Best Energizing Bitcoin Podcasts (2026)

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Is AI Pricing Bitcoin Mining Out of North America? 1:01:01

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7d ago1:01:01

1:01:01

Is Bitcoin mining getting squeezed out of North America or is it about to evolve into its next, off-grid chapter? In this episode, Jake Corley (@jacobcorley) and Justin Ballard (@JLB_Oso) sit down with Matt Williams (Luxor) to unpack what’s changing in the mining and power markets and why Luxor just launched an energy business inside ERCOT to becom…

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What Venezuela Changes in Energy Picture & Crude Oil's "Slippery Slope" 7:02

5h ago7:02

7:02

Carley Garner believes the market "got it right this time" by pricing crude oil futures higher following the U.S. capture of Venezuelan president Nicolás Maduro. That said, she tells investors don't be surprised to see a "vacuum" in price action if crude stays below $65. Matt Maley tilts bullish when it comes to companies tied to the oil trade. He …

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2026's "Fire Horse" Market: Robotics, Biotech, Crypto & "Megatrend" Themes 6:37

7h ago6:37

6:37

Michele Schneider with MarketGuage explains the themes she's watching in what she calls a "fire horse" market this year. She likes robotics, biotech and crypto heading into 2026 and has an eye on small caps. However, Michele urges investors watch for persistent inflation and price impact on everyday goods as a test against American consumers. =====…

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Monday's Final Takeaways: Bitcoin Rallies While Oil, Memory Stocks Stay Volatile 4:57

8h ago4:57

4:57

The first full trading week of 2026 started with more volatility than investors expected after the U.S. took Venezuela's president into custody over the weekend. Oil was the biggest mover of Monday's session, though Marley Kayden and Sam Vadas also turn to other key trades of the day, from Bitcoin to AI memory chip stocks like Micron (MU) and Weste…

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Crypto in 2026: ETF Inflows, Stablecoin Expansion, and Quantum Security 6:39

8h ago6:39

6:39

Staci Warden, CEO of Algorand Foundation, projects significant growth for crypto in 2026, anticipating ETF inflows and stablecoin expansion to mirror or exceed 2025's figures. She emphasizes crypto's evolving role as financial infrastructure, increasingly tied to traditional finance and macroeconomic factors like interest rates and liquidity. Warde…

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Venezuela's Oil Market Shift 8:30

9h ago8:30

8:30

Mizuho's Nitin Kumar sheds light on Venezuela's evolving role in the global oil market. He details the potential for increased output, particularly in the near term for refiners like Valero Energy (VLO) and PBF Energy (PBF), and the strategic importance of Chevron (CVX). Nitin also weighs the long-term implications for U.S. shale producers and the …

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CRWV Reverses Prior Gains After Upgrade, Comparing Stock to NBIS & APLD 5:19

9h ago5:19

5:19

CoreWeave (CRWV) started off Monday's session stronger after DA Davidson moved from the bear camp to a neutral one. However, shares lost steam and reversed down during the day. Rick Ducat notes the stock still outperformed the SPX significantly in 2025, but fell short of outperformance in peers like Nebius (NBIS) and Applied Digital (APLD). He turn…

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2026 Big Picture Themes: Electricity, Financials & More 7:21

9h ago7:21

7:21

Scott Ladner lays out his big picture themes for 2026, arguing for small and mid cap financials will rise on the back of deregulation. He also likes electricity and utilities that support AI infrastructure. He believes AI will create jobs but says speed and timing could create “confusion” within the job market. He argues that the U.S.’s moves aroun…

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Zandi: ‘No Significant Room for Error’ for Fed, Three Rate Cuts in 1H26? 11:07

9h ago11:07

11:07

Mark Zandi thinks we could see three rate cuts in the first half of 2026, citing pressure on the Fed from the job market. Who the new Fed Chair is will “matter a lot,” he adds, and Powell could potentially be a wild card if he stays on as a Fed governor after his term as chair expires. He says investors should watch the bond market for signals arou…

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Kodiak AI (KDK) CEO on Bosch Partnership & Autonomous "Inflection Point" 6:38

10h ago6:38

6:38

Don Burnette, CEO of Kodiak AI (KDK), returns to the Watch List to discuss the company's partnership with Bosch to scale its driverless truck fleet. While physical AI will take time to develop, Don expects this partnership to accelerate the process for autonomous driving. He explains how Kodiak trained its AI on 3 million miles of road to increase …

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December 2025 STAX: TSLA & PLTR Selling Up, GOOGL & NFLX Gain Interest 9:15

10h ago9:15

9:15

The latest Charles Schwab STAX report took a downturn for the first time since May. Joe Mazzola expects portfolio rebalancing and end-of-year selling contributing to the down month. However, while companies like Tesla (TSLA) and Palantir (PLTR) saw stronger outflows, Alphabet (GOOGL) and Netflix (NFLX) saw more inflows. Joe later tackles why Gen X …

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Goosay: Fed Could Cut 4 Times in 2026, Bull Case for Fixed Income 7:19

10h ago7:19

7:19

“The Fed will need to become more aggressive” to counter a deteriorating labor picture, argues Michael Goosay. He has two rate cuts priced in now and calls that the “minimum” for this year. He thinks those two could even come in the first half of the year. Michael also discusses how a new Fed Chair may change its overall policy. He explains his bul…

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2026 Airlines Outlook: Add-On Perks & Premium Travel Preventing Fare Increases? 9:29

10h ago9:29

9:29

Whether airline fares will go up in 2026 depends on how successful their “extra perks” are in gaining revenue, says David Clement. He sees risk to the premium traveler, which has been supporting the sector, if there is an economic downturn. Price-conscious consumers could also feel left behind. David discusses the shortage of air traffic controller…

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AMD's "Catch Up" to NVDA: Full Stack AI Offers "Second Place" Value 11:06

10h ago11:06

11:06

There's nothing wrong with second place, says LikeFolio's Landon Swan. His firm's data shows year-over-year web visits for AMD Inc. (AMD) coming toe-to-toe with Nvidia (NVDA). While Nvidia's dominance is set to continue in the new year, Landon likes AMD's potential to catch up as the company moves to full stack AI integration. ======== Schwab Netwo…

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Meme Traders' Role in Energizing Retail Investors & TSLA Unique Positioning 9:03

10h ago9:03

9:03

Dave Mazza with Roundhill Investments returns to Next Gen Investing to explain the latest developments he sees in the meme stock trade. He says these retail traders have matured by learning more about stock fundamentals and the market to make decisions they see as under the radar opportunities. Dave later explains how Mag 7 giant Tesla (TSLA) plays…

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NICE Chief AI Officer on AI Agents, "Not a Silver Bullet" to Software 8:42

13h ago8:42

8:42

Nice Ltd.'s (NICE) chief AI officer, Philipp Heltewig, offers investors his perspective in the tech industry to explain AI's evolution. He says AI agents still require oversight despite their usefulness in software firms. Philipp compares AI to a "new user interface" instead of a "silver bullet" to the tech industry. ======== Schwab Network =======…

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Bull Case for 2026 Bond Market & Fixed Income ETFs 9:24

13h ago9:24

9:24

Joanne Bianco gives her key takeaways from trading in 2025, focusing on fixed income. She thinks that the bond market will continue to act as a stabilizer in 2026, arguing that U.S. economic resilience is boosting corporate earnings, which in turn is boosting corporate bonds. Joanne covers the world of fixed-income ETFs and why traders might be int…

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The Big 3: OKLO, COST, AFRM 12:27

13h ago12:27

12:27

With energy stocks in focus for Monday's trading session, Prosper Trading Academy's Charles Moon offers a bullish perspective on Oklo Inc. (OKLO) as bullish momentum reenergizes the stock. He notes a potential reversal to the upside in Costco (COST) and Affirm's (AFRM) rallying pushing shares higher. Charles provides example options trades while Ri…

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Pelosky: U.S./China ‘Gap in Strategic Thinking’ Favors China 9:00

14h ago9:00

9:00

Jay Pelosky digs into Venezuelan oil, noting that it is some of the most expensive in the world. He thinks China, its biggest customer, will continue to invest in renewables and sees value in its electrification and AI implementation. He says the U.S. going after Venezuelan oil shows the “gap in strategic thinking” between the two superpowers, with…

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Goldman Sachs: COIN Best In Class for Crypto Infrastructure 6:43

14h ago6:43

6:43

Marley Kayden covers Coinbase’s (COIN) upgrade from Goldman Sachs, which argues that it is at an attractive entry point and calls it a best-in-class play for the crypto infrastructure growth. Charles Moon provides an example options trade on the name. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options i…

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"Disappointing" ISM Manufacturing Sets Low Bar for Services, Other Ecodata 4:18

14h ago4:18

4:18

Charles Schwab's Collin Martin explains moves in the bond market following headlines surrounding Venezuela and a contractionary ISM manufacturing print. He calls the ISM number "disappointing," but calls Wednesday's upcoming ISM services number more important. Collin also discusses the other jobs and inflation prints to watch later this week. =====…

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Robotics, Health Tech, Defense: What to Watch at CES 2026 5:57

14h ago5:57

5:57

Jed Ellerbroek previews CES 2026, focusing on robotics and health tech. He also sees defense as a bullish sector, highlighting Boeing (BA) and Transdigm (TDG), the latter being his favorite. While he doesn’t think that growth will happen at the same rate as 2025, he expects capex estimates to continue to increase. ======== Schwab Network ======== E…

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COIN, IBM & COST Upgrades Lift Risk-On Attitude 5:22

14h ago5:22

5:22

It's a morning full of upgrades to start the first full trading week of 2026. Diane King Hall explains why analysts are turning bullish on Coinbase (COIN), IBM Corp. (IBM), and Costco (COST). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com…

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Quast: Markets Being Driven by Arbitrage; Concentration & Flow Risks 10:21

14h ago10:21

10:21

Tim Quast warns about market concentration, saying investors should understand how it can affect market dips. It also changes how investors need to position their portfolios, he says. He compares weighting in the S&P 500 and how market cap factors into gains. Tim emphasizes that markets are being driven by arbitrage and explains why that matters. =…

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Kevin Hincks on U.S. & Venezuela Tensions, "New Money," Metal & Bitcoin Rallies 6:43

14h ago6:43

6:43

Nicolás Maduro's capture by the U.S. caught markets by surprise in the overnight hours ahead of 2026's first full trading week. Kevin Hincks explains why crude oil's tick higher in futures offers a signal to investors' long-term energy thesis. As "new money" enters markets for the new year, Kevin talks about how it contributes to the rallies in gol…

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Bearish View on 'Big Beautiful Bill,' 'Red Flag' in Job Market 8:26

15h ago8:26

8:26

Jack Janasiewicz isn't as optimistic on the Trump administration's "Big Beautiful Bill" as others. He suggests there are "plenty of things" that can offset a "boost to the consumer." As for labor, Jack sees a "no hire, no fire" jobs market holding a "goldilocks" scenario. However, a climb in firings will raise a "red flag" for market. ======== Schw…

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Options Corner: IBM Upgrade Pushes Back Bearish Trends 3:41

15h ago3:41

3:41

IBM Corp. (IBM) got an upgrade from Jefferies to buy from hold, with the firm raising its price target to $360 from $300. Rick Ducat turns to stock trends and highlights IBM's recent struggle to break away from a bearish downturn. He explains the key levels shares need to break for bulls to regain control. Rick later highlights an example options t…

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Mercer: Robotics to Lead "Next" Mag 7, AI Spending to Stay Robust 8:31

16h ago8:31

8:31

While data centers have taken investor focus over recent months, Zeno Mercer believes many are missing the next leg of markets in robotics. He sees companies that "separate the physical and digital world" while using the best of both will become the "next" Mag 7. As for fears of an AI bubble, Zeno believes they should be cast aside with spending pr…

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Chart of the Day: ADBE Slide Continues After Downgrade 3:49

16h ago3:49

3:49

Adobe's (ADBE) downward trend continues to start of 2026. Charles Schwab's Rachel Dashiell shows how bears keep clawing into the stock after Jefferies downgraded the stock to hold from buy. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/s…

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"Shock and Awe": How Maduro Capture Impacts Oil, CVX & U.S. International Relations 8:09

17h ago8:09

8:09

Ben Emons offers his perspective on the U.S. capture of Venezuelan president Nicolás Maduro. He's surprised to see the risk-on reaction in markets prior to Monday's opening bell, adding that companies tied to crude oil will rally. Ben points to Chevron (CVX) as one of the biggest rally candidates. When it comes to global tensions, he explains the p…

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Ellerbroek: Feels "Strange" Being Optimistic, AI CapEx Story Key in 2026 6:45

2d ago6:45

6:45

Jed Ellerbroek says it "feels kind of strange being optimistic" heading into the new year. He believes "decent" economic data and recent rate cuts will lead to the bull market's run continuing through 2026. Jed urges investors to watch the AI CapEx story, especially surrounding companies like Oracle (ORCL), CoreWeave (CRWV), and the Mag 7. He likes…

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Friday's Final Takeaways: Asian Tech Strength Signals Risk-On Markets 4:51

3d ago4:51

4:51

SK Hynix and Samsung pushed global markets higher, including many facets of the U.S. tech trade. Sam Vadas takes investors through the stories she sees as most important to 2026's first trading session. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investo…

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Overlooked Stock: SOC Starts 2026 with 30% Rally 6:04

3d ago6:04

6:04

Shares of Sable Offshore Corp. (SOC) slipped nearly 50% year-over-year, but the stock started 2026 right with a 30% rally. George Tsilis talks about the court ruling that reignited a bull run for the energy company. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable fo…

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2026 Sectors to Watch: Uranium, Metals, AI Support 9:42

3d ago9:42

9:42

Wayne Penello looks at the structure of the market to set up his long-short fund. “The real interesting segments” are the ones supporting AI, he says, highlighting uranium energy. He also notes shifting from digital currencies to metals like gold and silver. Everyone has “already anticipated a perfect scenario” in macro conditions but is underestim…

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2026 Market Outlook: New Tech Leaders & Bullish Picks Emerge 8:08

3d ago8:08

8:08

Bob Lang shares his market outlook for 2026, anticipating a year of volatility and increased liquidity, driven by potential Federal Reserve rate cuts and a new round of quantitative easing. He foresees a positive year for markets, with mid to high single-digit returns. While the traditional Magnificent Seven may not lead the charge, new technology …

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Market Has Priced in Good 2026 Economy: ‘Reluctantly Pessimistic’ 7:35

3d ago7:35

7:35

Brian Jacobsen is “reluctantly pessimistic” about the market outlook. He thinks the economy will do “really well” but thinks the market may have already priced that in. He’s looking to more defensive sectors, like healthcare and consumer staples. He questions what would happen if a surprise Fed Chair was nominated and discusses whether Powell will …

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WDC Testing Record Highs as AI, Storage Chips Rally 5:06

3d ago5:06

5:06

While Micron (MU) is the biggest storage memory chip company on Friday's trading headlines, Rick Ducat urges investors not to forget about Western Digital (WDC). He points to the company's key trends to keep in mind as it inches back toward all-time highs. Rick later turns to the options front and shows where traders are expecting the stock price t…

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"Double Espresso" Markets Continue Bull Run, AI Slowdown to Shock Wall Street 8:39

3d ago8:39

8:39

Patrick Mueller says markets are running on a "double espresso" shot, warning that a cooldown is in the cards for 2026. He still believes "tech is king," but he urges investors to diversify their portfolios, noting something like Nvidia (NVDA) not meeting earnings as a sharp catalyst to the downside. Patrick offers his advice on sectors to turn to,…

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‘Encouraged’ into 2026 U.S. Economic Outlook But ‘Choppiness’ Ahead 7:34

3d ago7:34

7:34

Last year “was wild,” Jason Ware says, but he is “encouraged” by what he saw. “We’re still the most dynamic economy with the best economies in the world,” he argues, and doesn’t expect that to change in 2026. George Seay agrees, saying he is “constructive and optimistic,” but expects more choppiness and thinks it will be a “bigger lift” than last y…

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Apple (AAPL) Chart Moving into ‘Slow Lane’, Momentum Showing Bearish Signals 4:54

3d ago4:54

4:54

Ben Watson charts Apple (AAPL) after the stock gained nearly 9% to 2025. He says the stock is moving into the “slow lane” but isn’t breaking support or changing the trend overall. Momentum is “diverging bearishly,” but upcoming earnings could be a “game changer.” ======== Schwab Network ======== Empowering every investor and trader, every market da…

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AI Bubble Narrative Will ‘Shift Several Times’ in 2026 8:36

3d ago8:36

8:36

Russell Hackmann sees curveballs lurking in private credit as he examines the market overall. “Thus far, it seems pretty contained,” he says, but compares conditions to 2007. He thinks the AI bubble narrative will “shift several times” this year, and market concentration is making it more difficult for retail investors. He anticipates volatility be…

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2025 AI Lessons, NVDA v. GOOGL in 2026 & AAPL Quiet Wins 8:23

3d ago8:23

8:23

The lesson Austin Lyons says he will take away from 2025 is the deep ties AI has to the CapEx story. Companies like Nvidia (NVDA) and TSMC (TSM) are juggernauts he expects to benefit as AI spending accelerates in 2026. When it comes to growing TPU competition from Alphabet (GOOGL), he doesn't see it serving as a perfect substitute to Nvidia's GPUs.…

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'Look to the Future:' LikeFolio's TSLA Bull Case in Robotaxi & AI 9:53

3d ago9:53

9:53

While Andy Swan with LikeFolio notes asymmetrical risk in Tesla (TSLA) due to uncertainty in autonomous driving's future and CEO Elon Musk, he considers the company's outlook excellent. He compares the company's autonomous driving milage outpacing Alphabet's (GOOGL) Waymo as a bullish signal to Tesla's future narrative. Andy explains why the compan…

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2026 Fed Path: Employment Issues Overblown, or Pivotal? 7:16

4d ago7:16

7:16

Jeanette Gerretty and Chuck Lieberman break down the latest FOMC minutes and assess the rate cut path for 2026. Jeanette wonders what data the Fed will have by their upcoming meeting, with December employment numbers releasing next week and “sketchy” numbers around inflation. She thinks it will be tough for them to do anything but be on pause. Chuc…

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Crypto Set for a ‘Stellar’ 2026 5:58

4d ago5:58

5:58

Najam Kidwai, CEO of C1 Fund, covers the outlook for crypto IPOs in 2026. He thinks 2025 was a “great year” for crypto, citing U.S. regulatory clarity and IPOs like Circle (CRCL) and Bullish (BLSH) that were “received well overall.” He thinks this will lead to a “stellar” 2026 and expects companies like Kraken and other popular names to come to mar…

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The Big 3: MU, XOM, RKLB 14:53

4d ago14:53

14:53

From memory and oil to space technology, Stocks To Trade's Tim Bohen turns to today's Big 3 that he expects to make headlines in 2026. He why Micron's (MU) demand, Exxon Mobil's (XOM) energy resilience, and Rocket Lab's (RKLB) clash in speculative and narrative trading make them stocks to watch. Rick Ducat backs Tim's points by examining bullish an…

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"Nothing's Going to Kill Nvidia," Competition to Impact NVDA Margins 8:00

4d ago8:00

8:00

Ahead of CES 2026, Frances Newton talks about what Nvidia (NVDA) can do to further establish dominance in the AI chipmaking industry. While rising competition is something she believes will hit margins, she makes the case that "nothing's going to kill Nvidia" with persistent supply constraints. George Tsilis offers an example options trade for the …

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Factors Shaping Oil Prices in 2026: U.S. Sanctions, China Demand, OPEC+ & More 7:04

4d ago7:04

7:04

Ellen Wald examines the forces shaping the energy market in 2026. If oil prices fall below $60, she thinks OPEC+ could try to enforce supply cuts to push prices higher. China demand, U.S. oil sanctions, and shale producers complicate the picture as well. She thinks supply worries are “not justified.” She argues that the U.S. blockade of Venezuelan …

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Portfolio Positioning for 2026: Sectors to Watch 5:55

4d ago5:55

5:55

“We could be in the first couple of years” of AI gains, Thomas Martin says. With that said, he turns his attention to the Fed and employment, which he sees as one of the biggest risks to the market. He sees the Fed being “very cautious” and doesn’t expect a rate cut until at least 2Q. He’s positioning to favor communications, consumer discretionary…

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KG: PMI's Slump, Gold & Silver's Consolidation, Crude Oil's Dip 6:01

4d ago6:01

6:01

The latest PMI manufacturing print shows "slowing demand" in an overall "mixed" report, says Kevin Green. He takes investors though the economic data and explains how it applies to the stock market. As for commodity movers, KG highlight the silver and gold trade and talks about how short-term consolidation signals another push higher. He taps into …