Best Jack BC Podcasts (2026)

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Phil Rosen’s Bullish Case for Latin American Markets & Multiple Fed Rate Cuts 7:32

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8m ago7:32

7:32

“The market is extremely optimistic” despite what Phil Rosen terms a “black swan” event in Venezuela. “I think we’ll see some choppy trading” with the oil giants in the coming weeks, he says, but argues that the world might be happy to see a capitalist government in the country. He’s watching Latin American stocks, especially the iShares Latin Amer…

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Crypto Corner: Big Shift in Big Banks, BTC & XRP Pricing to Start 2026 9:45

26m ago9:45

9:45

Charles Schwab's Nathan Peterson joins the first Crypto Corner of 2026 to highlight the latest trends in big banks and their move into cryptocurrencies. He highlights how these firms are switching the green light on for wealth advisors to talk to clients about crypto while Morgan Stanley (MS) seeks to launch Bitcoin and Solana ETFs. Nate later turn…

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Wednesday's Final Takeaways: Big Bank Downgrades, INTC & MSTR's Big Wins 4:53

25m ago4:53

4:53

While memory stocks largely pulled back on some of Tuesday's strength and analysts hit big banks with downgrades, Marley Kayden and Sam Vadas turn to wins elsewhere on Wall Street. Among them: Intel's (INTC) CES 2026 rally and Strategy (MSTR) being allowed to stay on the MSCI global indices. ======== Schwab Network ======== Empowering every investo…

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Housing Shortage: The Real Culprit Behind Affordability Issues 6:03

32m ago6:03

6:03

Following the Trump administration's comments on home ownership, Brad Hunter explains that institutional investors own a negligible percentage of single-family rental homes in the U.S. and are not the cause of housing affordability issues. He attributes the problem to a significant undersupply of homes, estimated at 1.5 to 2 million units, assertin…

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Overlooked Stock: UMC's "Value Play" in AI 7:47

13m ago7:47

7:47

United Microelectronics (UMC) hit a 52-week high, rallying almost 10% on Wednesday's session after posting 2.3% year-over-year growth. As George Tsilis explains, the AI chip fabricator's unique positioning in the tech trade gave bulls more incentive to run. He makes comparisons in UMC to TSMC (TSM) and ASML Holding (ASML) as the company works on bu…

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MU Muscles New Record High in Memory Chip Pullback 5:33

31m ago5:33

5:33

Memory storage chips traded lower on Wednesday's session, but Micron (MU) briefly tapped yet another new all-time high before a pullback. While Rick Ducat notes Micron's massive move higher in the last 12 months, he shows its gains still don't exceed those in Seagate (STX) and Western Digital (WDC). His technical analysis shows the bearish and bull…

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Tech Gobbling Up Space in Commercial Real Estate 6:46

33m ago6:46

6:46

Liz Hart covers the commercial real estate sector. She sees optimism ahead, saying demand is higher than markets think. The tech industry was a big growth sector last year, and she anticipates the same this year. The South has performed well, and she highlights other cities seeing a boom. However, when properties are hard to move, they’re “very har…

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2025 Open/Close Ratio for ETFs Jumps 6:46

35m ago6:46

6:46

Jillian DelSignore of Nasdaq looks under the hood on ETFs, examining the open/close ratio of funds. She notes that the ratio of opens to closures of ETFs jumped to 5.4 from 2.2 between 2023-2025. Innovation and newer, smaller players are part of the reason why funds are closing, and she considers it healthy for the industry. She discusses how activ…

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Finding 2026's AI Winners & Losers in Memory Chips & Data Centers 7:54

39m ago7:54

7:54

While he believes we're in the early stages of AI, Nitin Sacheti says investors should be selective on which companies they invest in. Among his anticipated winners, Nitin likes Micron (MU), Western Digital (WDC), and other memory chips. His top picks include Cogent Communications (CCOI) and Golar LNG (GLNG) as under-the-radar construction and ener…

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Jack Ablin’s Small Cap Picks: INVA, HLIT 7:44

23m ago7:44

7:44

Jack Ablin is positive on the markets but notes that historically, midterm election years aren’t “great.” However, he emphasizes that most of consumer spending now comes from the upper echelons. He notes that AI driving up electricity prices is hurting the lower end. His stock picks right now include the small caps Innoviva (INVA) and Harmonic (HLI…

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‘Huge Amount of Enthusiasm’ for 2026 IPO Market, But ‘Caution’ Warranted 7:12

25m ago7:12

7:12

The 2026 IPO market is heating up: John Jannarone and Evan Schlossman break down what to expect. John anticipates debuts from Kraken and OpenAI, while Evan is also watching Canva. Other expected names are Anthropic, Databricks, Huntress, SpaceX, and more tech companies. “We’re seeing a huge amount of enthusiasm from investors,” Evan says. John note…

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Ca$htag$: Delta Airlines (DAL) Leading Airline Profitability 9:10

15m ago9:10

9:10

Likefolio’s Andy Swan agrees with analysts raising their prices targets on Delta Airlines (DAL), calling it the “clear leader in the space.” Delta’s web visits are up 7% year-over-year, and Andy notes their success with premium upgrades and profitability. Southwest Airlines (LUV) and American Airlines (AAL) need to catch up, he adds. ======== Schwa…

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‘Humans Remain the Fossil Fuel of Growth’: Outlook for the Labor Market 4:52

22m ago4:52

4:52

Joe Galvin and Cory Stahle break down the ADP jobs data and preview Friday’s employment report. Cory sees the report as a “yellow flag” and says it is clear the labor market is adding progressively fewer jobs. He also notes that the labor pool could be shrinking due to age and immigration policies, changing what makes a “good report.” Joe notes tha…

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Dickens: NVDA & Big Tech Show Physical AI as Tech's Next Step 7:29

25m ago7:29

7:29

CES 2026 offered an array of new technology to showcase from industry giants like Nvidia (NVDA), AMD Inc. (AMD), Intel (INTC), and many others. Steven Dickens says it all points to what he considers a clear picture: AI is here to stay. He talks about his CES 2026 experience and explains how physical AI like robotics and autonomous driving will serv…

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The Big 3: XRT, MRK, CAT 14:11

28m ago14:11

14:11

TheoTrade's Don Kaufman is bullish on the SPDR E&P Retail ETF (XRT) and Caterpillar (CAT), but tilts bearish on Merck (MRK). He explains his stance on today's Big 3 and offers example options trades for each. Rick Ducat shows bearish and bullish trends in the charts. ======== Schwab Network ======== Empowering every investor and trader, every marke…

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Comparing NVDA & AMD at CES 2026, Finding Undervalued Tech Opportunities 7:28

2h ago7:28

7:28

"The companies brought their boxing gloves out" for CES 2026, says Logan Gilland. He notes clear distinctions in Nvidia (NVDA) and AMD Inc.'s (AMD) presentations and how each can etch out a win from CES. However, when it comes to investments, he believes Wall Street is pricing in "complete perfection" for semiconductors and urges investors to look …

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Urano: Economic Tailwinds Shaping Bullish 1H26 Around the World 7:37

41m ago7:37

7:37

2025 was about policy changes, 2026 is about how the economy will respond, says Thomas Urano. He thinks tailwinds remain and is “optimistic” about the first half of 2026. He thinks Treasury markets will struggle with “two masters” as the Fed’s path remains uncertain; for credit, he says investors should be careful about where they’re looking for yi…

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Preparing Defensive Strategies in Case of ‘Lightning Speed’ Dips 8:17

1h ago8:17

8:17

John Grace thinks investors are lacking defensive strategies amid the bull market, warning that down moves can happen with “lightning speed.” He describes how he sets up his own defense strategies to limit losses, including using active management and “greater diversification” like international equities. John looks to the past to help decide portf…

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Guidance Critical in STZ Earnings Amid GLP-1 & Gen Z Headwinds 8:50

11h ago8:50

8:50

Peter Andersen believes investors won't be as focused on the quarterly earnings Constellation Brands (STZ) releases Wednesday. He sees guidance as the critical figure. Signals of beer sales bottoming and signs that customers are buying more alcohol are what Peter expects will lift the stock. However, he says that's "a tall order to fill" for the be…

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Analysts Step Down from Deckers Bull Camp, Options Trade for DECK 6:37

1h ago6:37

6:37

Deckers (DECK) received a pair of downgrades from Baird and Piper Sandler as analysts question the outlook for its Hoka brand. Marley Kayden walks investors through the downgrades while Prosper Trading Academy's Scott Bauer offers an example options trade for the athleisure stock. ======== Schwab Network ======== Empowering every investor and trade…

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Tom Bruce on AI, Spending & Rate Risks to 2026 Markets 5:26

1h ago5:26

5:26

Tom Bruce is optimistic about growth accelerating in 2026. AI is displacing a part of the workforce “we’ve never seen before,” and the slower it is integrated, the less disruption there will be. He thinks we need at least 5 years to roll out AI across the economy. He argues that most of American spending is based on the “wealth effect,” and a bear …

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Gauging Venezuela's Impact on Oil & U.S. Private Payrolls 8:05

1h ago8:05

8:05

Charles Schwab's Kevin Gordon notes the 50 million barrels of oil the U.S. will reportedly hold for Venezuela is "not economically significant" for the U.S. As for the U.S. jobs picture, he talks about the dynamic creating a unique cycle in private payrolls. Cooper Howard says the "no hire, no fire" mentality can drag yields lower and eventually le…

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Cautious Optimism for 2026: Fixed Index Annuities for Turbulent Markets 6:19

6m ago6:19

6:19

Ty J. Young expresses cautious optimism for the 2026 market, citing falling inflation and energy prices, and expected Federal Reserve interest rate cuts. Young anticipates significant market volatility and potential pullbacks. He also offers a skeptical view on gold as an efficient investment, despite its historical role as an inflation hedge. ====…

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Lithium Spike Behind ALB Upgrade, FSLR & DECK Downgrades 5:13

9m ago5:13

5:13

A spike in lithium prices led Baird to issue an upgrade for Albemarle (ALB). Diane King Hall notes the slight uptick in shares for the stock and talks about how this story applies to the metal rally seen in recent months. On the other end of the analyst spectrum, Jefferies issued a downgrade for First Solar (FSLR) while Piper Sandler downgraded Dec…

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"No Fire, No Hire" Private Payrolls Trend Continues, Venezuela Giving U.S. Oil 6:39

27m ago6:39

6:39

"No fire, no hire" continues to be the mantra of the labor market, says Kevin Hincks. The latest private payrolls print showed 41,000 new jobs in December. When it comes to the Fed, Kevin Hincks says the trend for interest rates is lower, it's just a matter of when. He also talks about headlines surrounding President Trump and comments that Venezue…

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Tariffs, Core Audience & Brand Consistency: STZ Metrics to Watch in Earnings 7:15

21m ago7:15

7:15

Constellation Brands (STZ) reports earnings after Wednesday's closing bell with Wall Street pricing in a double-digit decline. Through her social media analysis, Tsvetta Kaleynska says beer dominates discussions around Constellation Brands, noting brand consistency as a strength for the company. She believes analysts need to pay attention to how ta…

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Options Corner: XYZ Upgrade Boosts Bullish Momentum 5:10

17m ago5:10

5:10

BNP Paribas upgraded Block (XYZ) to outperform from neutral. While it gave shares got a boost, Rick Ducat notes the long recovery ahead for the stock after it vastly underperformed the SPX in 2025. As he shows key levels to watch in Block, Rick also notes options activity to highlight where traders expect price action to turn. ======== Schwab Netwo…

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Brusuelas: Private Payrolls 'Underwhelming,' FOMC Little Appetite to Cut Rates 7:48

15m ago7:48

7:48

Joe Brusuelas calls the private payrolls uptick "underwhelming" after showing 41,000 hires for December. He says he talked with company executives who hold "hesitation" of adding new positions until AI shows long-term returns on investment. As for the Fed, Joe doesn't see appetite for an interest rate cut for the next few months. ======== Schwab Ne…

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Chart of the Day: LOW Barclays Upgrade 2:58

32m ago2:58

2:58

Barclays helped build a bullish foundation for Lowe's (LOW) after issuing an upgrade for the stock. Charles Schwab's Rachel Dashiell takes investors through the short and long-term chart analysis for Lowe's to show where shares can regain traction. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to…

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CES 2026 Re-Energizes AI Trade, Sets "Second Derivative" Tech Plays in Focus 6:27

13m ago6:27

6:27

Markets experienced a tech-led rebound to kick off the first full trading week of the year. Chris Versace points to CES 2026 as the key catalyst, noting the wealth of AI, robotics, and autonomous driving updates revving up investor confidence. He believes we're still "very early" in AI adoption, expecting "second derivative" companies in the trade …

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Encounters With Creeps - Volume 31 (with Lindsey Hirtreiter Updates) 1:00:58

5m ago1:00:58

1:00:58

In Encounters with CREEPS, Canadian Gothic listeners are invited to share their unsettling experiences with the many CREEPS lurking in everyday life. In this episode, Jordan and Madelayne unpack the 31st volume of your Encounters with CREEPS. This time we’ve got CREEPs at HMV in Ottawa, a CREEP who leaves CREEPy souvenirs at Bluenotes in Fredericto…

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Crude Bearish, Precious Metals Bullish: Strategies for 2026 6:31

5h ago6:31

6:31

Sal Gilbertie offers a decidedly bearish outlook on crude oil. Conversely, Gilbertie is bullish on precious metals, looking at buying dips in gold, silver, platinum, and palladium. He highlights strong central bank demand for gold, which he believes creates a fundamental floor for prices, even if interest rates remain elevated. He also points to th…

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Tuesday's Final Takeaways: Metals & International Stocks Soar 5:17

6h ago5:17

5:17

Beyond stocks tied to AI memory chips and oil, Marley Kayden and Sam Vadas talk about under the radar movers in international stocks, gold, and silver. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https:…

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Overlooked Stock: BC Hits 52-Week High Following Upgrade 6:26

7h ago6:26

6:26

Brunswick (BC) started off 2026 strong thanks to an upgrade and price target hike from Jefferies. George Tsilis talks about the technology catalyst boosting optimism for the boat manufacturing company. As George explains, Brunswick is also riding on smooth tides when it comes to financials and its business plan. ======== Schwab Network ======== Emp…

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TSLA Tumbles as NVDA Takes Wheel in Autonomous Driving at CES 2026 6:20

6h ago6:20

6:20

Nvidia (NVDA) hit the gas in the autonomous driving space. The Mag 7 giant announced multiple partnerships with companies specialized in the technology, posing new challenges to Tesla's (TSLA) self-driving ambitions. Rick Ducat analyzes Tesla's underperformance compared to the SPX and FSD peers in BYD Co. (BYDDY) and XPeng Inc. (XPEV) while highlig…

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Oshkosh (OSK) CFO on CES 2026 & Real-World AI Applications 8:14

6h ago8:14

8:14

Matt Field, CFO of Oshkosh (OSK), joins to discuss what they’re bringing to CES 2026. Oshkosh builds vehicles like garbage and fire trucks and is integrating AI and electrification. He discusses features like “refuse detection” that helps sort recyclables from trash and other real-world applications. Matt talks about how they use an autonomous plat…

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Bull Case for Defense Stocks: LMT, LHX, AMTM 7:49

7h ago7:49

7:49

Christopher Davis and Ben Emons cover the defense sector. Ben says defense is the “name of the game,” arguing that the “Donroe Doctrine” creates more demand from companies like RTX (RTX) or Lockheed Martin (LMT). He thinks that the U.S. will boost its military presence in Greenland. Christopher thinks investors should be watching which companies in…

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Technical Tuesday: SPX, RIVN, ISRG 6:12

7h ago6:12

6:12

Kevin Horner’s Technical Tuesday covers the S&P 500 (SPX), Rivian (RIVN) and Intuitive Surgical (ISRG). On the S&P 500, he highlights the 50-day moving average as a place to watch and expects a bullish tilt. Rivian has a “really great report” in early November and rallied 80%, breaking $20 for the first time. Kevin points out what to watch to the u…

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Gabelli Funds Launches Sports & Entertainment ETF (GOLS) 6:08

7h ago6:08

6:08

Chris Marangi of Gabelli Funds discusses the launch of their sport and entertainment ETF (GOLS). He says the interest in experiences over things and the durable interest in sports are behind their thesis. He calls sports the “anti-AI play” and notes that sports teams have provided strong returns over the last few years. Along with sports, the fund …

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Kevin Mahn’s 2026 Picks: FIX, DUK, LHX & More 7:01

7h ago7:01

7:01

Kevin Mahn thinks the market can see another year of double-digit growth, arguing spending and Fed rate cuts will buoy the market. However, midterm elections could offer a twist. Unless the labor market “really starts to rattle,” he foresees only two rate cuts at most in 2026. His picks now include Comfort Systems (FIX), Duke Energy (DUK), NextEra …

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Defense's 'Balancing Act' & 2026 Opportunities in the Sector 6:50

8h ago6:50

6:50

Tony Bancroft's takeaways from 2025 flow into 2026: strong defense spending and geopolitical uncertainty will lift defense stocks. He expects shipbuilding and aircraft companies to see significant upside in the new year. Nicolas Owens argues most stocks in his watchlist are "fairly valued" or "fully valued," though projects "healthy" growth in 2026…

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Navigating CES 2026: NVDA AI Advancements, INTC Comeback & AMD's Push 6:10

1d ago6:10

6:10

Investors have the chance to "watch the sausage being made" at CES 2026, says Olivier Blanchard. He talks about the highlights he's seen so far, from Nvidia's (NVDA) push in robotics and robotaxi, to Intel's (INTC) "comeback story." As for AMD Inc. (AMD), Olivier says the company is in a "really great position" to capitalize on AI tailwinds. ======…

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Boom Before Bust? MU, WDC & SNDK Lead Memory Chip Rally 5:56

8h ago5:56

5:56

Memory storage chip stocks like Micron (MU), Western Digital (WDC), and SanDisk (SNDK) continue to surge as the need to store AI data accelerates. Marley Kayden explains how reports of SK Hynix and Samsung price increases, paired with training AI models off Nvidia (NVDA) chips, help power robust investor optimism. She weighs the question: can these…

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AMZN "Master at Execution:" Ads & AWS Behind "Infinite Hold" Bull Case 12:15

8h ago12:15

12:15

LikeFolio's data shows Amazon's (AMZN) advertising revenue closing the gap between it, Alphabet (GOOGL), and Meta Platforms (META). Landon Swan credits the Mag 7 giant as a "master of execution" behind its evolving advertising strategy and its AWS cloud platform. Both factors make Amazon an "infinite hold" for LikeFolio. ======== Schwab Network ===…

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Catalysts for Gold in 2026: All-Time Highs Again? 7:03

8h ago7:03

7:03

Joe Cavatoni covers the catalysts in the gold market as the metal nears all-time highs once again. While geopolitics are affecting the price, he thinks underlying economic conditions are the true bullish driver. A new Fed Chair could change everything, and he’s closely watching monetary policy around the world. Joe explains how U.S. debt worries ar…

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The Big 3: AAPL, ORCL, IBM 14:21

8h ago14:21

14:21

Jessica Inskip talks all about tech on today's Big 3. She labels Apple (AAPL) as her top stock pick for 2026 due to its potential to become a quiet but strong AI winner. Jessica notes Oracle's (ORCL) steady growth story and IBM Corp.'s (IBM) extended infrastructure reach as positives. Rick Ducat dives into the bullish and bearish trends to watch in…

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Siddell: U.S. GDP Growth Between 3%-4%, Pullbacks are Buying Opportunities 7:10

8h ago7:10

7:10

Ed Siddell expects 2026 U.S. GDP growth between 3%-4%. He thinks we could see a market correction that would create opportunities for investors. He anticipates a pullback in gold and silver as the dollar climbs, which he calls a chance to buy in. Ed is “very bullish on small caps,” anticipating rates to stay steady going forward. He covers potentia…

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"Year of Tokenization" in Crypto, Bitcoin's $108K Signal & Altcoins Gaining Support 7:02

11h ago7:02

7:02

Martin Leinweber calls 2026 the "year of tokenization." While he doesn't see Bitcoin having a vastly bullish year, he expects companies supporting it and the blockchain to see substantial rallies. Martin adds that broadening strength in altcoins add to upward momentum. As for Bitcoin, he tells crypto investors to eye $108,000. George Tsilis turns t…

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Vera Rubin, Alpamayo & Other NVDA AI Announcements at CES 2026 7:18

11h ago7:18

7:18

Marley Kayden covers Nvidia’s (NVDA) CES 2026 announcements, including their Alpamayo open AI model for autonomous vehicles, Vera Rubin platform, and more. Tim Biggam offers an example options trade on NVDA. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all in…

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Expect "New Leaders" to Emerge in Markets, Congress Seeks Answers on Venezuela 6:37

11h ago6:37

6:37

New leaders can emerge from markets in 2026, says Charles Schwab's Joe Mazzola. He urges investors pay attention to industrials as markets experience broad strength. However, Joe points out that Nvidia (NVDA) continues to muscle leadership with its CES 2026 headlines. Mike Townsend calls the U.S. capture of Venezuela's president a "big, big deal" f…