Best Cycling Performance Club Podcasts (2025)

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$100 Oil Price Swings Ahead? 7:51

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2h ago7:51

7:51

Sam Stovall thinks oil prices can move over $100 a barrel, with a base case of $65/barrel. Looking at stocks, he says that the ones that are “most beat up” tend to see the biggest rebounds, and points to a few potential opportunities. Previewing the FOMC announcement, he says economic data shows no need for a cut right now, but thinks there will be…

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Geopolitical 'Wake Up Call,' Energy & Defense Rally & Nuclear's Renaissance 10:00

16h ago10:00

10:00

"It isn't over" when it comes to tensions between Israel and Iran, says Joy Yang. She calls this a "wake up call" for investors heavily focused on the trade war. On assets, Joy points to gold's expensive moves but adds there's no other "safe havens" for investors to turn to as Bitcoin's price fluctuates. She notes the rallies in energy and defense …

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Stock Market This Week: AAPL WWDC 2025, META Scale AI Investment, ORCL Rallies 2:52

1d ago2:52

2:52

Markets closed in the red after geopolitical tensions between Iran and Israel swelled on Friday. Apple (AAPL) struggled in the Mag 7 after its Worldwide Developers Conference largely disappointed investors. Meta Platforms (META) continued its aggressive A.I. investments through its minority stake in Scale AI. Oracle (ORCL) closed as the week's SPX …

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Bitcoin's Resilience: Outperforming Traditional Assets Amid Market Turmoil 7:21

1d ago7:21

7:21

Bitcoin has weathered recent market volatility well, outperforming traditional assets like gold. Alisia Painter attributes this resilience to increased regulatory clarity in the U.S., particularly with the CLARITY Act and the GENIUS Act, which provide a clearer framework for digital assets. ======== Schwab Network ======== Empowering every investor…

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Markets Fade in "Orderly Sell-Off," Volume Down but Tame 6:13

1d ago6:13

6:13

Geopolitical tensions in the Middle East led to derisking across markets, though Kevin Green notes the "orderly" fashion behind it as indications that don't lean heavily bearish. He adds that volume is down but "tame," showing stability in the SPX. Kevin urges investors to keep next week's options expiration top of mind as it holds potential to sha…

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Converting Commercial to Residential: ‘High-Risk, High Return’ 10:28

1d ago10:28

10:28

Allan Swaringen discusses converting commercial real estate to residential. He says this only happens when these office buildings become “obsolete,” and the Covid-19 pandemic sped up this cycle. “This is kind of a high-risk, high-return venture,” he explains, and goes into detail about what his team looks for before renovating a building. He also t…

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Overlooked Stock: ASTS Surges on Spectrum Expansion 5:59

1d ago5:59

5:59

AST SpaceMobile (ASTS) soared to an all-time high Friday after securing an extensive deal with various spectrum-based companies. The company develops broadband access using space technology. George Tsilis talks about why investors are signaling a strong bull run on the stock as AST seeks to become a competitor against Elon Musk's Starlink. ========…

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Israel, Iran Conflict Lasting Impacts & Bank of Japan Rate Cycle 5:26

1d ago5:26

5:26

Charles Schwab's Michelle Gibley turns to the international front, noting the Israel and Iran conflict as one with many unknowns. She says global conflicts typically don't have long-lasting market effects with the exception of energy, noting crude's excessive price climb and likely increases if attacks continue. On Japan, Michelle Gibley doesn't se…

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Watching the Strait of Hormuz as Israel/Iran Tensions Rise 7:36

1d ago7:36

7:36

“The real concern here is the Strait of Hormuz,” Phil Streible says as he monitors escalations in the Iran/Israel conflict. The Strait carries a significant part of the world’s crude oil supply every day. He thinks gas prices could be “dramatically higher” by Monday. He thinks gold futures could be targeting $3,600 if geopolitical tensions continue…

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Investopedia Investor Check: TSLA Top Buy, Reddit Stock Interest & Navigating Volatility 6:52

1d ago6:52

6:52

Investopedia's Caleb Silver says it's been a "wild year" for inflows, with assets like gold reaching records less than halfway through the year. His firm has measured the investor trends and explains the most interesting points with J.D. Durkin at the NYSE set. He notes Tesla (TSLA) as the top buy among readers, adding that stocks like Coreweave (C…

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Energy Markets in Focus as Iran Retaliates 6:31

1d ago6:31

6:31

Ben Emons breaks down the moves in energy markets as Iran retaliates against Israel’s strikes on its nuclear abilities. With a Fed rate announcement coming Wednesday, Ben talks about what Powell will be paying attention to on the global stage, and thinks the Fed will continue not to hold its pause. ======== Schwab Network ======== Empowering every …

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Mag 7 or Lag 7? ORCL, NFLX & PLTR Performance Bring Big Tech to Question 7:05

1d ago7:05

7:05

Today's panel varies heavily on their views of the Mag 7. Cory Johnson sees companies like Apple (AAPL) and Tesla (TSLA) dragging their heels while Oracle (ORCL) posts strong earnings and Netflix (NFLX) becomes a "utility." However, he believes Alphabet (GOOGL) is in an "interesting spot" with its A.I. and search implementation. Nathaniel Bradley s…

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Herriage: TSLA on Road to $1,000, SMR Nuclear Leader, & Dip Buying Opportunities 7:46

1d ago7:46

7:46

Today's trading session was rocked by volatility as geopolitical tensions mount between Israel and Iran. Tyler Herriage considers the recent sell-off a dip-buying opportunity and remains bullish long-term on the market. One of Tyler's top stock picks includes Tesla (TSLA), which he argues could "very well" hit $1,000 in the near future. He also lab…

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Lieberman’s Picks: Nursing Homes, Banks, Energy & More 6:41

1d ago6:41

6:41

Chuck Lieberman calls Israel’s strikes on Iran a “big geopolitical impact, but not a big economic one.” He thinks the economy is “doing fine,” and the Fed should “do nothing.” He’s interested in investments like nursing homes, saying they have “attractive yields” and their demand will only rise. He also like banks, including Wells Fargo (WFC) and C…

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Albin: Avoid the Russell 2000, Financing Expenses Rising 7:21

1d ago7:21

7:21

Jack Albin “breathed a sigh of relief” after the recent 30-year bond auction, but says investors are still selling them off. In the short term, he thinks bond holders are worrying about Fed stewardship, and in the long-term, fiscal imbalance. On stocks, right now he would “avoid the Russell 2000,” expecting financing to get more expensive. ========…

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Investors Question AAPL A.I. Innovation, User Base Offers Extensive Support 7:43

1d ago7:43

7:43

Apple (AAPL) slipped 20% so far in 2025 as it faces pressure on innovation, seen recently in its Worldwide Developers Conference. Megan Brantley with LikeFolio points to double-digit increases in consumer interest for Apple even with criticisms on A.I. development. She talks about how the Big Tech giant's extensive ecosystem sets a floor for expect…

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Consumer Sentiment Better than Expected, but Tariff Impact to Come 5:39

1d ago5:39

5:39

Elizabeth Renter and Jessica Kriegel discuss the Consumer Sentiment report, which came in better than expected. Elizabeth reiterates that this is preliminary data for June, and the final report could move lower—and that we are more inundated with data than ever before, which can impact short-term market moves. Jessica notes that the trade environme…

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The Big 3: NVO, DIS, WHR 11:00

1d ago11:00

11:00

Andrew Arons joins today's Big 3 to talk about stocks he believes can make 20% moves over the next year. He sees Novo Nordisk (NVO) benefitting off a rising weight-loss drug trends, Walt Disney (DIS) excelling in its "experiences" sectors, and Whirlpool (WHR) gaining hedge fund interest as it recovers off a 52-week low. Kevin Green gives investors …

1
Fixed Income Opportunities in Corporate & Mortgages 8:44

1d ago8:44

8:44

Adam Coons is taking some risk off the table and shares fixed income strategies he likes right now. He’s interested in MBS after the Fed stopped buying mortgages, widening spreads in that area. A recession is “not really in the cards” despite his caution, and he likes short-term corporate bonds as he expects the Fed to move “more slowly.” ======== …

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A.I. Role in Healthcare & Industrials, International Cheap Compared to U.S. 7:11

1d ago7:11

7:11

Ryan Patterson says markets reacted "relatively well" to Israel's attack on Iran, showing U.S. equity strength. However, he adds that American markets are essentially "priced to perfection." He urges investors to look at international markets which have cheaper valuations and "more room for error" on volatility. Ryan also notes the growing role A.I…

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META Solidifies Scale AI Investment, Values Startup at $29 Billion 7:18

1d ago7:18

7:18

Meta Platforms (META) finalized a lofty investment into Scale AI that now values it at $29 billion. Not only will Scale AI aid in Meta's A.I. ambitions, but CEO Alexandr Wang will join the Mag 7 giant's "superintelligence" team. J.D. Durkin talks about how the investment means much more than meets the eye for Meta Platforms. Dan Deming offers an ex…

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ADBE A.I. Integration "Starting to Pay Off" & ADBE Options Trades 9:37

1d ago9:37

9:37

Despite today's post-earnings selling action, Derek Yan calls Adobe's (ADBE) double-digit growth "impressive." He credits the company's added A.I. developments for the earnings beat and talks about how other application companies are reaching an "inflection point" for the technology. George Tsilis offers a pair of example options trades for Adobe. …

1
AMD Muscles for A.I. Market Share, ORCL Upgrade, ZS Wells Fargo Top Pick 7:40

1d ago7:40

7:40

"The future of A.I. is not going to be built by any one company," said AMD Inc. (AMD) CEO Lisa Su as AMD unveiled new tech aimed to compete against giants like Nvidia (NVDA). In other tech news, Oracle (ORCL) got an upgrade at BMO Capital, while Wells Fargo named ZScaler (ZS) as a top pick. Diane King Hall goes deeper into the morning's developing …

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Crude Oil Soars & Diesel Breaks Out: Energy Rallies on Geopolitical Tensions 7:33

1d ago7:33

7:33

The SPX opened at the 6,000 and will be a critical level for bulls to hold, according to Kevin Green. News of an Israeli airstrike on Iran ramping volatility higher will make that a challenge. Kevin then breaks down all of the breakout moves in energy, pointing out crude oil's bullish MACD cross and diesel's swing out of an inverse head-and-shoulde…

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ADBE Falls Further After Earnings, RH Rallies on Maintained Guidance 6:42

1d ago6:42

6:42

Growing geopolitical tensions pinched equities, while companies like Adobe (ADBE) already faced earnings pressure. Jenny Horne says it's hard to find an issue with Adobe's report but talks about other factors pinning the stock. One company soaring this morning is RH (RH) after beating earnings and maintaining guidance despite continued tariff uncer…

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Israel Airstrike on Iran Derails Trump Agenda & Inflation Picture, VIX Soars 6:09

1d ago6:09

6:09

Crude oil spiked and volatility ramped higher after Israel launched an airstrike on Iran with no indication for de-escalation. Alex Coffey talks about how the price action in crude may have showed that there were troubling signs ahead for President Trump's economic plan. On the VIX, Alex notes most of its move higher remains intact, showing that un…

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Options Corner: META's Mega A.I. Investment 4:41

1d ago4:41

4:41

Prosper Trading Academy's Scott Bauer says Meta Platforms (META) is a stock to "buy the dip" on any pullback, saying it continues to build its position in A.I. META announced a $14.3B investment into Scale AI as Mark Zuckerberg aims to create a superintelligence lab. Later, Scott creates an example options trade for META using a July 18th strike da…

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How Higher Oil Prices Impact U.S. Economic Growth 8:25

1d ago8:25

8:25

Joe Brusuelas says sharp jumps in crude oil could cause ripple effects across the entire U.S. economy expecting "higher inflation, higher gasoline, lower growth." Later, Joe discusses his firm's U.S. Middle Market Business Index results which showed the 2nd largest quarter-over-quarter decline it in its 10-year history. He discusses the "bite" of t…

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Bryan: 'Don't Go All in on One Region' & International Diversification 7:48

1d ago7:48

7:48

Alex Bryan underscores the significance of being internationally diversified in your investing portfolio, especially during times of geopolitical escalation. He discusses the state of U.S. trade amidst ongoing tariff uncertainty and a declining U.S. dollar. Developed markets in Europe are "pretty well positioned" in Alex's estimation, and cites the…

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Defense Stocks, Crude Oil Rise as Israel Attacks Iran 8:02

1d ago8:02

8:02

After Israel's targeted attack on Iranian military & nuclear sites, equity futures fell while crude oil and defense stocks rose higher. $100 crude "could happen" but KG says there would have to be significant developments for that to occur, adding it's not something to be concerned about now. He discusses how the market's reaction to this developme…

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Chart of the Day: ORCL "Lower Left to Upper Right" 3:32

1d ago3:32

3:32

Rachel Dashiell examines Oracle (ORCL) after its surge to new all-time highs. She says the all-time highs should act as near-term resistance as it levels off after the post-earnings pop. On a 1-year timeframe, she points to the RSI study hitting peak levels and highlights the $180-$188 range as a potential area of support. ======== Schwab Network =…

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Stock Market Morning Minute: Reaction to Israel-Iran Escalation 1:30

1d ago1:30

1:30

Diane King Hall recaps the overnight move in equities reacting to news of Israel's attack on Iran. Overnight futures fell as crude oil prices spiked higher. Another area of the market that saw upward moves: Defense stocks. Elsewhere, Adobe (ADBE) shares are lower following its latest earnings report. ======== Schwab Network ======== Empowering ever…

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CAH CFO on Pharmaceutical Distributor's Outlook 6:47

2d ago6:47

6:47

Aaron Alt, CFO at Cardinal Health (CAH), joins Diane King Hall at the NYSE set to discuss the company's financial outlook. He describes the drugmaker's share buyback plans and recent FY25 guidance raise. Alt says the company's recent strategic acquisitions help broaden the company's healthcare reach, including glucose monitoring for diabetes treatm…

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Stock Market Today: BA Air India Crash, ORCL Rallies, MSFT Pentagon Deal, CHYM IPO Debut 2:42

2d ago2:42

2:42

It was a packed trading day with most stocks closing in the green. Premarket trading was led by tragic news on a Boeing (BA) plane crash in India that sent shares of the plane builder lower. Oracle (ORCL) rallied on the session after posting strong cloud revenue numbers for its previous and future quarters. Microsoft (MSFT) hit all-time highs yet a…

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Labor Softening Sets 'Bread Crumbs' for FOMC Rate Cuts & Market's 'Orange Flag' 7:19

2d ago7:19

7:19

Charles Schwab's Cooper Howard believes this morning's jobless claims print is more interesting than the PPI. As he explains, softening labor prints like todays can wave an early green flag for the Fed to cut interest rates. Nate Peterson also warns of the orange flag on Wall Street sparked by "good news is bad news" sentiment. ======== Schwab Netw…

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Decade-Long Investments in U.S. Steel Production Paying Off 4:38

2d ago4:38

4:38

Steel prices remain below their 5-year historical average. Jeremy Flack covers the industry as President Trump seeks to revive domestic production. “Everything that’s going on is a net positive in the long run,” he says, arguing that U.S. steel companies have invested their profits in their businesses for the last decade and we’re starting to see t…

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VIX Up, Stocks Up Signals Consolidation or Pullback, Volume Turns Defensive 6:58

2d ago6:58

6:58

The SPX muscled a win on the session after yesterday's lower close. Kevin Green points out the day's range-bound action as he notes "defensive in nature" volume. However, a "VIX up, stocks up" scenario could be a warning sign for short-term consolidation or a pullback, backed by utilities outperforming Mag 7 stocks. ======== Schwab Network ========…

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SailPoint (SAIL) CEO on Navigating A.I. Security & the '20-Year Overnight Success' 8:31

2d ago8:31

8:31

SailPoint (SAIL) CEO Mark McClain poses the question to investors, "is A.I. good for you or bad for you?" He says the answer to both is, "yes." He says the tech is great for business efficiency but makes it difficult for cybersecurity firms. Mark talks about how his company bolsters software security for customers and the new opportunities A.I. pre…

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Uncertainty Around Tariff Impacts Slowing Economic Growth 7:44

2d ago7:44

7:44

Ben Ayers reacts to the May PPI coming in cooler than expected, arguing that the huge run in imports in 1Q before tariffs were in place is about to run out. However, companies seem to be bearing the brunt of tariff costs, so he thinks that we could see a smaller bump in prices this summer than otherwise. Higher prices will slow growth, and uncertai…

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SRAD Powers Up FIFA Club World Cup With 390 Betting Markets & Real-Time Fan Engagement 5:17

2d ago5:17

5:17

Sportradar (SRAD) is kicking off its partnership with DAZN for the upcoming FIFA Club World Cup in a big way. Patrick Mostboeck discusses the details of the deal and what it means for the business. He also touches on the company's expertise in in-play betting and fan engagement solutions, and why this partnership is a game-changer for the sports be…

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Charting BA Path Ahead After Air India Crash, Aerospace Trends to Watch 8:19

2d ago8:19

8:19

The tragic Boeing (BA) Air India crash opens new questions around safety for the company's aircraft. Tony Bancroft still believes the company is a long-term buy but says it needs to address the numerous headwinds it will face head-on. Tony later talks about the Gabelli Commercial Aerospace Defense ETF (GCAD) and how his firm picks stocks for the ET…

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Using the Baseline Profitability Index to Judge Foreign Investments 8:35

2d ago8:35

8:35

Daniel Altman explains his Baseline Profitability Index, which helps investors figure out the success of foreign investments on three criteria. 1: How much the asset’s value grows; 2: Preservation of Value; 3: Ease of returning the proceeds. The top countries on the index include India and Rwanda. He discusses demand for foreign direct investment b…

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Beat or Miss, 'It's All About the Future' for ADBE 6:02

2d ago6:02

6:02

Nick Raich says "we don't care" about what Adobe (ADBE) reports in its second-quarter earnings. Instead, his focus will centralize on its outlook. Nick believes high growth in A.I. is critical for the stock to soar. Jeff McClean agrees that A.I. utilization is important for Adobe but argues investors need to pay attention to its above-average earni…

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Clark’s Consumer Picks: TJX, COST, PGR, MELI 8:49

2d ago8:49

8:49

Eric Clark thinks markets are overbought, but still sees opportunities. “We’re focused on how consumers are spending their time and money today,” he says, and so likes names like TJX (TJX) and Costco (COST). For TJX, he sees another “30%-40% upside” in shares. He thinks July earnings will be “very interesting” and reflect more of the tariff impact.…

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Triick: Rates Hitting Low Three Percents in 2026 6:38

2d ago6:38

6:38

Clayton Triick thinks inflation and the labor market are both softening. He talks about his expectations for Fed cuts this year as CME Fedwatch probabilities rise sharply towards the end of the year. “If we get less now, we’re more likely to get more later,” he argues, saying 2026 will see interest rates in the low 3’s. He sees opportunities in fix…

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Bitcoin & Trading Cards: GME Business Ventures Bring Profits to Question 5:44

2d ago5:44

5:44

Even as a "leader in the meme rallies," GameStop's (GME) "fundamentals make a difference" says George Tsilis. The stock sunk 25% on the session after announcing a private offering of $1.75 billion of convertible senior notes. George talks about why the reaction to the downside is so stark and explains how its Bitcoin treasury plans don't have as mu…

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2025 IPO Market: Are Even Successes Underperforming? 7:19

2d ago7:19

7:19

Christian Munafo surveys the IPO market, saying the pro-business policies people expected from the Trump administration this year have not materialized. However, there are still notable IPOs this year, including Coreweave (CRWV), Voyager (VOYG), Chime (CHYM), and more. Still, he notes that even though, for example, Chime opened higher than its IPO …

1
Ca$htag$: United Airlines (UAL) Gaining Premium Consumers 7:23

2d ago7:23

7:23

Likefolio’s Megan Brantley covers United Airlines (UAL) for Fast Market. She notes a decline in web traffic across the entire sector but says there is a “clear divide” between DAL, UAL, AAL vs LUV, which is lagging far behind. However, she argues that economy class is making up most of the dip, while premium is seeing growth. “United is really reva…

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Fed Late in Cutting, or Waiting for True Inflation Blow? 7:20

2d ago7:20

7:20

Leo Feler and Chris Watling react to the May PPI, which came in below expectations. Chris calls this and the recent CPI report signs that companies are absorbing tariff costs rather than passing them onto the consumer. He also believes the Fed should be cutting rates. Leo highlights price jumps in materials for durable manufacturing as a warning si…

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Market 'Complacency' Shows Downside Risk, China 'Framework' has Long Way to Go 10:56

3d ago10:56

10:56

Charles Schwab's Liz Ann Sonders says you have to really comb through the CPI and PPI prints to see how the trade war is affecting the U.S. She points to the widening gap between services and goods numbers showing that divide. Additionally, Liz Ann notes "complacency" gripping markets, which she worries will lead to downside risk if investors don't…