Best Spx Podcasts (2026)

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Dryden Pence's 2026 Mag 7 Bull Case, "Constructive Across the Board" for SPX 8:02

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43m ago8:02

8:02

Strong earnings and expected stimulus set to hit the U.S. are two key factors behind Dryden Pence's bullish expectations for 2026. He adds that fundamentals and a broadening SPX make him "constructive across the board" for the new year. While the job market is figuring out how to manage AI impact, Dryden says companies will take an "AI + H" approac…

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SPX SZN 2, EP 15: The Merchant and the Wedding Party in Sri Nagar 12:46

6h ago12:46

12:46

In this episode hear how a wealthy Sikh merchant finds refuge in the fortified encampment of the Guru's ministers, Nand Chand and Daya Ram. Also hear how the public praise of the Guru in Sri Nagar ignites Bhimchand's jealousy, putting Raja Fateh Shah in a difficult position. This relates to chapter 15 of Season (rut) 2.…

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2026 Housing Market Expectations: Wage Growth Bringing Buyers In? 9:00

22m ago9:00

9:00

Jenna Stauffer’s big idea for 2026 real estate is strong wage growth that will outpace price growth, creating more affordable housing. She discusses the factors besides pricing that are keeping people out of the market, including taxes and other fees. The median age of first-time buyers jumping to 40 means we are in a completely different environme…

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The Case for Micron (MU) as the 2026 A.I. Leader 9:08

28m ago9:08

9:08

Charles Moon discusses the capex and power questions facing A.I. growth. He sees memory stocks leading the sector, and says they have held up the best this year, noting Micron (MU) at new highs. “This is probably the one segment to watch” for consistent growth and low volatility, he argues. Micron is set up “really well” for 2026 and could potentia…

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Crypto Corner: The Year Bitcoin Went Mainstream 7:46

19m ago7:46

7:46

Jim Ferraioli of Charles Schwab's Equity Research joins Jenny Horne on this week's Crypto Corner to highlight the year that was in crypto, including growing institutional adaptation, legislative progress, and how crypto will be impacted by A.I. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the…

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Ted Weisberg’s 2026 Picks & Wall Street Lessons: UAL, CB, META, BAC 7:49

19m ago7:49

7:49

Ted Weisberg gives traders lessons learned over a 64-year career on Wall Street. You have to have tech in your portfolio, he argues, saying that’s “where the growth will be, where the earnings will be.” He also points to market breadth in financials and energy: “there are opportunities everywhere.” He likes United Airlines (UAL), Chubb (CB), Meta P…

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Geopolitical Shifts Fuel Defense, Tech and A.I. Growth 7:27

19m ago7:27

7:27

Garrett Smith discusses how geopolitical shifts and policy changes have radically transformed the defense and A.I. industries over the past few years. European defense Exchange Traded Funds have seen significant gains, and Smith anticipates continued growth in private markets as A.I. competition, particularly between China and the U.S., intensifies…

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Final Takeaways from 2025 5:16

28m ago5:16

5:16

Sam Vadas and Alex Coffey discuss the final takeaways from 2025. Sam highlights the resilience of the economy and Alex goes over the importance of stories and narratives. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Opt…

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Swirski: Unemployment Angst Will Pressure Markets in 2026 10:32

34m ago10:32

10:32

Sandra Swirski gives the D.C. perspective on markets for 2026, paying special attention to the labor market. AI is stifling hiring, she argues, which creates pressure on politicians as their constituents struggle. “In the short run, we’re going to see a lot of angst.” The “K-shaped recovery” `continues to haunt affordability. She stresses that youn…

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ONDS Rallies on Defense Spending & New Contracts 7:02

39m ago7:02

7:02

Ondas Holdings (ONDS) is rallying on news of new orders for its autonomous systems. George Tsilis highlights how the company is a direct beneficiary of increased defense spending, both domestically and internationally. New contracts and a substantial increase in cash position indicate a positive trajectory for Ondas Holdings, even with ongoing stoc…

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Options Corner: Alphabet (GOOGL) 5:51

25m ago5:51

5:51

Rick Ducat breaks down the chart of Alphabet (GOOGL), which has outperformed its sector and the broader S&P 500 (SPX). He goes over the price target raise it saw today, looks at technical levels to watch, and examines options activity in the name today. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options…

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Fed ‘On Hold’ For First Few 2026 Meetings, Opportunities Abroad Next Year 9:14

35m ago9:14

9:14

Jeff Weniger and Kevin Nicholson discuss the Fed’s path in 2026. Kevin thinks the Fed will be on hold for “the first couple of meetings” next year because they “need to actually see the data.” His base case for 2026 is 8%-12% growth in the SPX and international growth between 0%-10%. Jeff weighs in on “trepidation” around the Mag 7 and shares some …

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McClean: A.I. Driven by ‘Animal Spirits’, META, GOOGL Compelling 8:03

14m ago8:03

8:03

Jeff McClean says that although new inflation has successfully been tapered, older inflation is still hurting the consumer and businesses. He sees “significant winners and losers” in the A.I. trade and says diversification is critical. “Without question” the A.I. trade is being driven by “animal spirits” right now, he cautions. He doesn’t think the…

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Jay Woods’ 2026 Picks: XOM, FDX, ‘Cult Stock’ TSLA 7:01

24m ago7:01

7:01

Jay Woods thinks we’re due for another 10% correction next year, noting that the market tends to see such a pullback every 18 months. He discusses macro catalysts for next year, including a new Fed chair, election turnover, and more. “Something is going on” in the energy sector as Exxon Mobil (XOM) makes new highs despite lower oil prices, he says.…

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‘YouTube Has Become Television’: the Media Shake Up in 2026 7:52

30m ago7:52

7:52

“YouTube has become television.” Stephen Kent thinks the whole media landscape could explode next year as the Street neglects the fact that YouTube is outcompeting streaming services. He calls Netflix (NFLX) “stagnant” and says the whole industry needs a shakeup. He looks at trends in streaming over the year, noting that ad-supported, free networks…

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Ca$htag$: Apple (AAPL) Strong Holiday Season 7:52

37m ago7:52

7:52

Likefolio’s Andy Swan says Apple (AAPL) “looks fantastic” and thinks it saw a strong holiday shopping season. He notes “extraordinarily strong” growth in consumer interest for iPhones, AirPods, and iPads. While Macbooks fell, they had tough comps, he notes. “Is there anything that can stop Apple at this point?” ======== Schwab Network ======== Empo…

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Moser: Small Cap Outperformance in 2026, Likes Biotech Including PCRX, SIBN 6:53

43m ago6:53

6:53

Nathan Moser, Sr. expects GDP to surprise to the upside next year and makes the bull case for U.S. small caps. He especially sees opportunities in biotech and shares several picks, including Pacira Biosciences (PCRX) and SI-Bone (SIBN). “Many of the great medtech companies are eventually acquired,” he notes as well. ======== Schwab Network ========…

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David Wagner’s 2026 Market Theme: 'American Psycho' 8:25

44m ago8:25

8:25

David Wagner disagrees that the market was overconcentrated in 2025, pointing to international equities. He thinks the U.S. will outperform the rest of the world next year. His theme for next year is based on American Psycho: “we want to be psycho” about U.S. stocks, he says, adding that it’s “hard to bet against” the Mag 7. However, he would “barb…

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Microsoft (MSFT) 2026: Azure AI & Corporate Adoption 6:21

1h ago6:21

6:21

Ron Westfall and Evan Feagans dig into Microsoft (MSFT). Evan covers the market worries around its OpenAI investment, while Ron takes a more positive spin on the partnership. Ron highlights their Azure revenue stream for 2026. Evan says it has a “very strong position” in corporate adoption for AI, which he believes is the next leg of growth for the…

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The Big 3: UBER, INTC, OXY 12:15

1h ago12:15

12:15

Mike Shorr and Rick Ducat bring the Big 3: Uber (UBER), Intel (INTC), and Occidental Petroleum (OXY). Mike breaks down the story for each stock and offers example options trades, while Rick charts each name and highlights technical levels for traders to watch. ======== Schwab Network ======== Empowering every investor and trader, every market day. …

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Inside Out: Software Sector Opportunities 8:16

42m ago8:16

8:16

Steve Koenig goes inside out on the software sector, highlighting growing job opportunities and picking some favorite stocks. He likes Autodesk (ADSK), Zscaler (ZS), and Datadog (DDOG), giving each of them Outperform ratings. George Tsilis brings an example options trade for Datadog. ======== Schwab Network ======== Empowering every investor and tr…

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Growth Drivers Changing into 2026, but Double Digit Returns Possible 6:51

32m ago6:51

6:51

Keith Buchanan examines what the rotation out of tech is signaling, arguing that investors are positioning around uncertain policy next year, including the risk that the Fed may not cut rates as much as expected. He thinks the stocks outperforming in financials and healthcare could continue to outperform next year. Keith believes the catalysts for …

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2026 Bond Market Returns May Lag 2025 6:16

34m ago6:16

6:16

The key word from the Fed minutes is “some” members wanted to hold rates where they were, says Charles Schwab's Collin Martin. He anticipates the Fed going on hold for a while, with one or two cuts in 2026. He recaps the great year for the 2025 bond market and believes “returns can be positive again” for 2026, but perhaps not at the same magnitude.…

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‘Positive Signs’ in Jobless Claims, Tailwinds for Solar Energy in 2026 8:15

3h ago8:15

8:15

Kevin Green discusses the “positive sign” in the latest Jobless Claims report and notes how the volatility in the Texas job market is impacting the numbers. KG also covers the strong demand coming out of China for Nvidia’s (NVDA) H200 chips, causing the company to ramp up production. He points out trends to watch in solar energy, charting the TAN E…

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NYE Top Stories: GOOGL Price Target Hike, NKE CEO Buys Shares, Hyatt (H) Hurricane Impact 5:26

14h ago5:26

5:26

George Tsilis covers the biggest stock stories of New Year’s Eve. Alphabet (GOOGL) got a price target hike from Citizens to $385 from $340, citing strength in its search business. Nike’s (NKE) CEO bought about $1M in stock, as a recent filing disclosed, or about 16.4K shares. Hyatt Hotels (H) announced several properties in Jamaica would stay close…

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David Dietze’s Stock Picks for the New Year: FISV, DEO, UNH 9:28

28m ago9:28

9:28

David Dietze thinks double-digit earnings growth will continue next year but is concerned about stock valuations. He looks at commodity prices, noting that an ounce of silver is now worth more than a barrel of oil, an unusual situation. His stock picks include Fiserv (FISV), which he sees “easily doubling” over the next three years, Diageo (DEO), “…

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‘Strong’ Jobless Claim Numbers & Switchups in the Fed 5:42

31m ago5:42

5:42

Kevin Hincks covers the “strong” Jobless Claims number this morning and the fallout from the December FOMC minutes. He thinks the restart of the Fed buying short-term Treasuries is the most important part to watch, along with the factors behind it. He also notes that 2026 reshapes the voting members within the Fed, potentially bringing in more hawk…

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Nova Minerals CEO on Gold Rally 6:23

30m ago6:23

6:23

2025 brought a gold rally and a plan for the U.S. to onshore more of its production and supply chain, and that will continue to ramp up in 2026 according to Nova Minerals CEO Chris Gerteisen. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com…

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Options Corner: NFLX Record Viewership 3:32

15m ago3:32

3:32

After record viewership on Christmas Day driven by the NFL and Stranger Things, Rick Ducat looks at the chart of Netflix (NFLX) and places an example trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - h…

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A.I. Leads to Cloudy Investment Outlook 7:49

28m ago7:49

7:49

How can investors be both optimistic and think the market is overvalued? George Kailas from Prospero.ai says that investors are confused by narratives rather than focused on data driven positioning, which is leading to swings in both directions in market. Kailas says that Alphabet (GOOL), Nvidia (NVDA), Tesla (TSLA) and Meta Platforms (META) will c…

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New Year’s Eve Stock Movers: NVDA, TSLA 14:01

29m ago14:01

14:01

2025 is ending with the S&P 500 gaining double-digits for the 3rd straight year. Kevin Green takes us through the biggest stories of the year, including the ramp up of A.I. spending, gold and silver rallying to new highs, and the latest on Nvidia (NVDA) and Tesla (TSLA). ======== Schwab Network ======== Empowering every investor and trader, every m…

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Chart of the Year: Nvidia in Review 4:20

17m ago4:20

4:20

Nvidia (NVDA) became the first stock to ever cross the $5 trillion market cap this year – Rachel Dashiell takes us through the epic rally and the eventual pullback on the chart. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Dow…

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Tuesday's Final Takeaways: International Outperformance & FOMC Minutes 5:12

37m ago5:12

5:12

Aside from the glimmering silver and gold rallies, Sam Vadas and Alex Coffey discuss other movers in the U.S. and abroad, from reaction to the FOMC December meeting minutes to the outperformance of global markets in 2025. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suita…

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Supreme Court Ruling Could Trigger $100B in Tariff Refunds for American Companies 6:17

39m ago6:17

6:17

Tony Gulotta explains the potential overturning of certain U.S. tariffs by the Supreme Court, a decision that could trigger $100 billion in refunds. He details how refunds would primarily go to American companies as importers of record, with many having tariff-sharing agreements. He outlines the likely process for securing these refunds, noting tha…

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Overlooked Stock: AXTI Taps 24-Year High 6:38

40m ago6:38

6:38

Shares of AXT Inc. (AXTI) hit intraday highs not seen since 2001. The reason? George Tsilis attributes massive recovery to having new value in the AI trade through China, even though AXT is a California-based company. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable …

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Jay Hatfield’s 2026 SPX Target: 8,000 8:14

42m ago8:14

8:14

Jay Hatfield wants the 10-year yield to fall below 4%, which he said would mean the Fed cuts rates below 3%. He had a 7,000 target on the SPX for 2025, and has an 8,000 target for 2026, arguing that AI has to carry the market higher. “Tech’s going to do well,” he says, highlighting names like Amazon (AMZN) and Marvell (MRVL) and eschewing the reall…

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Case That GOOGL 'Cannibalizes AI,' MSFT Better Positioned in Mag 7 7:50

44m ago7:50

7:50

John Freeman expects the AI race to continue full speed in 2026. He points to ChatGPT as a sign of what's to come. As far as companies he believes to invest in now, John says Microsoft (MSFT) is better positioned compared to Alphabet (GOOGL). Similarly, Cory Johnson argues Google "cannibalizes AI" as the mega cap risks future profits on its search …

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Technical Tuesday: SPX, SMNEY & Crude Oil 5:32

1d ago5:32

5:32

The SPX "has been the central focus of everything we've been talking," says Charles Schwab's Ben Watson. He urges investors to keep their sights on the horizon for the index. He turns to the energy space in Siemens Energy (SMNEY) and crude oil futures to explain why the energy sector is one to watch for 2026. ======== Schwab Network ======== Empowe…

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Stablecoins Creating New Demand for Gold, What is Next Demand Wave? 9:21

1h ago9:21

9:21

Greg Orrell notes stablecoins are a new, significant source of demand for gold as the precious metal keeps climbing. “What will be the next demand side to the gold market?” he asks, arguing that he doesn’t see selling catalysts. He explains why investors should consider gold a hedge against “poor policy.” Greg also looks at the health of gold minin…

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Triick: Fed Moving Towards 3%, How That Impacts Mortgages 5:47

12m ago5:47

5:47

Clayton Triick covers the latest FOMC minutes, noting that dissent is “not too far apart” from what the market anticipated. He thinks the Fed will continue to move towards 3% in 2026, which is “very supportive” for markets. Focusing on fixed income, he thinks active bonds will outperform and securitized credit is attractive. He thinks the housing m…

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NVDA Groq Acquisition Turns Pages in Big Tech's 'New Playbook' 7:42

14m ago7:42

7:42

Hatem Dhiab says Nvidia's (NVDA) $20 billion acquisition of Groq shows "the new playbook" in Big Tech. He explains that the company adding arms to its AI reach through mergers and acquisitions is just the tip of the iceberg. Hatem compares Nvidia to Alphabet (GOOGL) as the Mag 7 leader expands into the software industry. ======== Schwab Network ===…

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Google Gemini & YouTube: GOOGL Digital Fortresses to Fend Off ChatGPT 9:00

15m ago9:00

9:00

ChatGPT stands as the biggest AI chatbot, but LikeFolio's data shows a closing gap. Landon Swan says Alphabet's (GOOGL) Gemini grew over 300% year-over-year compared to GPT's 87%. He explains how Alphabet is getting the word out on Gemini as the stock soars off April lows. Landon later talks about another digital fortress Alphabet has under its thu…

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OpenAI, SpaceX, Anthropic & Mega Names to Dominate 2026 IPO Market 7:34

5m ago7:34

7:34

Dean Quiambao says the mega-IPOs next year will dominate investor focus, forcing smaller companies to get creative. “You’ve got to have strong growth, you’ve got to have path to profitability.” He thinks 2026 could be the “breakout” for IPOs after a 2025 “rebound.” Companies that could IPO in 2026 include OpenAI, SpaceX, Kraken, Anthropic, and more…

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Bruno: How Banking Can Catch up to Fintech 5:59

7m ago5:59

5:59

Philip Bruno argues that banking needs to catch up to fintech companies, possibly through mergers and acquisitions. He expects increasing consolidation and divestitures in 2026, though more among the regionals and smaller players than the giants. He thinks wealth management and new geographies will be a focus for deals. He discusses how stablecoins…

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The Big 3: JNJ, SNDK, TWLO 9:28

8m ago9:28

9:28

Healthcare, storage chips, and software adding AI integration take the focus of Tuesday's Big 3. Jenny Horne and Rick Ducat turn to technical analysis in Johnson & Johnson (JNJ), SanDisk (SNDK), and Twilio (TWLO). ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for …

1
Jon Najarian on 2025's Resilience, Silver's Stunning Rally & Tech Weakness 11:28

10m ago11:28

11:28

Market Rebellion's Jon Najarian calls 2025 the year of "resilience." He points to it being a good year for investors that stayed in the market all year, and a great year for those who bought the April dip. He goes over how consumer spending played a role in the resilience story. One asset Jon's had his eyes on: silver, which he says is now the thir…

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2026 Portfolio Positioning: Big Tech, Underappreciated Stock & Sectors to Watch 6:09

12m ago6:09

6:09

With a couple days left in 2025, Charles Schwab's Joe Mazzola reflects on the year to determine how investors should position themselves for 2026. With AI expected to remain a big theme, he urges investors to look under the surface for other stocks and sectors with potential to outperform. ======== Schwab Network ======== Empowering every investor …

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Next Week’s Economic Data Will ‘Set the Course’ for the Fed 7:07

37m ago7:07

7:07

Ben Emons discusses the potential implications if the Supreme Court allows President Trump to fire Fed members. Next week’s economic data will “set the course” for the Fed, he adds. He examines the swing moves in gold and silver and points out potential catalysts for the metals. Ben also looks at Bitcoin and the potential threat AI poses to its enc…

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KG: Bracing for FOMC Minutes, Metal Rally & XLE's Bullish 2026 Set-Up 7:30

31m ago7:30

7:30

Kevin Green catches investors up to speed on the latest round of economic data through the Case-Shiller home price index and Chicago PMI. However, he points to the FOMC minutes hitting the wire Tuesday afternoon as the most important market mover. Beyond metals, KG sees crude oil as the day's biggest commodity mover as geopolitical tensions flare a…

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AI Trends to Watch in 2026: M&A, Infrastructure & More 7:31

33m ago7:31

7:31

Marcus Bodet expects AI strength in 2026, including in sectors like infrastructure. He thinks M&A activity will pick up into the first half of next year, especially from hyperscalers like Meta Platforms (META) or Alphabet (GOOGL). He’s focusing on the “core businesses” for AI as the sector gets busier. He doesn’t believe in an AI bubble, arguing th…