Best Sailing Comment Podcasts (2025)

1
Justin Baldoni's Lawyer Says He Won't Settle with Blake Lively, and What Comes Next in the Case, with Bryan Freedman | Ep. 1092 48:21

1h ago48:21

48:21

Megyn is joined by attorney Bryan Freedman, who is representing Justin Baldoni, to discuss a federal judge's decision to dismiss his client's defamation lawsuit against Blake Lively, the legal grounds for the ruling, what parts of the case remain, how Baldoni feels about the judge's decision, how the legal battle has impacted his career, what comes…

1
Clauss: A.I. Startups to Become Disruptors, Adoption & Spending Trends to Watch 8:28

14m ago8:28

8:28

Multi-billion dollar A.I. investments from Meta Platforms (META) and Amazon (AMZN) are what Geoff Clauss calls "fantastic" ways to establish data center dominance. In the case of Meta, its 49% stake in Scale AI makes the case for the importance of start-ups as the space evolves. Geoff later talks about where he sees A.I. going by taking a closer lo…

1
Stock Market Today: ORCL Earnings Rally, TSLA Robotaxi Delay, OKLO Soars 2:19

16m ago2:19

2:19

Stocks swung into negative territory after volatility struck early in the afternoon. However, Oracle (ORCL) rallied after hours after it posted strong guidance for fiscal 2026. Oklo Inc. (OKLO) shares powered to all-time highs after reaching a tentative agreement with an Alaskan U.S. Air Force base. Tesla (TSLA) delayed its highly-anticipated robot…

1
WBD Split Under Scrutiny, Roku Streams Ahead with Buy Rating 5:39

21m ago5:39

5:39

Warner Brothers Discovery's (WBD) decision to split into two separate publicly traded companies has left many investors wondering if this move will prove profitable. CFRA's Kenneth Leon shares his thoughts on the split and why he's maintaining a hold opinion on shares of Warner Brothers Discovery for now. Meanwhile, he's more bullish on Roku (ROKU)…

1
Overlooked Stock: SAIL Soars After Earnings 4:24

6m ago4:24

4:24

SailPoint (SAIL) saw a double-digit percent rally after it posted a bottom line beat and raised its full-year 2026 outlook. George Tsilis turns to other aspects catching investor interest toward the cybersecurity company. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslett…

1
EARNINGS ALERT: ORCL 10:31

9m ago10:31

10:31

Oracle's (ORCL) guidance sent its stock soaring after hours. While the company posted a beat on the top and bottom line, it was a strong outlook on cloud revenue that gauged investor interest. Marley Kayden, Alex Coffey and Kevin Green take a closer look at the earnings to highlight other strengths and weakness they found in the report. ======== Sc…

1
Tariffs "Multi-Pronged" Effort & Long-Term Fundamental Impacts 7:37

11m ago7:37

7:37

Joe Mazzola with Charles Schwab considers the tariff talks between the U.S. and China mixed, as both countries weigh A.I. chips and rare earth metal exports. He adds that the latest CPI print won't show impact of tariffs yet, though it will in the coming months. Kevin Gordon tells investors not to expect major tariff developments for months, or eve…

1
Levels to Watch in Gold, Bitcoin & More 9:38

14m ago9:38

9:38

Dan Deming talks the commodities market. He thinks if gold can hit $3,400, it could “indicate the potential for further gains.” He thinks a weaker dollar will give it a tailwind for “several years.” He looks at platinum and silver, which have both seen strong runs this year. Dan points to $70-$72 as key levels to watch in crude. He also warns trade…

1
Intraday Volatility Rattles SPX, Options Expiration Challenge to Volume 6:41

22m ago6:41

6:41

Volatility early in the afternoon reversed gains earlier in the day. Kevin Green notes an uptick in VVIX affecting today's moves and weighs its impact on price action moving forward. He also warns investors of options expiration ahead that will cut into "relatively healthy" volume markets experienced recently. ======== Schwab Network ======== Empow…

1
Straehl: Tariff Impacts Coming, Opportunities in Healthcare, Small Caps & More 7:58

27m ago7:58

7:58

Philip Straehl is still waiting for economic data to show tariff impacts. He expects two Fed rate cuts this year, with the first coming in September. Looking at the most recent jobs report, he notes a slowdown but argues it is a “gradual adjustment,” not the economy “falling off a cliff.” He sees opportunities in healthcare, small caps, and consume…

1
CHWY Earnings Sell-Off Shows ‘Too-High’ Expectations 6:18

31m ago6:18

6:18

Dan Geltrude and Tom Essaye break down Chewy (CHWY) earnings and the post-report sell-off. Tom says the market wanted a “beat and raise” but got a “beat and reiterate,” and thinks the drop is overblown. Dan agrees, saying investors had “too high expectations” and there is no “operational weakness” in the company. “I’m looking for bad news here – an…

1
Lang: Overbought Markets ‘A Little Dangerous’ Right Now 7:59

3m ago7:59

7:59

The markets are overbought, and a “downturn could be coming at any moment,” says Bob Lang. “To be buying right now is a little dangerous.” He thinks investors should be preparing for a step down, possibly by buying puts. While Trump is still pressuring Powell for lower rates, Bob thinks that economic data will keep the Fed from cutting. ======== Sc…

1
"Optimistic" Market Outlook: CPI "Disconnect," Silver Squeeze & Trends to Watch 9:05

5m ago9:05

9:05

David Stryzewski says he's "pretty optimistic" on markets, though not without caution. He makes the case that "we have to cut rates" and sees Jerome Powell being more dovish than hawkish. When it comes to market opportunities, David argues that investors need to watch silver due to its "very precious" nature. ======== Schwab Network ======== Empowe…

1
Short End of the Curve for ‘The Next 18 Months’ 7:31

10m ago7:31

7:31

Karen Veraa-Perry celebrates a record month for fixed-income ETFs in May. SGOV, Blackrock’s 0-3 month bond ETF, has seen $18 billion in inflows this year alone. Another trend to watch is active management within fixed income ETFs, giving investors someone to “steer the ship.” She expects interest to stay in the short end of the curve “for the next …

1
QUBT Climbs 30%, Other Quantum Stocks Rally Off NVDA CEO Comments 6:21

16m ago6:21

6:21

George Tsilis turns to Quantum Computing (QUBT) and its massive rally off an already impressive year. The company is running higher alongside other quantum stocks after Nvidia (NVDA) CEO Jensen Huang said the technology is reaching an "inflection point." George talks about the positive trends for quantum stocks but warns of the short interest and v…

1
"Superintelligence" & Scale AI Show META "Hedging Bets" on A.I. 8:29

10m ago8:29

8:29

David Nicholson talks all things Meta Platforms (META) and its A.I. developments. With CEO Mark Zuckerberg forming a "superintelligence" group and the company reportedly taking a 49% stake in Scale AI, David says the company is putting all its eggs in the A.I. basket. The big question: is it profitable? David weighs whether Meta's investments will …

1
CPI Could Fasttrack Fed Rate Cuts, Caution Advised for Outlook 5:25

17m ago5:25

5:25

Today's CPI print showed a lower-than-expected headline number. Brian Jacobsen points out that it inches inflation toward the Fed's goal, adding that it increases the likelihood for an interest rate cut in July. David Doyle urges caution for investors when turning to the outlook, arguing that heavier inflation will pick up in the back half of 2025.…

1
VinFast Auto (VFS) Chairwoman on EV Development, Timeline for Mass Global Adoption 6:23

8m ago6:23

6:23

"The future is EV," says VinFast Auto (VFS) chairwoman Madame Thuy Le. Her company recently doubled vehicle sales guidance compared to last year's numbers, as Thuy Le explains how EV infrastructure in Vietnam and Asia support VinFast Auto. She also discusses how U.S. tariffs can affect the company's outlook. ======== Schwab Network ======== Empower…

1
Voyager Technologies (VOYG) CEO on IPO, Changing the Space Game 8:47

14m ago8:47

8:47

Dylan Taylor, CEO of Voyager Technologies (VOYG), joins the Schwab Network to discuss its IPO today. Voyager works with governments and commercial companies in the air and space industry. Dylan says the space and defense company’s contracts are “well-protected” in the proposed budget bill, and commercial players will “augment” the industry even wit…

1
Economic Wild Cards to Watch 7:04

17m ago7:04

7:04

“We are still in the early stages of a very meaningful revolution” in AI, says Doug Cohen. He talks about investing trends to watch around this field. He also names some wild cards: the U.S. debt situation and the potential for bond rates to rise. Right now, he likes short-term fixed income. ======== Schwab Network ======== Empowering every investo…

1
The Big 3: BAC, COST, PDD 10:39

7m ago10:39

10:39

TheoTrade's Don Kaufman says he's "all beared up" on today's U.S. and China tariff developments and the latest CPI print. His bearish perspective isn't shifting on today's Big 3. He sees a roll over coming for Bank of America (BAC), tariff pressure pinning PDD Holdings (PDD), and Costco (COST) shifting to the downside. Don offers options trades for…

1
Judge’s SHOCK Dismissal of Justin Baldoni's Suit Against Blake Lively, and Latest in the Diddy Trial | Ep. 1091 1:09:47

12h ago1:09:47

1:09:47

Megyn Kelly gives an update on two of the most high-profile legal cases of the moment: the Justin Baldoni-Blake Lively saga and the federal criminal trial of Sean "Diddy" Combs. First, Megyn reacts to a federal judge's shocking decision to dismiss Baldoni's $400 million lawsuit against Lively, what led to the decision, why he might be on the hook t…

1
A.I. & Cloud Critical in ORCL Earnings, "Long-Term Strategic" Acquisition Play 12:47

26m ago12:47

12:47

Steven Dickens sees Oracle (ORCL) acting as a "bellwether" for how the rest of the earnings season will play out. His focus will be on the company's plans to accelerate its A.I. and cloud capabilities. Steve notes its Cerner acquisition as a short-term headwind that can serve as a "long-term strategic play." Tom White offers a pair of example optio…

1
‘Fantastic’ CPI Data Shows Strong Economy & Delays Fed Rate Cuts 7:28

34m ago7:28

7:28

“This is fantastic!” Jason Greer reacts to the latest CPI data. Companies haven’t been passing tariff costs to consumers as much as feared, he says, and seems enthusiastic about potential trade resolutions. “Fundamentally, the economy is still really strong,” he adds. Referencing conversations he’s had with CEOs, he says the workforce is “stabilize…

1
Why MSFT is Citi's "Top Pick" in Software & Bullish Example Trade 8:16

36m ago8:16

8:16

Citi raised Microsoft's (MSFT) price target and called it a "top pick" in software. Marley Kayden dives into the analyst's report and highlights the notes on Microsoft's Azure business and potential A.I. revenue growth. Later, Scott Bauer says "it's really, really hard to short this stock" saying this kind of rally has been "a massive comeback." Wi…

1
GME, CHWY & GTLB: Breaking Down Recent Earnings Misses 8:27

13m ago8:27

8:27

In a market trying to hold onto gains this morning, Diane King Hall analyzes three companies seeing down action after earnings. She talks about Chewy's (CHWY) sell-off despite a beat and how its recent price action may play a factor. On GameStop (GME), Diane notes a 55% in collectables revenue, though the company still missed on its top line as it …

1
SPX Tests New Resistance, 10YR-3MO Treasury Spread's Impact on Price Action 7:09

25m ago7:09

7:09

6,050 proved to be a wall for the SPX at the opening bell with the index pulling back from highs seen in the futures. Kevin Green analyzes the options activity surrounding the level and talks about why resistance is so strong. However, he adds that we likely won't see new lows due to the resurgence of market strength. One point of concern may come …

1
Clopton: ‘Skeptical’ Tariffs Will Have Major Impact on Economy 9:10

27m ago9:10

9:10

“CPI print is great,” watch for PPI tomorrow, says Jake Clopton. He argues that crude and copper are showing no economic worries, and he is “skeptical” that tariffs will have a large impact on the economy. He thinks the Fed is waiting to see what impact there is before moving on rates, especially as the labor market remains strong. However, he says…

1
CPI Lower Than Expected, China & U.S. Tariff Talks Continue 6:19

29m ago6:19

6:19

Month-over-month CPI ticked a tenth of a percent higher, falling below Wall Street's expectations. Kevin Hincks calls the CPI print a much needed one that shows a winning fight against inflation that includes a 12% cut in gasoline prices. He later turns to the latest tariff developments between the U.S. and China, which have entered day three of ne…

1
New Tentative TSLA Robotaxi Launch, Quantum Computing "Inflection Point" 6:46

31m ago6:46

6:46

Tesla (TSLA) continues to drive headlines as CEO Elon Musk apologizes for his social media feud with President Trump. Jenny Horne also notes Musk's comments on Tesla "tentatively" setting a new cybercab launch for June 22nd in Austin. She later turns to Nvidia (NVDA) CEO Jensen Huang's comments that quantum computing is reaching an "inflection poin…

1
Versace: "WOW" Reaction to CPI & Tech Stock Picks 8:07

11m ago8:07

8:07

Chris Versace says the CPI print is a "big relief" to the market, and adds his only concern is if investors "overreact" to this report. On U.S. and China trade talks, he cautions investors to wait for final details instead of headlines from social media posts. In terms of stock picks, Chris speaks about Amazon (AMZN) and its growth in advertising. …

1
Options Corner: ORCL 6:24

15m ago6:24

6:24

Ahead of Oracle (ORCL) earnings, Tom White looks at chart patterns taking shape on its chart. He points to the RSI move back above the "overbought" conditions, as shares have rallied 50% from 52-week lows. Later, Tom pieces together an example options trade demonstrating a call diagonal with a bullish tilt. ======== Schwab Network ======== Empoweri…

1
Pan: Dry Powder Sitting on Sidelines, Waiting on Trade Deals 5:29

17m ago5:29

5:29

Eric Pan joins Diane King Hall at the NYSE set to discuss his investing outlook amid ongoing trade negotiations. He focuses on the $7T in money market funds that are sitting on the sidelines, saying any progress on trade deals could bring investors' dry powder back into the stock market. Eric and Diane react to the latest CPI print, what it means f…

1
Chart of the Day: MSFT 2:20

20m ago2:20

2:20

Following Citi's price target hike for Microsoft (MSFT), Rachel Dashiell examines the technical perspective on the chart. The stock reached all-time highs this week, but Rachel points out the RSI study reaching overbought conditions at the same time and cautions investors of potential candle formations that could stunt the recent bullish trend. ===…

1
Progress in U.S. and China Trade Talks, TSLA's Robotaxi Debuts Soon 4:12

9m ago4:12

4:12

Kevin Green kicks off the trading day with a look at headlines out of the U.K. as U.S. and China representatives point to progress in trade discussions. KG later looks at the move in Tesla (TSLA) as Elon Musk provides a tentative June 22 start date for its Robotaxi business in Austin. ======== Schwab Network ======== Empowering every investor and t…

1
Stock Market Morning Minute: TSLA, MSFT, ANET 2:08

13m ago2:08

2:08

Tesla (TSLA) shares are up as the company targets June 22 for its Robotaxi launch date. Microsoft (MSFT) gets a price target hike from Citi. And, Arista Networks (ANET) receives a downgrade to start the day. Tom White runs through notable movers ahead of Wednesday's open. ======== Schwab Network ======== Empowering every investor and trader, every …

1
Ca$htag$: Meta Platforms (META) AI Push Juicing Ad Revenue 8:50

7h ago8:50

8:50

Likefolio’s Megan Brantley compares Meta Platforms (META) to Spotify (SPOT) in its use of AI around content. She thinks Zuckerberg going “all in” on AI is starting to bear fruit, especially for its ad segment. She calls its “massive” ad platform a huge propeller for the business, and “sees signs” of higher engagement from consumers, particularly on…

1
Brenner: Don't Take Risk Off the Table Yet, Rally Higher is Coming 11:24

20m ago11:24

11:24

Andrew Brenner believes the uptrend in equity valuations made stocks expensive compared to bonds. He says it could be smart for investors to move into the bond market... just not yet. A lack of institutional inflow has Andrew believing more equity rallies are coming. With the Fed making its interest rate decision next week, he weighs inflation data…

1
Stock Market Today: META $14.8B A.I. Bet, OpenAI Taps GOOGL, TSLA Accelerates 2:13

14m ago2:13

2:13

Stocks continued Monday's rally with all major indices rising into the green, and the Mag 7 were behind a lot of today's biggest moves. Meta Platforms (META) is reportedly seeking a major stake in Scale AI with a near-$15 billion price tag, while OpenAI eyes Alphabet's (GOOGL) Google Cloud for its tech. Tesla (TSLA) rallied as the top Mag 7 perform…

1
Trade War Volatility Fades: Market Rebound Gains Traction 4:59

16m ago4:59

4:59

Trade tensions may be here to stay, but that doesn't mean the market volatility will stick around. Ahmed Riesgo believes the recent market rebound is genuine, driven by a shift in policy from both the U.S. and China. With interest rates stabilizing and equities recovering, Riesgo thinks the worst of the trade war-induced sell-off is behind us. As i…

1
Commercial Real Estate: Opportunities in a Volatile Market 7:44

19m ago7:44

7:44

Hessam Nadji discusses the commercial real estate market. Despite volatility and uncertainty around interest rates, Nadji sees opportunities for investors seeking cash flow and tax advantages. He notes that while the office sector has been impacted by the pandemic, not all office buildings are distressed, and newer, suburban assets are faring bette…

1
"Big, Beautiful Bill's" Bigger Deadline & Job Data Validity Questioned 8:20

4m ago8:20

8:20

Charles Schwab's Mike Townsend says we're in a "funny, little, quiet" period in D.C. as the Senate turns attention to the GOP's "big, beautiful" tax bill. Mike notes American optimism the bill will be passed by July 4th is likely a "false marker," believing there will be a greater focus on the debt ceiling at the end of July. Liz Ann Sonders turns …

1
Nigam Arora's Big Picture on Nuclear Power and Opening A.I. Opportunities 7:39

7m ago7:39

7:39

There's a reiteration of interest in nuclear stocks thanks to A.I. stocks rallying back off April lows. Nigam Arora gives investors substantial insight into the nuclear power space and talks about the opportunities they present to investors. He lists Constellation Energy (CEG), Vistra (VST) and Talen Energy (TLN) as key names using traditional tech…

1
SPX Grinds Higher as Investors Brace for Wednesday CPI Print 5:50

14m ago5:50

5:50

VVIX shows a slight uptick even though VIX itself moved lower on the session. Kevin Green says part of that trading action came with investors repositioning ahead of tomorrow's CPI report. He also highlights advancing and declining stocks compared to the SPX to explain the lack of stability in the index. ======== Schwab Network ======== Empowering …

1
WWDC 2025 Mixed Bag for AAPL: iOS 26 Excites, A.I. Underwhelms 10:39

16m ago10:39

10:39

Windows Central's Daniel Rubino breaks down all of the new product offerings Apple (AAPL) showed at the Worldwide Developers Conference. He considers the update to iOS 26 a step in the right direction but admits its A.I. offerings have "a lot of catching up" to do. Daniel poses the question of how much Apple's loyal customer base will use these new…

1
Murky Summer Ahead: High-Growth Opportunities in a Volatile Market 8:12

35m ago8:12

8:12

Todd Walsh says the recent market rally may be misleading, and investors should be prepared for a "murky summer" ahead. Despite the S&P 500's (SPX) march towards all-time highs, Walsh expects a potential volatility event to hit the market. He believes that the Fed's cautious stance on interest rates and the potential for a "look-through" inflation …

1
SPX Grinds Higher: CAT and UBER Show Strength 6:15

38m ago6:15

6:15

Kevin Horner examines the S&P 500's (SPX) grinding higher pattern and notes that a close below the 20-day moving average of 5,925 would be a significant departure from the trend. He also highlights Caterpillar (CAT) as it attempts to re-grab the 200-day moving average of 350.8, a key resistance level. Horner also mentions Uber (UBER) which has brok…

1
Oil Prices Surge: Bullish Storm or Long-Term Play? 5:45

43m ago5:45

5:45

Oil prices have surged to their highest levels since April, but Carley Garner believes the rally is short-lived. She thinks the recent price jump was largely driven by a "perfect storm" of bullish headlines. Simon Lack disagrees, arguing that OPEC+ wants to maintain prices above $75 and that production cutbacks in the U.S. could lead to a supply sh…

1
NVO, HII, ON Shining Bright Amid Valuation Concerns 9:20

1h ago9:20

9:20

Kyle Bergacker sees opportunities in the equity market, driven by earnings growth and a resilient economy. He notes that the labor market is showing some cracks, with revised-down jobs numbers and rising claims, but believes the Fed will continue to watch this closely before making any rate cuts. His stock picks include Novo Nordisk (NVO), Huntingt…

1
DIS Acquires Full Ownership of Hulu, Strengthens Streaming Position 10:06

1h ago10:06

10:06

Walt Disney (DIS) closes a deal for full ownership of Hulu, paying $438.7M for Comcast's (CMCSA) remaining stake. Sam Vadas joins Nicole Petallides at the NYSE set to look at the streaming deal's finer points. Sam says she's looking to CEO Bob Iger's commentary for further clues in its business, including subscriber growth for Disney+ and ESPN's st…

Podcasts Worth a Listen

Sailing Comment Podcasts

Podcasts Worth a Listen