Best Rated BA Podcasts (2025)

1
High-End Consumer Drives Holiday Spend, Retail ‘Arms Race’ 7:50

Play Pause

37m ago7:50

7:50

“The high-end consumer’s going to drive the spend this holiday,” says Charlie O’Shea, citing anecdotal evidence of long lines even in the cold. The question is what will happen on the lower end, he adds. He covers the “arms race” of Amazon (AMZN) free shipping and its avoidance of brick-and-mortar vs Walmart (WMT) and Costco (COST). He thinks Targe…

1
NFLX Faces Increased Competition Heading into 2026 10:30

18m ago10:30

10:30

LikeFolio's Landon Swan shows what he considers eye-opening statistics for Netflix (NFLX) interest from consumers compared to its competition. His firm's data found that HBO Max, Disney Plus and Paramount+ are seeing more interest from viewers, despite Netflix's NFL Christmas Day slate and its move into more live events. ======== Schwab Network ===…

1
META's $75B AI Bet: Patience and Metrics for 2026 Investors 9:29

18h ago9:29

9:29

Dave Nicholson and Ali Mogharabi dive deep into Meta Platforms (META) and the company's substantial capital expenditure in A.I. They question whether the $75 billion investment will pay off and if Meta has overspent. They also compare Meta Platforms' A.I. strategy with Alphabet (GOOGL), highlighting their differing approaches and the competitive la…

1
The Big 3: TSLA, LULU, SLV 13:03

19h ago13:03

13:03

Today's Big 3 include Tesla (TSLA), Lululemon (LULU), and iShares Silver Trust ETF (SLV). Rick Ducat discusses the technical trends of these names, while TheoTrade's Don Kaufman gives further insight and discusses options trades. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are n…

1
Playing the Long Game: Housing Market Moves Towards Balance in 2026 5:23

19h ago5:23

5:23

Frances Katzen spotlights the housing market and a “slow trend of rebalance” into 2026. She thinks market demand and buyer decisiveness are “coming to terms” with higher mortgage rates. However, supply is still too tight. Frances gives her insight into the luxury New York real estate scene, saying people are playing the long game in NYC. ======== S…

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Pete Najarian’s 2026 Picks: C, GOOGL, CAT 8:35

19h ago8:35

8:35

Pete Najarian calls this market rally “the most hated” and explains why. Earnings have been the saving grace. He shares picks for next year, including financials, particularly Citibank (C), Alphabet (GOOGL), and Caterpillar (CAT). ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are …

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INTC Slides on NVDA Testing Halt 4:40

20h ago4:40

4:40

Marley Kayden discusses how Intel (INTC) shares dip after Reuters reports that Nvidia (NVDA) has halted testing of Intel's chip manufacturing process. Scott Bauer offers an options trade, and he argues that the market's muted reaction to the news suggests a buying opportunity, rather than a cause for concern. ======== Schwab Network ======== Empowe…

1
Crude Oil Risk Still to Downside, Long Gold a ‘Dangerous Bet’ 7:38

20h ago7:38

7:38

Carley Garner explains what’s behind this week’s strength in crude oil, noting that “almost every year” crude oil generally sees its own Santa Claus rally as well. She sees resistance around $61 from a technical perspective and says the risk is to the downside. The season is “very ripe” for a big sell-off in the new year, she adds. Carley also cove…

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2026 set up for Continuation Rally 8:57

20h ago8:57

8:57

In Wednesday's shortened trading day, Kevin Green examines the weekly Jobless Claims and trends in the housing sector with the release of the MBA Mortgage Application data. Stocks hit new highs this week, setting up a possible continuation of the market rally into 2025. Green also flags possible concerns for markets next year, with rate cuts possib…

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It’s Not Just Rates: Why the Fed Balance Sheet is Critical for 2026 10:39

20h ago10:39

10:39

Barry Knapp gives his outlook for rates in 2026 and explains how the Fed’s policies have affected housing affordability and inflation. It’s more than just rate decisions, he notes, their balance sheet has huge implications for the economy. He explains how relaxing banking regulations is key to the Fed’s plans. ======== Schwab Network ======== Empow…

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Christmas Eve Movers: KBH, LMT, BA, NKE 5:15

21h ago5:15

5:15

KB Home is downgraded by Raymond James, Lockheed Martin (LMT) and Boeing (BA) get expanded Pentagon contracts, and Apple CEO Tim Cook buys $3M of Nike (NKE) shares. Diane King Hall has the latest on each stock after the opening bell at the New York Stock Exchange. ======== Schwab Network ======== Empowering every investor and trader, every market d…

1
Impact of Extended Trading Hours 9:34

21h ago9:34

9:34

As stock exchanges begin the process of expanding trading hours, Jonathan Corpina of Median Equity Partners gives the pros and cons of markets moving to overnight trading, including liquidity, volatility and volume. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - h…

1
S&P 500 at New High Entering Christmas 4:48

21h ago4:48

4:48

In Wednesday's half-day of trading, Kevin Hincks looks at the latest weekly Jobless Claims and MBA Mortgage Application data, and what it could mean for the overall economy. Gold and Silver futures continue to rally, while crude is rebounding as the U.S. sends more troops to the Caribbean in an escalation with Venezuela. ======== Schwab Network ===…

1
Options Corner: Intel (INTC) Falling 6:07

22h ago6:07

6:07

Shares of Intel (INTC) are falling after a Reuters report that Nvidia (NVDA) has stopped testing one of its new chips. Rick Ducat looks at the technical levels on the Intel chart after this year's big rally, and Tom White places an example trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to t…

1
Would not be Surprised to see Significant Correction in 2026 6:24

22h ago6:24

6:24

While markets seem to have moved past the headlines that drove volatility early in 2025, the rallies in Gold and Silver show that there is reason for concern amid the broader market. Randy Carver says that a mid-term election year will lead to uncertainty that could spook markets, as seen in the market declines in 2018 and 2022, and more volatility…

1
7000 Level in Sight for S&P 500 7:36

22h ago7:36

7:36

A Santa Claus rally could be on the cards as the S&P 500 comes off its 38th all-time closing high of 2025. Kevin Green discusses the technical setup for stocks in the final days of trading in 2025, with resistance at 6920 and support at 6885. He also takes a look at Nike (NKE), which is higher after Apple CEO Tim Cook bought $3m of shares. ========…

1
Holiday Season Demand at WMT & AMZN 8:38

22h ago8:38

8:38

Investors are entering the holiday season with less tolerance for risk. Tsvetta Kaleynska from Rila Global is watching the latest developments at Walmart (WMT) as it expands its A.I. implementation and its expanding global ad business, and the latest consumer signals from Amazon (AMZN) show that consumers view it as a functional retailer. ======== …

1
Chart of the Day: MSFT Technical Levels 3:24

22h ago3:24

3:24

Kevin Horner looks at the chart of Microsoft (MSFT) to close out the year, which has rallied over 15% in 2025. Horner examines the recent decline in the stock, with the $485 the key level in the short term, and the $500 level on the longer chart. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to t…

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Tuesday's Final Takeaways: Gold/Silver High, Weight Loss Pill Approved, Bitcoin Pulls Back 4:19

1d ago4:19

4:19

Marley Kayden and Jenny Horne discuss their takeaways for today. They discuss economic data, as well as gold and silver hitting new highs. They also note that the FDA approved a Wegovy weight loss pill. They then highlight that Bitcoin pulled back. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to…

1
Warning Signs in Private Credit 8:11

1d ago8:11

8:11

Len Tannenbaum discusses trends to watch in private credit. He discusses the fall in private credit and warning signs investors should watch out for. He says, "in the medium term [private credit] could be challenged." ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter -…

1
Overlooked Stock: Applied Optoelectronics 6:11

1d ago6:11

6:11

AAOI surged to a new 52-week high this week as demand for data centers continues. George Tsilis breaks down the company's growth in sales across. George Tsilis breaks down the company's different business segments and how its data center business is helping it grow sales 82% year-over-year. ======== Schwab Network ======== Empowering every investor…

1
Reddit named top pick at Needham 5:02

1d ago5:02

5:02

Needham thinks that Reddit (RDDT) is set to surge in 2026, putting a $300 price target as it added the stock to its "Conviction Buy" list. Rick Ducat analyzes the stock's recent performance and options data surrounding Reddit. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute new…

1
Portfolio Planning for 2026 11:06

1d ago11:06

11:06

With the Fed expected to cut rates at least once in 2026, Sam Reid from River Canyon discusses the role that structured credit can play in a portfolio, including strategies of long vs short duration strategies. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https:…

1
All Eyes on Inflation in 2026 7:58

1d ago7:58

7:58

The data disruption due to the government shutdown means that investors are uncertain on what data points the Fed will be factoring in and discounting according to Marta Norton of Empower. The biggest factor to watch will be the inflation picture, and Norton says that if inflation continues to fall, there could be more rate cuts than expected next …

1
Economic Outlook: Fed Risk & Low Labor Market 8:56

1d ago8:56

8:56

William Lee and Rick Pederson discuss the U.S. economic outlook. Lee notes strong GDP productivity, a weakening labor market, and Fed policy risk. Pedersen highlights that core inflation is elevated and fewer fed cuts. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter …

1
Technical Tuesday: SPX, AVGO, ONON 6:12

1d ago6:12

6:12

Charles Schwab's Kevin Horner looks at today's technical trends. He discusses the S&P 500 (SPX), Broadcom (AVGO), and On Holding (ONON). ======== 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://apps.apple.co…

1
Signs of a Soft Landing in 2026 9:22

1d ago9:22

9:22

Inflation is becoming less of a concern in recent data and shows that there is resilience in the economy headed into 2026 according to Ted Thatcher from Bright Lake Wealth Management. Thatcher thinks that we have seen the worst impacts of the tariffs and that the government shutdown will not have long-term impacts on the direction of the Fed and th…

1
'Fed has Taken Their Eye off the Ball' 6:37

1d ago6:37

6:37

A steepening yield curve shows that the Fed's shift to focusing on employment rather than inflation may be premature, according to Dean Smith from FolioBeyond. Smith thinks that there are opportunities in the credit market in 206, with a still strong economy, and that spreads will begin to widen. ======== Schwab Network ======== Empowering every in…

1
Hollywood and the Holidays 7:15

1d ago7:15

7:15

After underperforming for much of 2025, Hollywood is seeing strong holiday box office results with the release of Zootopia 2, Avatar: Fire and Ash and Wicked: For Good, according to Seth Schachner from StratAmericas. In addition to the recent box office buzz, Seth examines the latest on the bidding war between Netflix (NFLX) and Paramount Skydance …

1
Consumer Confidence Dives While Spending Soars 7:53

2d ago7:53

7:53

Sucharita Kodali and Owen Carr dissect the U.S. consumer landscape, noting a peculiar divergence: declining confidence juxtaposed with robust spending. They observe a shift towards lower-priced goods, especially in e-commerce, while "buy now, pay later" schemes see explosive growth. Both eye 2026, with Carr predicting a strong start despite underly…

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Sectors Poised for Growth: Tech, Cloud, and Energy Lead the Charge in 2026 8:23

2d ago8:23

8:23

Aquiles Larrea outlines sectors to avoid and those poised for growth in 2026. He expects continued resistance in retail and homebuilders, citing tariffs and immigration policies. Conversely, he sees significant opportunity in technology beyond A.I., specifically in cloud storage, commercial properties, and the energy sector, particularly nuclear po…

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Big 3: META, GOOGL, ORCL 13:30

2d ago13:30

13:30

Jessica Inskip, Director of Research at StockBrokers.com, sees continued opportunities in the technology sector. She believes the A.I. trend is far from over in 2026, highlighting key beneficiaries such as Meta, which may sustain an uptick in ad growth, and Alphabet, where integrating A.I. into search is enhancing the user experience rather than re…

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2025 Market Triumph: Silver and Gold Soar, WMT A Value Play 7:55

2d ago7:55

7:55

David Stryzewski shares his 2025 market takeaways, noting that the S&P 500's 20-25% gain made it an incredible year. He also discusses the growing demand for silver, projecting that it will reach $100 by the end of 2026. David also predicts that gold could hit $5,000 or $6,000, driven by the increasing global need for precious metals in new technol…

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PLTR Military Deals & AI Scrutiny 7:51

2d ago7:51

7:51

Datavault AI CEO Nathaniel Bradley breaks down Palantir (PLTR), which has recently garnered attention for its U.S. military partnerships, including a $448 million deal with the U.S. Navy and a $10 billion agreement with the U.S. Army. Bradley highlights Palantir's AI platform, which has led to scrutiny in Europe, but also its partnership with Nvidi…

1
TSLA Soars: Cautious Bearishness & Options Play 7:03

2d ago7:03

7:03

Tesla (TSLA) stock soared over 20% in 2025, reaching new highs. Marley Kayden highlights a raised price target from Canaccord Genuity, despite a reduced Q4 delivery outlook, noting the market's focus beyond near-term challenges. Tim Biggam offers a "cautiously bearish" perspective, and demonstrates an example trade. ======== Schwab Network ========…

1
U.S. Economy Shows Strength: Consumer Spending Defies Cooling Expectations 6:12

2d ago6:12

6:12

Collin Martin notes the U.S. economy's remarkable strength, driven by robust consumer spending and defying earlier expectations of a cooling labor market. He suggests this resilience gives the Federal Reserve more leeway for patience. He cautions that while corporate fundamentals appear strong, leading to tight credit spreads, the risk-reward for c…

1
M&A Boom: NFLX, PSKY, EA, CYBR, NSC Lead the Charge 7:16

2d ago7:16

7:16

Roy Behren details the record-breaking year for mergers and acquisitions, driven by a business-friendly U.S. administration, lower interest rates, and the rise of private credit. He discusses the shift from private to public markets and the increasing cross-border M&A activity. Roy also highlights major deals involving Netflix (NFLX), Paramount Sky…

1
Strong Data may Point to Fed Pause 9:03

2d ago9:03

9:03

The delayed 3Q GDP report showed growth above 4%, which combined with inflation concerns could mean less Fed rate cuts than investors are expecting in 2026, pushing yields higher on Tuesday. Kevin Green examines the top stories in today's session, including gold, silver and copper making new highs. ======== Schwab Network ======== Empowering every …

1
U.S. New Frigate Boosts HII, 2026 Top Picks & Metals Rally 5:59

2d ago5:59

5:59

Defense stocks are in focus as the Trump administration announces a new class of ships, which is moving Huntington Ingalls (HII) higher in Wednesday trading, Needham names Reddit (RDDT) as its top 2026 pick, and Wells Fargo gets bullish on metals names, including Alcoa (AA) and Freeport McMoran (FCX). Diane King Hall breaks down the biggest movers …

1
'Very Optimistic' on Broader Market in 2026 6:13

2d ago6:13

6:13

The gains in markets will expand beyond the Mag 7 in 2026 according to Chris McMahon of Aquinas Wealth Advisors. Interest rates cuts could help boost the consumer's outlook, the housing market and health care. In the tech space, McMahon sees Palo Alto rallying as its a one-stop shop and uniquely positioned in the tech space. ======== Schwab Network…

1
Broadening of the A.I. Trade in 2026 8:16

2d ago8:16

8:16

The adaptation of A.I. has just begun heading into 2026 according to David Nelson, as more companies learn to use A.I. as part of their daily business and adapt their models to take advantage of cost savings, according to David Nelson. He thinks that Salesforce (CRM) will be able to take advantage of companies looking to expand their use of A.I. He…

1
GDP gains 4% in Delayed Report, Vol falls, Metals Rally 5:48

2d ago5:48

5:48

Futures are muted ahead of Wednesday's open as the market digests GDP and other delayed reports after the government shutdown. Kevin Hincks examines why the VIX is at a 1-year low, while gold and silver rally to new all-time highs. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are…

1
Options Corner: Nvidia (NVDA) 3:21

2d ago3:21

3:21

The U.S. government is investigating if Nvidia (NVDA) chips are being smuggled into China through Singapore. Rick Ducat shows how the world's most valuable company has actually underperformed most of its competitors and places an example trade heading into 2026. ======== Schwab Network ======== Empowering every investor and trader, every market day…

1
'Could be one of the Biggest Bubbles in History' 9:52

2d ago9:52

9:52

The debate between market bulls and bears continues over if we are experiencing an A.I. bubble, and David Lundgren gives some historical context on how investors can navigate the current market. Lundgren says its best to be long companies that are rapidly adapting to the new economic environment, and to go short on those companies that are over-lev…

1
Chart of the Day: META 3:43

2d ago3:43

3:43

Rachel Dashiell examines the chart of Meta Platforms (META), which has gained 13% in 2025. In the short term, the stock has fallen from the all-time high near $800, and sees support at the $680 level on the long-term chart ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suit…

1
PLTR Positioned to Be the ‘Nervous System’ of Trump Trade in 2026 5:27

2d ago5:27

5:27

Matt Tuttle says that the shift in U.S. foreign policy priorities provides different opportunities to invest in the defense sector. Tuttle likes European defense stocks, as the U.K. and E.U. ramp up domestic production. In the U.S., companies on the cutting edge of technological breakthroughs like Palantir (PLTR) and companies developing drone tech…

1
Vix at 1-Year Low, Gold Rally Continues 7:50

2d ago7:50

7:50

In the final full trading day before the Christmas holiday, Kevin Green discusses why volatility has fallen to its lowest level since December of 2024, and what it means for markets to close the year. Gold and Silver's epic 2025 continues, as both metals hit new all-time highs ahead of Tuesday's open. ======== Schwab Network ======== Empowering eve…

1
Tech Rotation to Follow Santa Claus Rally, AAPL 2026 "Favorite" 8:16

3d ago8:16

8:16

Eddie Ghabour anticipates a year-end Santa Claus rally driven by money managers attempting to catch up with indices. He expects a rotation out of overbought tech stocks to continue in the first quarter of next year, preferring economically sensitive sectors like financials, industrials, and small caps. Ghabour identifies Apple (AAPL) as a defensive…

1
Monday's Final Takeaways: Space Stock Race & ORCL Tech Importance 4:27

3d ago4:27

4:27

Jenny Horne joins Marley Kayden for Monday's final takeaways of the session. They discuss Oracle's (ORCL) growing importance to the tech trade and why space stocks like Rocket Lab (RKLB) have soared recently. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://…

1
Options Strategies for Risk Management: Insights from David Chau 5:44

3d ago5:44

5:44

David Chau discusses how to apply options strategies to manage risk. He explains how to utilize expected moves and implied volatility to contextualize risk rather than predict market direction. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Befor…