invesco S&P 500 Momentum and High Beta ETFs: SPMO & SPHB (24:45) - What Is The Best Approach To Factor Investing? (28:00) - Episode Roundup: QQQ, QQQM, NVDA, AAPL, MSFT, QNDX, IQQ [email protected]

We discuss how investors can navigate election uncertainty and position their portfolios. (1:00) - Will Markets Move Higher After Midterm Elections? (4:50) - Breaking Down The AI Investment Trade In Its Current State (7:10) - Understanding The Impact of Midterm Elections On Finance, Defense and Energy (14:15) - What Types of Change Should Investors Be Aware of Heading Into Elections? (17:25) - State Street SPDR Portfolio S&P 500 ETF & Nasdaq 100 ETF: SPYM & QNDX (22:45) - Episode Roundup: SOXX, XLKI, JEPQ, XAR, ITA, XLF         [email protected]

What's next for oil, gold and copper as geopolitical risks reshape commodity markets? (1:00) - What Impact Does The War Have On Crude Prices? (5:30) - How Do Contago And Backwardation Impact Performance? (8:40) - USCF Oil ETF Suite: USO, USL, BNO (12:30) - How Is The War Impacting Refined Products? (15:35) - Breaking Down The Recent Copper Supply Constraints (18:50) - USCF Investments Copper ETF Suite: CPER, CPXR (20:25) - Breaking Down Gold's Recent Performance (22:45) - USCF Gold Strategy Plus Income ETF: USG (24:40) - Should Investors Consider Commodity ETFs For Their Portfolio? (27:45) - Episode Roundup: UGA, GLDM, IAUM         [email protected]

Could cancer vaccines and AI drive the next wave of healthcare innovation?  (1:00) - What Is mRNA? Why Was The Breakthrough So Important? (4:30) - What Is The Difference Between Personalized And Traditional Cancer Treatments? (7:20) - How Close Is the Approval And Could It Work For Different Types of Cancer? (9:15) - Which Companies Should Investors Keep An Eye On Right Now? (11:30) - Tema Oncolody ETF: CANC (15:00) - Tema Healthcare AI ETF: HLTH (19:00) - Why Should Investors Consider Healthcare For Their Portfolio? (21:15) - Tema Hearts & Health ETF: HRTS (22:30) - Episode Roundup: MRNA, MRK, RVMD, TXG         [email protected]

We explore the rise of China's AI Tigers. (1:00) - Why Should Investors Be Paying Attention To China's AI Tigers? (5:10) - Open vs Closed AI Models And The Differences Between The U.S. And China (11:00) - How Do These AI Companies Plan To Make A Profit? (14:15) - What Markets Are The China AI Companies Looking To Gain Exposure? (18:00) - How Are The Chinese AI Companies Gaining Access To U.S.? (24:50) - China AI Tigers LLM ETF: TGRZ (29:45) - What Impact Has AI Had On Emerging Markets Investing? (35:00) - Episode Roundup: BABA, TSM, SKHY, NVDA [email protected]

Keith Fitz-Gerald explains why a small group of elite companies drives most long-term wealth creation. (1:30) - What Should Investors Expect From Nvidia Heading into Earnings? (7:00) - Breaking Down Palantir, CrowdStrike and Apple and Their Current Positioning (15:05) - Why Should You Believe In Elon Musk Companies? (18:30) - Can The AI Trade Continue Much Longer? (21:45) - Buy The Best And Ignore The Rest (25:50) - Fitz-Gerald Must Have Portfolio ETF and Options Overlay ETF: FITZ & FIZY (32:00) - Episode Roundup: NVDA, CRWD, PLTR, AAPL, TSLA, SPCX [email protected]

We examine the investment case for fixed income in a shifting rate environment. (1:00) - Breaking Down The Economy and Upcoming Fed Meetings (5:15) - What Impact Will The High Debt Issuance By Hyperscalers Have On The Bond Market? (7:00) - Understanding The Current Concerns Within The Private Credit Market (9:00) - What Are CLOs and How Do They Work? (11:35) - Should Investors Have Fixed Income Within Their Stock Portfolio? (16:20) - What Is Tax Aware Investing? (18:30) - Where Should You Be Looking To Invest Right Now? (25:20) - Episode Roundup: SGOV, VBIL, PMMF, GMMF, TAXX, PCMM, XB, XCCC         [email protected]

As AI data centers push the limits of traditional networking, photonics is emerging as a key technology. (1:00) - What Is Photonics and It's Impact On AI? (6:10) - Where Should Investors Look For Photonic Investments? (11:45) - KraneShares Photonic and Optical ETF: LUMA (14:30) - KraneShares Public-Private AI & Technology ETF: AGIX (17:30) - KraneShares Global Humanoid Robotics and Physical AI Index ETF: KOID (23:20) - Episode Roundup: LITE, COHR, MRVL, EUV, FOTO, LAZR [email protected]