Best Case Rotation Podcasts (2025)

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Friday's Final Takeaways: Bitcoin Below $100K, WBD Bidding War & Fed Speak 4:32

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44m ago4:32

4:32

Tech took a beating this week but a lot of stocks rebounded into Friday to close the trading week. One asset that did not recover: Bitcoin, as the cryptocurrency remained below $100,000. Marley Kayden and Sam Vadas talk about the price action and other unsung headlines surrounding the trading day, from Fed speaker commentary to the bidding war for …

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Gold Soars, Silver Eyes Triple Digits by 2028 8:43

1h ago8:43

8:43

David McAlvany provides an in-depth look at the metals market, discussing gold and silver price predictions. He notes that gold is up over 55% and silver is up 73% year-to-date. He attributes gold's ascent to central bank buying. He also projects silver will reach $65 by Q1 2026 and could flirt with triple digits in the next 2 to 3 years. ======== …

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Overlooked Stock: MODG Rallies After Teeing Up Company Sale 6:07

17m ago6:07

6:07

Topgolf Callaway Brands (MODG) could be sold to Leonard Green, according to reports. News of the tentative acquisition sent shares rallying on Friday's session. George Tsilis considers the headline one that was needed for sentiment surrounding Topgolf. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscrib…

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DASH Accelerates After Post-Earnings Sell-Off 5:02

20m ago5:02

5:02

DoorDash (DASH) rallied on Friday but saw a staggering sell-off just a week prior following its earnings report. Rick Ducat shows a possible floor forming after the stock hit the brakes post-earnings. On the options front, he notes traders' wider view of the stock when pairing options activity to technicals. ======== Schwab Network ======== Empower…

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Extreme Networks (EXTR) CEO on Wi-Fi AI Integration & Serving the NFL 8:46

21m ago8:46

8:46

Ed Meyercord, CEO of Extreme Networks (EXTR), explains how the company is taking advantage of the AI revolution and walks through their latest earnings. Extreme Networks provides internet in large areas like stadiums, malls, and even the NYSE. He discusses the competitive nature of the field and how a relatively small company is finding its way vs …

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Conflicting Economic Signals Splitting the Fed, but Jobs Data Could Tip Scales 9:47

21m ago9:47

9:47

Eric Lascelles thinks the U.S. economy is in “slight decline,” which leaves rate cuts on the table for the Fed in December. He’s looking forward to September payrolls data at the end of next week. He discusses the scattered Dot Plot and disagreements within the Fed on the rate path as conflicting signals bounce around. He also talks about the poten…

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A.I. Data Centers "Global Infrastructure Wave" Reinforce Tech Trade 9:25

21m ago9:25

9:25

Lisa Martin sees data centers powering a "global infrastructure wave" for the coming years. While she notes short-term headwinds, Lisa sees the A.I. trade "maturing" that will level trade volatility and create a strong foundation for tech growth. Mark Gibbens believes the largest bottleneck to the buildout will be power but sees an A.I. "super cycl…

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How AI Can Change the Holiday Shopping Season 6:13

38m ago6:13

6:13

Ann Marie Jonkman explains consumer expectations for the holiday shopping season. She says speedy, timely delivery is critically important, and consumers are shifting to shopping earlier to make sure everything arrives on time. Other concerns include sustainability and avoiding shipping fees. She says AI can help increase customer satisfaction by b…

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MSTR Slides 60% from Record High, Opens Path for "Value Play" 8:22

42m ago8:22

8:22

Bitcoin has taken a beaten with its price action in recent weeks, though the cryptocurrency remains 50% above levels prior to the 2024 presidential election. Bitcoin-holder Strategy (MSTR) is now below its pre-election levels and 60% off its all-time high. LikeFolio's Andy Swan says the company faces much more competition, which adds pricing pressu…

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Applied Materials (AMAT) Stock Fell After Earnings, But Are There Bullish Signals? 6:58

1h ago6:58

6:58

Stephen Sopko and William Kerwin break down Applied Materials (AMAT) earnings. Stephen thinks the company has done a great job pivoting from China to other Asian markets, but questions if they can continue their growth outside of export-restricted companies. William raised his fair value estimate to $225, citing their guidance into the first half o…

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What We Can Learn About September and October Jobs Data 7:26

1h ago7:26

7:26

Shelly Antoniewicz spotlights the economy and consumer, saying the government could probably easily release the September jobs data, but October might be trickier. “The employment picture data is going to be critically important to the Fed’s decision” around rates in December, she stresses. Shelly gives her forecast for 2025 GDP and comments on the…

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Fed Rate Cut Odds Drop: What are They Watching? 8:05

1h ago8:05

8:05

“Volatility has been the name of the game all year,” says Ted Thatcher. He looks at the macro picture through the lens of the consumer and what upcoming economic data reports could show about unemployment, holiday shopping, and more. He thinks the Fed is paying attention to the job market and the conditions there will decide if they cut rates or no…

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The Big 3: TSLA, NVDA, PLTR 12:50

1h ago12:50

12:50

Tim Bohen doubles down on his A.I. thesis and discredits Michael Burry's shorts against Nvidia (NVDA) and Palantir (PLTR). He explains why both stocks are still poised to be big winners in the A.I. race while making the case that investors should buy dips on Tesla (TSLA). Rick Ducat takes investors through the key levels to watch in each Big Tech s…

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BABA's Cloud, XPEV Going "Full Tesla" & State of China's Tech Trade 8:22

5m ago8:22

8:22

Brendan Ahern takes investors through China's tech trade. He believes Chinese stocks can see upside amid signals of the country's economy stabilizing. He sees policy changes helping Alibaba's (BABA) ecommerce business, though Brendan points to the company's cloud prospects as what investors will watch closely. He notes XPeng Inc. (XPEV) as a busine…

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NVDA Gets More Bullish Momentum Before Earnings 6:29

8m ago6:29

6:29

Despite the big tech sell-off, Morgan Stanley, Oppenheimer, and Wells Fargo all gave praise to Nvidia (NVDA) through a slew of price target hikes on bullish growth expectations. Marley Kayden takes investors through what analysts are thinking as markets brace for what will likely be next week's biggest catalyst. Dan Deming offers an example options…

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From Near-Certainty to "No Consensus:" FOMC's December Rate Cut Potential 5:42

30m ago5:42

5:42

Today's Charles Schwab Big Picture turns to the potential for the Fed to cut interest rates in December. Collin Martin attributes the significant probability cut to the government shutdown and the lack of data the FOMC got in October and start of November. He later discusses the credit risk to Big Tech firms taking on billions of dollars in debt to…

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Shvets: This Earnings Season ‘Best in Decades’; Years from AI Bubble Pop 6:22

31m ago6:22

6:22

Viktor Shvets says this earnings season is the “best in decades” in terms of growth. However, he thinks the market is becoming “a little bit nervous,” particularly around AI bubble worries. He argues that massive tech changes require bubbles, and thinks we’re a few years away from a potential pop. He discusses the disparity between consumer-focused…

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Breadth Breaks in Mag 7 Rotation, Trade Optimism & Gold Loses Luster 8:27

1h ago8:27

8:27

Kevin Green has his eye on a rotation back in the Mag 7. Market breadth weakened but some mega caps like Nvidia (NVDA) and Microsoft (MSFT) briefly tapped positive territory in the first hour of Friday's down day. KG also notes optimism in global trade with the U.S. dialing back on the biggest tariff restrictions on items not made domestically like…

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What is the Best-Case Scenario for 2026 Markets? 6:19

1h ago6:19

6:19

Mike Mussio covers the macro picture and thinks it’s “risk-off” right now. He says this shouldn’t be alarming to long-term investors but might be to speculative investors. Mike lays out the best case scenario for 2026, emphasizing market breadth and the longevity of the AI trade. He thinks investors should be trimming their gains before the end of …

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NVDA Price Target Hikes, STUB Shows No Guidance, MRK Buying CDTX 5:05

1h ago5:05

5:05

Nvidia (NVDA) got bullish momentum from Wells Fargo and Morgan Stanley ahead of next week's earnings. Diane King Hall talks about what analysts expect from Nvidia's long-term prospects. StubHub (STUB) sunk more than 27% following its worse-than-expected earnings and lack of guidance. Diane later eyes mergers and acquisitions as Merck (MRK) seeks to…

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Fed Speaker Sell-Off, Tech Weakness & WMT CEO Stepping Down 5:58

3m ago5:58

5:58

There's a lot to keep on the docket to close out this trading week. Kevin Hincks opens discussions from the Cboe Global Markets by attributing part of the sell-off to Fed speaker commentary and uncertainty surrounding interest rates. The selling action continued Friday morning, especially in tech stocks. Kevin talks about how markets can counter pe…

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Options Corner: AAPL Upward Channel 4:51

1h ago4:51

4:51

Rick Ducat looks at the upward sloping channel taking place in Apple (AAPL) shares. He compares the iPhone maker to its Mag 7 peers and shows the relative outperformance versus the S&P 500 (SPX). Rick underlines the rising momentum in its RSI study and shows near-term support around the $265 level. Tom White swings by to provide an example options …

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Kettle: Emerging Market Yields 'Attractive' 7:54

1h ago7:54

7:54

Anthony Kettle joins Morning Movers to discuss emerging markets performance. He says EM yields are still reasonable compared to history and it is a "long duration asset class" with the Fed in a cutting cycle. Anthony says he looks from the bottom-up on the sovereigns versus corporates, citing the Russia-Ukraine war and China's real-estate concerns …

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Inside GOOGL's A.I. Strategy 7:37

26m ago7:37

7:37

Steven Dickens says Alphabet (GOOGL) wants to "own the stack, top to bottom" when it comes to the A.I. space. He says its publicly available products like YouTube and Gmail will act as a "deep base" for its vertical A.I. strategy. Steven discusses the omnichannel A.I. updates in Chrome browser, Pixel phones and its Gemini rollout. He says its a fas…

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Chart of the Day: CRWD Bearish Engulfing Pattern 3:33

37m ago3:33

3:33

CrowdStrike (CRWD) is Friday's Chart of the Day on Morning Movers. Rachel Dashiell dissects the "rangey" $50-dollar-wide activity near its $515 support level as an area to watch. She does caution that its momentum study on CRWD's shorter-term chart is pointed down, which could indicate some further weakness ahead. Zooming out to its 1-year chart, R…

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Market Weakness Continues, Bitcoin Falls, SPX Levels to Watch 10:33

37m ago10:33

10:33

Kevin Green and Diane King Hall examine the overnight equity weakness continuing Thursday's sell-off. From stocks to gold to the U.S. dollar, KG provides a broader glimpse at the potential catalysts for this recent selling. On A.I. tech stocks, KG cites Michael Burry's recent position on the refresh cycles for Nvidia (NVDA) technology as a possible…

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AI in ‘First Third’ of Bubble Creation, Market Due for ‘5% Pullback’ 8:02

1h ago8:02

8:02

Jim Iuorio says he expected a rally when the government reopened and “doesn’t love” that it didn’t happen. He believes AI is in a bubble, citing “maniacal fervor,” but thinks we’re in “the first third” of its creation. He advises investors to stay nimble and use puts to protect their portfolios. He thinks the market will see a 5% pullback soon but …

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Thursday's Final Takeaways: Foreclosures Climb & China's A.I. Moves 4:56

19h ago4:56

4:56

While the continuing tech sell-off drew a lot of oxygen from Wall Street on Thursday's session, Marley Kayden and Sam Vadas turn to headlines under many investors' radars through the major climb in U.S. housing foreclosures and Alibaba (BABA) overhauling its A.I. app. ======== Schwab Network ======== Empowering every investor and trader, every mark…

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Crypto Corner: COIN Relocating to Texas, Crypto Market Structure Bill in Senate 6:56

20m ago6:56

6:56

Jenny Horne and Adam Lynch have a lot to discuss in this week's Crypto Corner. First, they examine a flurry of headlines for Coinbase (COIN) as the company announced plans to relocate from Delaware to Texas. Coinbase also revealed a new token platform and pulled back plans for a $2B acquisition of U.K. based stablecoin startup BVNK. And, as the U.S…

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Fed's Rate Dilemma, AI's Tech Impact, and the Case for AEM, MA, V 6:33

5m ago6:33

6:33

David Miller discusses the current market sell-off, labeling it a meaningful risk-off day, yet maintaining a healthy broader view for equities. He delves into the Federal Reserve's interest rate dilemma and questions the true impact of A.I. on tech stocks and advocating for gold miners like Agnico Eagle Mines (AEM) due to central bank de-dollarizat…

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Overlooked Stock: SEE Seals Win on Take-Private Talks 5:30

11m ago5:30

5:30

Sealed Air (SEE), the company behind bubble wrap packaging, soared to a two-year high on reports that it seeks to go private. George Tsilis talks more on the details behind the deal and how it would alleviate financial woes hitting Sealed Air. He notes that investors may also have caught onto a "valuation element" as well, though it all depends on …

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NKE Jumps on Wells Fargo Upgrade, Technicals & Options Back Bull Run 4:05

7m ago4:05

4:05

Nike (NKE) is stepping up for a rebound. Alex Coffey highlights key chart technicals that include bullish momentum indicators like RSI showing potential for another price jump. When it comes to the options front, Alex notes more call buying activity adding to the bull run. ======== Schwab Network ======== Empowering every investor and trader, every…

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Greif (GEF) CEO on Growth in the Packaging Industry, Tariff Headwinds, Customer Loyalty 8:14

8m ago8:14

8:14

Ole Rosgaard, CEO of Greif (GEF), discusses their recent earnings and the company’s business. Greif is a global industrial packaging company, and Ole sees strong growth ahead. “We’ve been in an industrial recession for about three years now,” he says, and describes how the company has been navigating headwinds and tariffs. He also talks about addin…

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‘We Are Pushing Levels That are Historically Unusual’: Takeaways from 3Q Earnings 6:21

13m ago6:21

6:21

Kevin Davitt notes levels of support to watch in the major indexes as markets head lower today. His key takeaway from 3Q earnings is that tech growth has been around 23%, translating to “basically no growth” in multiple expansion. “We are pushing levels that are historically unusual,” he adds. Nvidia (NVDA) earnings next week will be an interesting…

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Johnston: Lack of Economic Data Could Help Fed Cut Rates 6:37

29m ago6:37

6:37

Jake Johnston examines the economic pain inflicted by the government shutdown, and how the market is defending support levels. “It could be a ‘bad news is good news’ situation,” he says of the Fed as it moves into the December meeting, positing that the lack of data could give them more cover to cut rates. He also thinks earnings can drive the mark…

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DRES ETF Takes Advantage of U.S. Reshoring 8:25

30m ago8:25

8:25

What impact is reshoring manufacturing making on the U.S., and which companies are set to benefit? Sam Klar emphasizes that the process will take a long time, and thinks that’s actually a potential benefit to traders as it affects valuations. He explains the logic and top holdings of the DRES ETF, which his firm created to address this niche. =====…

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Chinese Realtor "Mixed Bag:" BABA, JD Show Uneven A.I. & Ecommerce Footing 7:33

1d ago7:33

7:33

As U.S. shares of JD.com (JD) near a 52-week low, Henry Greene points to the company's margins, which he says are "really under pressure." He makes the case that Alibaba (BABA) is a much stronger pick. Olivier Blanchard agrees and says "let Alibaba cook." He points to Tencent (TCHEY) as another "really interesting company to watch." ======== Schwab…

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How AI Will ‘Transform the Retail Industry’ 7:17

1h ago7:17

7:17

AI agents are impacting commerce, and Katherine Black thinks they will “transform the retail industry.” She argues that consumers are “researching” on agentic platforms for deals and product quality, which she thinks will eventually move to “transacting on site.” Consumers seem interested in using the technology, particularly “price sensitive” grou…

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ONDS Soars on Earnings, Continues 700% Y/Y Rally 4:37

9h ago4:37

4:37

Ondas Holdings (ONDS) rallied as much as 30% before pulling back on a day where tech took a beating across markets. George Tsilis turns to the drome maker's earnings as the company inches toward a breakeven EPS. As the company integrates into the hardware and software space, George talks about the company's path ahead if it were to continue its rob…

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META "Undervalued?" Addressing Social Media Growth & A.I. Spend 10:34

1h ago10:34

10:34

LikeFolio's Landon Swan shows a divided social media picture in Meta Platforms (META). Where Instagram has grown in momentum, Facebook lagged. Landon explains where the divergence comes from and how A.I. played a key role in Instagram's growth. As for concerns around Meta's A.I. spending, he believes the company is making the right steps to stay ah…

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Einride CEO on Taking His EV Company Public, Aiming for $800M ARR 7:30

1h ago7:30

7:30

Roozbeh Charli, CEO of Einride, discusses the EV company’s path to going public. They operate in seven countries and have “more than 25 blue chip companies” as clients. He also emphasizes $800M in potential ARR on their growth path. He explains that Einride is taking the SPAC route rather than a usual IPO because it was “quick and efficient.” =====…

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DIS War with YouTube Lasting Headwind, Streaming Holds Long-Term Momentum 6:52

4h ago6:52

6:52

Walt Disney (DIS) sold-off on earnings and general market weakness. James Czerniawski believes the company's battle with Alphabet's (GOOGL) YouTube platform presents short-term headwinds. However, he sees long-term growth in its Disney+ streaming platform persisting. Matt Dolgin agrees on the company's streaming prospects and takes a closer look in…

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OptionsPlay Trades NVDA & FDX Amid Valuation Rebalance 8:17

1h ago8:17

8:17

Tony Zhang with OptionsPlay believes Nvidia (NVDA) is trading at its best forward P/E since Liberation Day. He offers an example options trade and makes the case for long-term investors to buy into the stock as it lingers in correction territory. Tony turns to a much different industry through his trade in FedEx (FDX), but he makes a similar case t…

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The Big 3: TMO, DHR, VLO 13:04

1h ago13:04

13:04

As A.I. stocks take a beating on Wednesday's trading session, Dan Deming offers his thoughts and example options trades in healthcare and energy stocks. He explains his bullish theses behind Thermo Fisher Scientific (TMO), Danaher (DHR), and Valero Energy (VLO). Rick Ducat offers technical analysis through the charts in today's Big 3. ======== Schw…

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Suh: DIS Streaming Momentum Strong, Live TV & IPs Offer Wide Growth Runway 7:50

1h ago7:50

7:50

Walt Disney (DIS) sold off to six-month lows following its earnings, but Kenneth Suh sees strong momentum when it comes to its streaming platform. He sees Disney emphasizing live TV as the main catalyst, though he points to the company's treasure chest of IPs adding to avenues of profitability. Tom White turns to an example options trade for Disney…

1
KG on Jobs & Inflation Data, Market Breadth & Silver's Volatility 8:24

2h ago8:24

8:24

The government shutdown ending was already priced into markets, says Kevin Green. He urges investors to pay attention to any and all official economic data set to hit the wire. All inflation and jobs prints trickling into markets can create volatility and pull the Fed off its interest rate cutting track. As for equities, Kevin says the market broad…

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Mag 7 Cost of Market Breadth & What Retail Consumers Hope to See Ahead 5:53

2h ago5:53

5:53

The retail consumer is struggling with a forming K-shaped economy, says Charles Schwab's Joe Mazzola. He believes the markets want to see more economic data to clear the "murky" air around the economy. However, Joe sees market breadth expanding as a signal of strength for the stock market's outlook. It comes with a doubled-edged sword: the Mag 7's …

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Emons: December Rate Cut Hinges on Next Jobs Report 6:00

2h ago6:00

6:00

Ben Emons discusses what will happen to the economic data not released during the government shutdown, saying it’s possible for them to go back and create the reports, but we might just want to move on. He notes the odds for a December cut have fallen sharply; he thinks the deciding factor will be the upcoming labor report. ======== Schwab Network …

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"Two-Sided Argument" Intensifies in FOMC as U.S. Government Reopens 5:24

2h ago5:24

5:24

The U.S. government has reopened after the longest shutdown in American history. Futures still slid ahead of the opening bell. Kevin Hincks says some of the weakness may come from the lack of economic data markets will receive, signaled by the White House stating no October CPI is coming. It also complicates the Fed's interest rate picture due to t…

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John Petrides on Finding Value Plays Before Market Pullbacks 7:13

2h ago7:13

7:13

John Petrides is looking for value plays and is interested in healthcare and industrials, as well as international markets. “The stock market is going to sell off at some point in time,” he warns, “The question is when, why, and…for how long?” On the economy, he thinks the Fed will be under pressure ahead of midterm elections to bring rates down. J…