Best Bitcoin Bottom Line Podcasts (2025)

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ORCL Earnings; Fed Cut Boosts Economy 6:38

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15m ago6:38

6:38

Dr. Yung-Yu Ma shares an analysis of Oracle (ORCL) earnings, noting that the market overstates Oracle's capital expenditure concerns. He discusses the Federal Reserve's recent dovish rate cut and its implications for the U.S. economy, interest rates, and the labor market. Dr. Ma also offers his perspective on long-term yields and the trajectory of …

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Wednesday's Final Takeaways: FOMC Rate Cut & Global Yields Climb 5:14

18m ago5:14

5:14

Marley Kayden and Sam Vadas talk all about Wednesday's decision from the Fed to cut interest rates by 25bps. They also explain the moves it has on both U.S. and global bond markets. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, r…

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EARNINGS ALERT: ORCL & ADBE 6:18

37m ago6:18

6:18

Oracle (ORCL) missed on its revenue but still doubled down on A.I. spending plans. Marley Kayden, Sam Vadas, and Kevin Green talk about the stock's downturn after posting earnings and why investors may question Oracle's ability to generate free cash flow. They later turn to other tech earnings and explain why Adobe (ADBE) struggled to find footing …

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Overlooked Stock: PLAB Closes Best Day Since 2008 After Earnings 6:32

29m ago6:32

6:32

Photronics (PLAB) shot up more than 40% and hit highs not seen since 2001 on Wednesday's session. The semiconductor equipment manufacturer significantly beat earnings expectations. George Tsilis turns to the numbers waking investors up to this overlooked stock. He also touches on the international play Photronics holds in the A.I. space. ======== S…

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Strategy (MSTR) CEO on Bitcoin Treasury, Balance Sheet & MSCI Push Back 9:03

31m ago9:03

9:03

Phong Le, CEO of Strategy (MSTR), explains why he sees the company as a viable option amid the rise in cryptocurrencies. He talks about how the company balances its balance sheet and offers insight into why Strategy won't have to sacrifice Bitcoin to offer dividends. Phong later discusses the MSCI and the index's decision to remove Strategy, someth…

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Sonali Basak on "Dovish" FOMC Tone, Big T-Bill "Question" & 2026 Outlook 8:53

2h ago8:53

8:53

iCapital's Sonali Basak breaks down Fed Chair Jerome Powell's commentary and the FOMC's press release after cutting interest rates 25bps. She believes it all points to a dovish tilt with a renewed focus on labor. Even if the Fed shakes up its staff next year, at least one cut baked into the dot plot for 2026 is something Sonali says reaffirms a dov…

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Cleveland: Fed Dissension Good, This is Not a Hawkish Cut 5:22

23m ago5:22

5:22

Jeffrey Cleveland reacts to the Fed decision to cut rates by 25 basis points, with three dissents. He thinks unemployment will tick up and PCE will fall slightly next year, leading to the Fed funds rate lower than the median now. He doesn’t see this as a hawkish cut based on the bond market reaction, but “we’ll have to see how Chair Powell frames t…

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Three Dissents in FOMC Cutting Interest Rates 25bps, 'QE is Back' 6:51

25m ago6:51

6:51

There were three dissents in the latest interest rate cut from the Fed, one for 50bps and two for zero cuts. Kevin Hincks talks about the FOMC's differing views and the role its dual mandate plays. He also goes over the median economic projections and dot plot to explains why a rate cut likely is off the table for January. However, Kevin says quant…

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Stovall: Expecting One Cut in Each Half of 2026 7:24

26m ago7:24

7:24

Sam Stovall thinks the unemployment rate could surprise to the upside in delayed October data because of the government shutdown, but thinks it will moderate in October. He explains what the bond market reaction means about sentiment. While it seems like the Fed wants to pause rate cuts, he expects one in each half of 2026. He is paying close atten…

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Lippman: Need to Retrain & Reskill Employees in Age of AI 6:26

28m ago6:26

6:26

Harley Lippman thinks entry-level jobs are tough to find, but the labor market will embrace employees who embrace AI. “AI is not coming after your job,” he argues, it’s coming after the part of your work that’s repetitive. He emphasizes retraining and reskilling employees rather than laying them off, warning against losing “institutional knowledge.…

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Ca$htag$: Adobe’s (ADBE) ‘Rough Year’ 10:20

29m ago10:20

10:20

Likefolio’s Landon Swan calls it a “rough year” for Adobe (ADBE) ahead of its earnings report this afternoon. He thinks investors are worried about its position in AI competition, and says it “has to” jump on AI or its products will be outcompeted. He walks through some of their products and usage stats, but notes that its “bread and butter” Photos…

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Powell’s ‘Lame Duck’ Era & Fed Rate Cut Path for 2026 5:51

24m ago5:51

5:51

Bill Lee and Ben Ayers preview the FOMC announcement. Bill talks about Powell’s “lame duck” era and Ben calls division the “key word” for the Fed right now. Ben expects a cut, but not a complete consensus and thinks dissension will remain a theme in 2026; he also foresees more cuts as a “shadow Chair” puts pressure on the group. Bill looks at servi…

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SailPoint (SAIL) CEO on Cybersecurity Surge & Latest Earnings 7:55

3m ago7:55

7:55

Mark McClain, CEO of SailPoint (SAIL), talks about the company's latest earnings and recent successes. Cybersecurity's growing needs is a prime driver Mark points to accelerating business growth through identity security. When it comes to cybersecurity stock declines even on strong earnings, he believes investors and analysts are searching for "per…

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The Big 3: XOM, JPM, TLT 14:06

16m ago14:06

14:06

The market has "pent up volatility" ahead of the FOMC's interest rate decision, says TheoTrade's Don Kaufman. He warns investors to brace for big moves in the hours and days following the announcement. As for today's Big 3, Don is a bull when it comes to Exxon Mobil (XOM) but a bear on JPMorgan Chase (JPM) and the iShares 20+ Year Treasury Bond ETF…

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Small: Powell ‘Christmas Grinch’, NVDA ‘Grotesquely Misunderstood’, TSLA ‘Biggest AI Player’ 8:18

6h ago8:18

8:18

Jeffrey Small expects the Fed’s hawkish tone to continue and says “there’s nothing to guarantee” we get a rate cut despite high odds in the market. He says Powell could be the “Christmas Grinch” for the third time in a row, bringing up that Fed announcements in the last few years hit December rallies. “I don’t think a quarter point cut is going to …

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ADBE Earnings Preview: A.I. Monetization, ChatGPT Partnership & Options Trade 8:09

23m ago8:09

8:09

Keith Kirkpatrick believes Adobe (ADBE) is making the right moves to bolster its platform for A.I. He says the company just needs more ties between the evolving tech and profit generation. Keith points to a partnership with OpenAI's ChatGPT as a step in the right direction. Tom White offers an example options trade for the stock. ======== Schwab Ne…

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GEV Soars on Guidance Hike, Dividend Spike & Share Buyback Boost 6:53

1h ago6:53

6:53

GE Vernova (GEV) surged more than 10% after Wednesday's opening bell backed by a slew of positive headlines for investors. Marley Kayden explains what's driving all of the optimism, from hiked guidance and dividends, to a share buyback program with more muscle. Those additions, paired with ties to powering the A.I. trade, are reasons Marley points …

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Rate Talks "Counterproductive?" What Markets Should Watch in FOMC Decision 5:08

1h ago5:08

5:08

Kathy Jones with Charles Schwab talks about how the bond market is bracing for what many assume will be a hawkish interest rate cut Wednesday. She explains how "counterproductive" rate cut talks can lead to a later correction. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute new…

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Emons: Today Could be the Last Rate Cut 7:21

1h ago7:21

7:21

Ben Emons is looking forward to the dot plot after the FOMC announcement today. He thinks there could be one more cut in 2026 but says it is unclear from there. He notes the ECB is already finished with its rate-cutting cycle. Turning to jobs, he sees people coming back into the labor force, a “positive sign.” He also says there seems to be less st…

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KG: "Normal Fashion" Fed Set-Up, Silver Rips & Soybeans Slides 8:06

1h ago8:06

8:06

It's business per usual for markets on Fed day, says Kevin Green. He turns to technical analysis to explain how the set-up into Wednesday's interest rate decision mirrors those seen prior. In the commodity space, KG talks about how commentary from the White House hit soybean pricing after the growing season already ended. Silver continues to rip am…

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Opportunities in AI Power, Healthcare & Defense 6:04

1h ago6:04

6:04

Bob Shea likes AI power infrastructure plays and says it has worked well over the last 2.5 years. He highlights GE Vernova (GEV) as an example and calls power infrastructure the “bottleneck” for the entire AI field. He also looks at healthcare and defense, both of which he thinks could continue to rise. Bob covers how real estate could be impacted …

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PLTR U.S. Navy Contract, GME Earnings Sell-Off, PEP Gets New Bull 6:02

1h ago6:02

6:02

The Fed's interest rate decision Wednesday afternoon will be crucial for the macro front, though Diane King Hall turns her attention to micro movers. She notes PepsiCo's (PEP) bullish hopes to boost sales and cut costs, leading JPMorgan to turn bullish on the stock. Palantir (PLTR) shares gained at the opening bell after securing a new contract wit…

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Brian Glenn’s Picks: META, BA, GEV 8:24

1h ago8:24

8:24

Brian Glenn previews the FOMC decision and what he’s watching, including dissension around the cut. He covers how mortgage rates could move after a 25 basis point cut. Turning to the dual mandate, he talks about the intersection of inflation and growth, and pitches “growing our way out” as a potential answer to U.S. debt. He also argues that AI isn…

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"Jittery" Markets Pricing In Hawkish Rate Cut, VIX Uptick Into Announcement 4:56

1h ago4:56

4:56

Markets are pricing in a hawkish interest rate cut from the Fed, says Kevin Hincks. He notes a two point climb in the VIX since the week began as the leading metric signaling that move. However, if the FOMC leans dovish, Kevin believes markets will make a 180 degree turn and rally on the session. Kevin adds that a move on interest rates will boost …

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Options Corner: ORCL's Roundtrip Since Last Earnings 5:44

2h ago5:44

5:44

Overspending concerns surround the A.I. narrative plagued the trade in recent weeks, and Oracle (ORCL) was seen as a posterchild for that risk. The stock sold off 35% since hitting all-time highs after last quarter's earnings. Ahead of Wednesday's postmarket report, Rick Ducat highlights key levels for investors to watch while Tom White turns to th…

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2026 Year for Small & Mid-Caps? Bull Case for Outperformance Against SPX 8:37

2h ago8:37

8:37

"This is not a drill," says Erin Gibbs when talking about 2026 being "the year" for small and mid-cap stocks. She explains what makes the coming year different from past bullish expectations which experienced head fakes. Erin's top picks include Krystal Biotech (KRYS), Exelixis (EXEL), and Neurocrine (NBIX). ======== Schwab Network ======== Empower…

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Booth: Don't be Surprised to See FOMC Dissents, Inflation Weighs on Decision 5:31

3h ago5:31

5:31

Danielle DiMartino Booth (@DanielleDiMartinoBoothQI) takes investors through her Fed experience and expectations ahead of Wednesday's interest rate decision. She says she won't be surprised to see dissents on both sides of the committee as uncertainty for 2026's cutting path builds. Danielle later dives into inflation's lingering presence on the co…

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Chart of the Day: JPM Sells on Increased Expenses 4:08

3h ago4:08

4:08

JPMorgan Chase (JPM) saw a steep sell-off after the banking giant said it expects expenses to rise to $105 billion in 2026. Rachel Dashiell takes investors through her key levels, including $290, which she says is a pivotal mark for JPMorgan Chase to hold. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subs…

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VIX Crush Hinges on FOMC, GEV Surges with Guidance, PLTR Pushes Higher 8:07

3h ago8:07

8:07

Today will be all about the Fed commentary, says Kevin Green. With a 25bps interest rate cut priced into markets, he believes the FOMC's path forward will be the true focus of Wednesday's decision. He highlights how the dot plot and 2026 probabilities can help level off volatility. KG also turns to GE Vernova (GEV) issuing 2026 guidance and boosted…

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Tuesday's Final Takeaways: Jobs Uptick Ahead of Fed Decision & ORCL Earnings 3:56

19h ago3:56

3:56

JOTLS and ADP weekly employment showed a little reprieve for what many consider a jobs market under pressure. It's expected to be a critical focus in Wednesday's interest rate decision from the FOMC. Marley Kayden and Sam vadas run through the numbers while previewing the meeting and a key A.I. earnings report in Oracle (ORCL). ======== Schwab Netw…

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Market Shift: New Leaders Emerge as META, MSFT, NVDA, AMZN Struggle 7:14

9m ago7:14

7:14

Mario Lagana discusses the current market consolidation of the S&P and NASDAQ. Mario points out the struggle of former leadership stocks like Meta Platforms (META), Microsoft (MSFT), NVIDIA (NVDA), and Amazon (AMZN) to surpass 50-day moving averages, indicating a shift in market leadership. He then presents new stock picks, including Lattice Semico…

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Overlooked Stock: GLXY Grabs New Bull & $60 Price Target 5:57

22h ago5:57

5:57

Galaxy Digital (GLXY) nabbed Citizens as a new bull. The firm initiated coverage on the digital finance company with a market outperform rating and $60 price target as it shifts to A.I. infrastructure. George Tsilis notes it's the latest company to make the move from cryptocurrency mining to A.I. He also explains the bifurcation among analysts when…

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Options Corner: AAPL Price Target Boost 6:11

31m ago6:11

6:11

Citi raised its price target on Apple (AAPL) to $330 from $315 over bullish expectations for iPhone 17 sales. Rick Ducat notes the company's changing leadership and lagging stance in the A.I. race as two key topics for investors to consider moving forward. As for the chart, Rick points up an upwards wedge breaking to the downside as a bearish indic…

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Mesoblast (MESO) CEO on Stem Cell Therapies & Medical Pipeline 8:10

32m ago8:10

8:10

Silviu Itescu, CEO of Mesoblast (MESO), discusses their stem cell work and their FDA-approved products. Their latest work is to treat acute graft vs host disease in children, and he says they’ve seen “terrific launch results.” He talks about gaining Medicaid coverage and adoption by private insurance plans. Silviu covers their future drug pipeline …

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What a Steeping Yield Curve Means for Bond Markets 7:45

26m ago7:45

7:45

Janet Rilling expects the yield curve to continue to steepen into 2026 as the Fed holds down the front end and the market “controls the rest.” She reviews the bond market’s moves this year and how fixed income had “quite a good year.” However, she urges caution around some corporate credit segments and breaks down some of the AI capex. She’s findin…

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December FOMC Decision to Outline Rate Cutting Path for 2026 8:29

19h ago8:29

8:29

Investors will have their attention all on Fed Chair Jerome Powell and the FOMC in a highly-anticipated interest rate decision. Ian Wyatt believes a hawkish tone will lead to a pause in January. He expects that pause to come more from inflation woes tapping into the Fed's dual mandate even as cracks widen in the jobs market. John Blank says he's "n…

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Technical Tuesday: SPX, CDE, DHI 5:55

30m ago5:55

5:55

Kevin Horner’s Technical Tuesday breaks down the charts of the S&P 500 (SPX), Coeur Mining (CDE), and D.R. Horton (DHI). On the SPX, he points to the confluence of the 20-day and 50-day moving averages, which can provide support. Coeur Mining has seen a “pretty healthy pullback” and is testing support at the 20-day moving average. He thinks this co…

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TEN (TEN) CEO on Why Lower Oil Prices are Good for Energy Shippers 12:07

32m ago12:07

12:07

Nikolas Tsakos, CEO of TEN Ltd. (TEN), says “we have been going from crisis to crisis since the ‘20s,” citing the pandemic, the Russian invasion of Ukraine, and more. TEN transports natural gas and oil products by sea and is the longest publicly traded company in Greece. However, he sees strong growth ahead, with fleet expansion underway. The “swee…

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Bob Lang on Market Money Flows & Stock Picks: APO, BX, CG 7:19

34m ago7:19

7:19

Bob Lang focuses on money flows, with inflows into healthcare, “select areas” of technology, and retail. He highlights Victoria’s Secret (VSCO) and Abercrombie & Fitch (ANF) as standouts in the latter sector. He thinks the Fed needs to pause after a cut tomorrow. If interest rates start coming down again, he says investors should pay attention to s…

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Psychology of Spotify Wrapped: Why It's a Marketing Success 6:55

36m ago6:55

6:55

More than 200 million Spotify (SPOT) users interacted with Spotify Wrapped within its first 24 hours, says MichaelAaron Flicker. He explains that there's a lot that goes into the campaign that has users coming back to it every year. In his breakdown, MichaelAaron explains how Spotify navigated marketing "flops" that paved the way to what became a s…

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Ca$htag$: Chewy (CHWY) Retention Strong, Autoship Interest Rising 7:13

38m ago7:13

7:13

Likefolio’s Andy Swan sees strength and “growing levels of retention” for Chewy (CHWY), with cancellation searches flat and autoship searches up 8% in their data. While the market is becoming more crowded, with players like Instacart (CART) and DoorDash (DASH) offering pet product deliveries, Andy thinks Chewy is doing a great job with the customer…

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Toll Brothers (TOL) Earnings Breakdown: Will 2026 Turn Around? 4:52

13m ago4:52

4:52

Alex Barron and Rogers Healy react to Toll Brothers (TOL) earnings. Rogers is “unsurprised” by the results, saying “they’re playing the margin game and getting squeezed.” He notes that their average price point is almost a million dollars, and that top-end real estate tends to get hit first when the sector sours. Alex thinks December demand is turn…

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WBD Bidding War "Story Built for Hollywood" as NFLX, PSKY & YouTube Fight for Views 7:43

1d ago7:43

7:43

When it comes to Netflix (NFLX) and Paramount Skydance's (PSKY) vocal battle for Warner Bros. Discovery (WBD), Investopedia's Caleb Silver says there's a lot to consider under the surface. He explains why this is a "story built for Hollywood" as undercurrents from the Trump administration add to the bidding discussion. Caleb also notes YouTube's ro…

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The Big 3: CME, IBM, WMT 13:10

30m ago13:10

13:10

Jessica Inskip's Big 3 focuses on stocks she sees disappearing from investors' radars that will continue strong upside moves. She talks about CME Group's (CME) long-term play, IBM Corp.'s (IBM) acquisition of Confluent (CFLT) strengthening its enterprise A.I. positioning, and Walmart's (WMT) move to the Nasdaq defining its A.I. value. Rick Ducat ta…

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Saccaro: Consumer Strength Will Determine Recession Odds 7:23

34m ago7:23

7:23

Anthony Saccaro thinks a rate cut tomorrow is “well justified” as both sides of their mandate appear to be softening. Looking ahead, he thinks the Fed will remain dovish, possibly previewing several rate cuts in 2026. The consumer is “most likely” to derail the economy from here, he argues, noting debt and delinquencies are up while savings rates a…

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ORCL "Story of Two Truths:" Weighing Cloud & Customers to Growing Debt 7:46

1d ago7:46

7:46

Steven Dickens maintains his long-term bullish view on Oracle (ORCL). While he notes the company's ballooning debt, he sees Oracle's business growth staying intact through core OSI and cloud backlog. Customers from Alphabet (GOOGL), Amazon (AMZN), and OpenAI add to Steven's belief that Oracle has plenty of room to grow. Tom White offers an example …

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Will Selling Nvidia’s (NVDA) H200 Chips to China Actually Boost the Bottom Line? 6:49

6m ago6:49

6:49

Marley Kayden covers the latest on Nvidia’s (NVDA) clearance to ship H200 chips to China. The permissions don’t cover the advanced Blackwell chips and other products. She also comments that it is unclear how much this will boost Nvidia’s revenue. Tim Biggam shows an example put spread trade on Nvidia. ======== Schwab Network ======== Empowering eve…

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Bracing for Hawkish Fed & SPX Needs Muscle for Santa Claus Rally 6:42

11m ago6:42

6:42

Nathan Peterson with Charles Schwab says he's surprised the chances of the FOMC cutting interest rates Wednesday are high. He warns investors to brace for a hawkish cut if it happens. Nate notes a slew of economic data still to come, paired with notable dissents among Fed governors as headwinds. As for the SPX, he talks about the index consolidatio…

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‘AI Will be a Dominant Force’ Like the Internet, But is Tech Over its Skis? 7:08

1d ago7:08

7:08

“The big surprise” tomorrow would be if Powell changes the course for next year, Ben Fulton says. He discusses his rate expectations for 2026, the pressure from the White House, and dissension within the Fed. He thinks sector rotation will continue, anticipating healthcare will do well into the midterm elections, while others may languish. “I’m a b…

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KG: JOLTS Improve, Watch FOMC Dot Plot & HD Shows "What You Want to See" 8:17

1d ago8:17

8:17

There's plenty on Tuesday's radar to watch as the Fed starts its interest rate meeting ahead of Wednesday's decision. Kevin Green turns to the better-than-expected JOLTS print giving markets a bump soon after the opening bell. As far as the FOMC goes, KG urges investors to watch the dot plot to see if an interest rate outlook divide widens. On micr…