Best Bedel Financial Podcasts (2026)

Price increases have slowed. Inflationary pressures are subsiding. The November Consumer Price Index (CPI) reported prices rose at a 2.7% rate compared to a year ago. That was cooler than the September report, which is the most recent. That came in at 3%. There was no October report due to the government shutdown. Core CPI, which strips out food an…

1
The Fed Saved the Rally 5:49

Play Pause

16d ago5:49

5:49

It wasn’t Nvidia that saved the rally in November. It was the Fed. What was looking like a remote chance of a December rate cut, with a mere 30% probability 4 weeks ago, the central bank switched gears and lowered borrowing costs again this week. There has been much debate about this within the Fed’s Open Market Committee. They’re the ones who vote…

1
It's Always Must See 8:50

24d ago8:50

8:50

There was a mega deal announced Friday which will have a profound impact on the future of business, far beyond the media and entertainment space. As a former Turner guy, having worked at both CNN and Turner Sports, I couldn’t pass up digging into this deal this week. Netflix is trying to buy Warner Bros...…

1
TGI-Thanksgiving 4:52

1M ago4:52

4:52

America is on the go again. The FAA expects air travel this Thanksgiving week to be the busiest in 15 years. There was a flood of last-minute bookings this past week, as it was previously projected to have a 3% decline compared to last year. The government re-opening likely played a big role. In total, 82 Million Americans are expected to travel 50…

1
Nvidia Couldn't Save the Rally 11:45

1M ago11:45

11:45

Back in February of 2024, just 22 eventful months ago, the Stock Market was teetering. The 14-month rally was maturing and being tested. The AI-Trade was being questioned. Investor sentiment was sour. Things were looking bleak. The Market was in need of a spark. Earnings Season was coming to a close. However, there was one big hitter left. It was N…

1
A Fastball Under the Chin 8:53

2M ago8:53

8:53

Market volatility was definitely the theme this week. After reaching fresh all-time highs for months, the Bull Market hit the brakes. The AI-trade stalled. Friday was a wild one. Stocks gapped down at the open, building off Thursday’s decline. The Volatility Index spiked, reflecting newfound fear. Weak hands were dumping stocks. Those are the ones …

1
The Future of Finance is Now 7:27

2M ago7:27

7:27

I was in Denver this week for Schwab’s annual Impact conference. Meredith joined me. Firms from across the country converged on the Rockies to study trends, collaborate on common challenges and try to map out the future. No surprise, the advancement of Artificial Intelligence was a dominant theme...

1
A Tidal Wave of News - Another Rapid Rundown 13:21

2M ago13:21

13:21

October concluded with one of the most Market-moving weeks in memory. Between the Tech Titans earnings, a Fed rate cut and a Presidential summit between China and the U.S., there was a tidal wave of news for investors to ride. And the AI Bull kept charging ahead. The S&P just banked its 6th consecutive monthly gain as it continues to run in the fac…

1
Big Numbers 6:44

2M ago6:44

6:44

The rally just keeps on keeping on. Wall Street keeps putting up big numbers. The S&P 500 reached 6800 Friday for the first time ever. The Dow cleared 47K. America’s Stock Market, as measured by the S&P, is now worth $57 Trillion. Friday’s trigger to new highs: Inflation is cooler than expected. This, according to the September Consumer Price Index…

1
Canaries or Cockroaches? 7:11

2M ago7:11

7:11

Forget Football and Baseball for a minute. It is Earnings Season that kicked off this week. It’s that time again when Corporate America submits its report cards. Nearly 75% of the S&P 500 companies, measured by market cap, are scheduled to report in October. The Street expects earnings to increase +8.0% in Q3, compared to a year ago. That would be …

1
That's Quite a Shine 5:04

3M ago5:04

5:04

The final stretch is near. It’s been quite a year for investors. Everywhere you look, up and down Wall Street, you simply can’t escape the AI hype. Artificial Intelligence is expected to revolutionize our way of life, much like the Industrial Revolution in the 19th century and the advancement of the internet towards the end of the 20th. Those were …

1
Blowing Bubbles 11:01

3M ago11:01

11:01

We are nearing the end of September; Historically the worst for stocks. This year has certainly bucked that trend. The month started out with a bang as the S&P 500 extended the rally, going farther and faster. For months, stocks climbed that wall of worry. The dips kept getting bought. The trend is your friend, as they say. However, the trend has c…

1
Natural 8:00

3M ago8:00

8:00

The Fed cut interest rates for the first time this year. No surprise, it was a virtual certainty heading into the meeting. This was the first rate cut in 9 months, after an extended period of pause to gauge the impacts of tariffs and overall inflation. Fed Chair Powell called it a “risk-management cut”. It’s not a catchy phrase. But it speaks to th…

1
What Oracle Means to the Market and More 7:25

4M ago7:25

7:25

A fairly unusual thing occurred this week. A large Tech company reported a double-miss, yet the stock soared to levels previously unseen. Of course these days, nothing seems to surprise. Things are happening that have never happened before. AI has created Bull Market mania...

1
Football & Jobs - Activity in America 5:00

4M ago5:00

5:00

Hiring in America hit stall-speed in August. Just 22K jobs were created. That was a big miss from the 77K expected. The unemployment rate remains at 4.3%. A weakening labor market has been the driver for a potential Fed interest rate cut. That’s kept the Stock Market buoyant. Job openings fell back in July to the lowest in 10 months. The decline in…

1
National Security Meets Free Markets 14:39

4M ago14:39

14:39

The AI race is upon us. It's been escalating ever since ChatGPT made its appearance in the Fall of 2022. Nvidia has been the undisputed leader in the race. Companies, both at home and abroad, have scrambled to get their hands on Nvidia's chips. Demand significantly outstrips supply. That sends prices higher. You remember that from Econ 101. That ha…

1
Jackson Hole Moves Markets 6:48

4M ago6:48

6:48

Wyoming was the center of investor attention Friday. The Rocky Mountain valley is known as Jackson Hole. The town is simply Jackson. The region is known for its beauty and its endangered animals; Particularly Moose. Its local hockey team is the Jackson Hole Moose. Moose are large animals that have poor eyesight but a keen sense of sound and smell. …

1
Back to School 5:59

5M ago5:59

5:59

The calendar has turned to August and students from across the country are heading back to school. Summer is coming to a close. Transition continues...

1
The iPhone and India in the Middle 7:52

5M ago7:52

7:52

Trade wars are picking up again. The 90-day truce on tariffs expires next week. Talks continued all week with varying degrees of urgency and speed. This week, the American President announced a new twist on tariffs. It's squarely directed at chips and digital devices. President Trump threatened 100% tariffs on semiconductors made overseas. But he s…

1
Another Rapid Rundown 12:14

5M ago12:14

12:14

This was another week of some serious Market-moving activity. We just knew it would be. On tap was a Fed meeting, a slew of earnings and more trade talks. The week would end with the July Jobs Report. There was a whole lot to chew on for investors, though many answers remain unknown. Volatility has definitely picked up, despite the S&P hitting new,…

1
Waymo Innovation Ahead 9:18

5M ago9:18

9:18

Alphabet reported earnings this week, kicking things off for the Tech Titans and providing an update on the state of AI. The company raised its planned investment spend for the year by $10 Billion, to $85 Billion. The AI race keeps accelerating...

1
Another Rapid Rundown 12:29

6M ago12:29

12:29

This has been an impressive record run for the Stock Market. It continued to hit new, all-time highs in July. The fear from the trade wars and the April crash are deep in the rear-view mirror. America’s Economy has proven, time and again, its resiliency. And the Market has swiftly climbed that wall of worry. Consistent with 2025, there’s a ton goin…

1
TGI-4th 13:37

6M ago13:37

13:37

Twelve score and nine years ago, in the Pennsylvania State House in Philadelphia, a Continental Congress representing 13 colonies declared its independence from Great Britain. The date was July 2nd, 1776. The following day, July 3rd, saw a lot of emotional language debated. The historic event was celebrated on the 4th with a final document draft. T…

1
Why is the Market up so Much? 8:40

6M ago8:40

8:40

To say the Stock Market has been resilient is a complete understatement. Investors have been hit with multiple shocks in the first half of 2025. They’ve ranged from 2 wars overseas, American bombs hitting Iran, a Chinese AI threat called DeepSeek and the April obliteration day around trade. They all created serious bouts of volatility. But none of …

1
Invested in California 7:24

6M ago7:24

7:24

I was chatting with a friend of mine this week about all of the issues going on around the world. I do that a lot. I like to learn how other people think. Gathering information and broad perspectives is a valuable tool. Our home state almost always comes up in conversation. California has become a bit of a lightning rod of late. People seem to eith…

1
What the Attacks Mean for the Market 8:56

7M ago8:56

8:56

Thursday night brought news that Israel attacked Iran. The price of Oil spiked 13% overnight. Stock futures sank. Risks of an all-out war between these two adversaries are as high as they’ve ever been. There’s also risk that it drags the entire region into a major conflict. That risk continues into the weekend...…

1
S&P 6K 8:08

7M ago8:08

8:08

The Stock Market is not the Economy. The Economy is not the Stock Market. To be sure, there are definite overlapping influences, no question. But they are both completely separate entities. At times they move in tandem. Other times, they move in opposite directions. The Market is forward looking. It anticipates events and prices in those expectatio…

1
Digital Dominance 9:02

7M ago9:02

9:02

This was yet another wild and eventful week for the Market. Where to start? Well, we found out this: President Trump didn’t have the powers to impose those global tariffs. That, from the U.S. Court of International Trade which struck down the tariffs imposed under the International Emergency Economic Powers Act. The trio of judges on the panel foun…

1
Memorializing is Remembering. Remembering is Understanding. 8:40

7M ago8:40

8:40

Memorial Day weekend is the unofficial kickoff to Summer in America. It’s full of graduations and barbecues. Many hit the beaches and the lakes, from coast to coast. However, it seems to have become increasingly easy for people to forget the real purpose of this special day. Memorial Day is the major American holiday observed on the last Monday of …

1
Pause Propulsion 5:43

8M ago5:43

5:43

What a difference a month makes. The crash has been repaired. Well, sort of. The S&P 500 erased all of the losses. It’s now green for 2025. The 180 degree move from the White House on tariffs triggered the powerful rally. The Stock Market soared nearly as fast as it fell...By Mike Frazier

1
Recession or Suppression? 10:53

8M ago10:53

10:53

The Market churned this week, with a lot to digest from the FED to trade talks, we will jump right in. The de-escalation of the trade wars has been the big driver of stocks. It’s been pretty clear; The Market has been at the mercy of the constant contradiction in trade headlines. Investors have been jerked around by the price action...…

1
U-Turns 11:29

8M ago11:29

11:29

Changing direction is a normal course of action in life. It’s usually driven by new information obtained. Either the facts changed, or perhaps you were wrong. It’s an important function on the road to success. You can’t keep going in the wrong direction and the sooner you recognize it, the probability of better outcomes grows. Good strategies have …

1
Data Drives Decision Making 9:17

9M ago9:17

9:17

The American Economy has shown real signs of stalling. Appetites to spend have been curbed a bit as the Trade War activity persists. You can certainly see it reflected in the Stock Market. Looking more broadly, Corporate America and the American Consumer have been tightening their wallets. The Economy was already in slowdown. The massive tariffs cr…

1
What the Hell Just Happened? 15:12

9M ago15:12

15:12

I will start by saying, there is nothing normal about this environment. We entered the year knowing big changes were coming from the White House. When it comes to the massive debt, excess spending and trade, something had to be done. The status quo was simply unsustainable. That said, we certainly did not anticipate the velocity of activity coming …

1
Tariffs, Avocados and Moneyball 15:54

9M ago15:54

15:54

The Stock Market did something that’s been rare for this year. It was up 3-consecutive sessions to start the week. Despite all the confusing and chaotic noise coming out of Washington, the Market is trying to see through the noise. To be clear, there are some serious issues yet to be resolved. But the quick and violent sell-off in March found some …

1
Market Madness - Another Rapid Rundown 10:58

10M ago10:58

10:58

It was another eventful week. It’s been that way all year. There’s no sign of that changing. Activity continues out of the Oval Office. But the Market redirected its attention elsewhere. The threat of trade wars is still an overhang. But Corporate America keeps moving along. So do we, the American people. The calendar officially turned to Spring. S…

1
Market Movement 7:31

10M ago7:31

7:31

I was back east this week for Barron's Top Independent summit. It's our industry's annual elite gathering. It was very timely. It's super helpful to access smart thinkers to try to make sense of what's going on. Importantly, there wasn't much fear. But there was definitely a sense of caution around all the uncertainty. Our group is used to Market c…

1
Digging into Ukraine 10:25

10M ago10:25

10:25

This week, I joined a strategy session with Admiral William McRaven. 4-Star General, career Navy SEAL and best known for leading the team that got Bin Laden. The topic of discussion was Ukraine and America’s foreign policy. The last time I met with McRaven was March of 2022, just a month after the Russian invasion. This engagement 3 years later was…

1
Where to Start? 8:08

10M ago8:08

8:08

The Market volatility continues. The volume of issues and events that are at play today is simply striking. Heading into the week, investor eyes were on the AI trade. Specifically, Nvidia, the engine of AI. Let’s start with that...

1
Why Greenland? 11:08

10M ago11:08

11:08

Another week with a constant flow of both news and noise out of Washington, and beyond. The Market has largely been ignoring the various geopolitical events and threats. But there will be a time when it no longer can. The big question is what and when, not if. Trying to keep track has been head-spinning...…

1
Inflation & Innovation - The Beat Goes On 9:38

11M ago9:38

9:38

The beat goes on. No matter what gets thrown in front of this Market - and there’s been a lot - it just keeps moving forward. Back near all-time highs, the rally continues. Much to the surprise of many; The beat goes on. This week had a bit of everything: Earnings, Economic data, Politics, and Geopolitics. Washington has been a busy place, and it’s…

1
The Super Bowl Sunday Trade 8:55

11M ago8:55

8:55

There’s a football game in New Orleans this weekend. That will capture the attention of America on Sunday. The big news heading into this week was the fate of those proposed tariffs. Canada and Mexico were slated to be the recipients of 25% levies on goods crossing the border. China was set for a 10% tariff. The Market was tense. A last-minute deal…

1
DeepDive on DeepSeek and Beyond - Another Rapid Rundown 15:34

11M ago15:34

15:34

The Global AI Race took a surprising turn with news that a Chinese startup’s Large Language Model (LLM) outperformed the American leaders. DeepSeek’s AI model release sent shockwaves through Silicon Valley and the Market with fears that China has gained on America’s AI advantage. What’s more, DeepSeek’s LLMs were created despite US aggressive expor…

1
From Stargate to Panama and Back 9:30

11M ago9:30

9:30

It's just one week into the second Trump administration and it's been as eventful a start to any Presidential term in memory. What a difference in the White House. Regardless of what people think of the 45th and 47th President, he definitely makes people move. One of the biggest takeaways from Trump 2.0 has been the Market's hyper-focus on trade an…

1
Earnings & Inauguration 4:52

12M ago4:52

4:52

It's that time again: Earnings Season. Corporate America turns in their quarterly report cards for investors to gauge fundamentals and results. It's always refreshing to be able to sideline emotions and rhetoric so we can focus on facts...By Mike Frazier

1
The Year of the Robot? 9:23

12M ago9:23

9:23

The AI trade was back on to start this first full week of 2025. It didn’t last though. But the AI theme keeps gaining steam. What’s being called the most transformational new technology that humanity has ever had in its grasp has been the major driver of the Stock Market. Artificial Intelligence is already impacting all things, economic, political,…

1
TGI-XMAS 2:03

1y ago2:03

2:03

'Twas the Friday before Christmas, And all across the land, Not a creature was stirring, Not even Taylor Swift's band...By Mike Frazier

1
Why Syria Matters to the Market 17:18

1y ago17:18

17:18

The week started with a bang overseas. There was a revolution in Syria. President Bashar al-Assad's regime fell to rebel forces. The 50-year reign of the Assad family in Syria has come to an abrupt end. Assad and his family have reportedly fled to Moscow, seeking asylum. This brought an end to the bloody and brutal 13-year Syrian civil war. What's …

1
Wall Street Legend 6:21

1y ago6:21

6:21

Wall Street lost a legend this week. His name was Art Cashin. He was a unique character in so many ways. Art Cashin was the Director of Floor Operations for UBS at the New York Stock Exchange. He started his career at a small brokerage firm, becoming one of the youngest traders to obtain a seat on Wall Street. He later went to Paine Webber a couple…