Best Mixed Capital Media® Podcasts (2025)

1
Crypto Corner: Bitcoin New All-Time Highs 12:22

11m ago12:22

12:22

Jenny Horne and Nate Peterson discuss this week's rise higher in Bitcoin (/BTC) prices. Nate discusses the correlation to bond market moves taking place globally, and examines the technical moves in both Bitcoin and Ethereum (/ETH). Later, Nate and Jenny dive into a proposal from Block (XYZ) CEO Jack Dorsey to change Bitcoin's base units to "satosh…

1
Where ROST Stands in Retail Amid Turbulent Macro Environment 6:26

13m ago6:26

6:26

Tariffs, interest rates and consumer sentiment all weigh on the retail sector, seen in earnings from big box stores like Walmart (WMT) and Target (TGT). Urban Outfitters (URBN), however, showed strength. Joe Tigay takes a look another retailer investors may have missed: Ross Stores (ROST). He offers a macro perspective on Ross and gives an example …

1
Concern About National Deficit Rising as Congress Seeks to Raise Debt Ceiling by $4T 11:40

17m ago11:40

11:40

Liz Ann Sonders describes the fallout of losing “price-insensitive buyers” of U.S. bonds on the market as the proposed U.S. tax bill would increase the national deficit and raise the debt ceiling by $4T. She says the investor class has been “deeply concerned” about the national debt for a long time, and thinks the average consumer is beginning to b…

1
AAP Rebuilds 3 Months of Losses, RUN & Solar Stocks Sell Off, ZM Earnings 8:13

27m ago8:13

8:13

Advance Auto Parts (AAP) surged to a 3-month high off a 40% post-earnings rally. Diane King Hall notes that it's not just strong earnings driving optimism, but also people seeking to keep their vehicles for longer. Meanwhile, Sunrun (RUN) sold off 40% alongside other solar energy stocks after the House narrowly passed its tax bill. Zoom Communicati…

1
Bears Claw Into Low-Volume SPX, Bulls Need to Hold 200-Day SMA 5:38

34m ago5:38

5:38

The volume difference in the SPX reached a 2-standard deviation difference in Wednesday's trading action, a notable bearish signal for Kevin Green. He points to 5,790 as the key level bulls need to hold to maintain positive market momentum. Kevin adds that volatility in yields needs to subside for equities to find solid footing. He highlights an in…

1
Markets Open Above Future Lows & Bitcoin Continues All-Time High Run 6:20

36m ago6:20

6:20

Futures trended lower off the latest jobless claims print but opened notably off the lows. Kevin Hincks reports from the Cboe Global Markets to explain the risk-on sentiment seeping back into Wall Street following Wednesday's sell-off. One piece of the macro picture that may be leading to up action is the House passing a long-awaited tax bill. Kevi…

1
SNOW Thaws Through Resistance, URBN at All-Time High After Earnings 7:42

39m ago7:42

7:42

Jenny Horne takes a look at positive reports from vastly different companies. The first of which is Urban Outfitters (URBN), which opened at an all-time high after a strong showing in earnings. Jenny notes that price increases aren't off the table, though she points out Urban Outfitters' balance sheet as a big signal of strength. In Snowflake (SNOW…

1
Options Corner: WDAY Earnings Trade 3:02

2h ago3:02

3:02

Workday (WDAY) earnings are set to be released after Thursday's close. Rick Ducat looks at the cloud technology company's chart from a technical standpoint as shares have run up about 9% this month. Rick demonstrates an example trade with a put vertical strategy using the June 20 strike date. ======== Schwab Network ======== Empowering every invest…

1
Deficits, Moody's Downgrade & Rising Yields 7:04

2h ago7:04

7:04

Michael Reinking dives into the moves in yields, and the ripple effect in global bond markets. With this week's Moody's credit downgrade of the U.S. and the "big, beautiful bill" progressing in Congress, he says investors are probably "keeping their risk budgets tighter" approaching the summer months. Later, Michael assesses the state of the IPO ma…

1
Woods: "Don't Know What's Going to Take Us Higher, Aside from NVDA Earnings" 6:15

2h ago6:15

6:15

Jay Woods joins Diane King Hall at the NYSE to discuss this week's volatility as investors eye developments in the bond market as rising yields weigh on equities. He says there's "a lot of wood to chop" before the market can run again. Jay says he's not too concerned about the trading volume seen in recent swings, saying it's partially attributed t…

1
Yields Climb, Tech Takes a Hit: SNOW Soars on Earnings Beat 8:38

2h ago8:38

8:38

Rising bond yields and concerns over the U.S. budget deficit weighed on investor sentiment ahead of Thursday's open. Kevin Green says yields will eventually get to a level where buyers will step in, and the market will reprice, but right now are showing mixed messages. KG later looks at Snowflake (SNOW) as shares rally behind a strong 1Q earnings r…

1
Chart of the Day: T Buys Into Fiber 3:32

2h ago3:32

3:32

AT&T (T) announces plans to acquire Lumen's (LUMN) fiber business for $5.75B. Ben Watson looks at the ascending triangle formation taking shape in shares of AT&T over the last 1-year. Ben adds the RSI shows a bit of a bearish divergence as shares hover below 52-week highs. ======== Schwab Network ======== Empowering every investor and trader, every…

1
Stock Market Morning Minute: SNOW, URBN, Bitcoin 1:19

2h ago1:19

1:19

Snowflake (SNOW) shares pop higher after raising full-year revenue guidance in its latest earnings report. Urban Outfitters (URBN) gets an upgrade after better-than-expected earnings. And, Bitcoin (/BTC) continues to surge to new all-time highs. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to th…

1
#1711 How It Started, How It's Going- Assessing the Flooded Zone Full of Shit 3:05:15

16h ago3:05:15

3:05:15

Air Date: 5-21-2025 A popular MAGA refrain is, "promises made, promises kept." The key is having known which promises to take seriously. Weaponizing the government against his enemies and attempting to wield dictatorial power, sure. Benefit his supporters or the working class more broadly, or rid the government of waste, fraud, or corruption... not…

1
Sahm: Debt Will Get Worse Before it Gets Better, Tariffs Not Fully Priced In 10:47

17h ago10:47

10:47

Claudia Sahm offers an in-depth look into the tax bill being debated on Capitol Hill. She makes the argument that debt Congress aims to fix will get worse before it improves, noting rapid policy changes impacting the bill's goals. On the labor force, Claudia says action on immigration will negatively impact unemployment long-term. She also gives a …

1
Stock Market Today: GOOGL & SNOW Rally, BTC All-Time High, TGT Slips 3:02

18h ago3:02

3:02

Results from the 20-year bond auction sent stocks tumbling on the trading session. Target (TGT) previously sold off through its weaker-than-expected earnings and widened guidance. However, Alphabet (GOOGL) flexed strength as the SPX leader after announcing its own "A.I. Mode." Strong earnings from Snowflake (SNOW) sent the stock soaring near all-ti…

1
Enhancing Portfolio Performance with Options 6:11

18h ago6:11

6:11

Nick Griebenow explains how options can be used to enhance portfolio performance and reduce volatility. He discusses his approach to selling covered calls to generate cash flow, and shares his stock selection criteria. He also touches on the benefits of writing options on individual equities versus indexes, such as the S&P 500. ======== Schwab Netw…

1
EARNINGS ALERT: ZM 5:24

18h ago5:24

5:24

Zoom Communications (ZM) posted earnings largely in-line with Wall Street estimates, but as George Tsilis notes, room for margin expansion opened the door to investor optimism. He and Alex Coffey turn to the numbers they believe investors should look at closely in the report. ======== Schwab Network ======== Empowering every investor and trader, ev…

1
EARNINGS ALERT: SNOW, URBN 5:20

18h ago5:20

5:20

Snowflake (SNOW) thawed resistance with a beat and raise in its latest earnings, sending its stock close to a 52-week high after hours. However, Urban Outfitters (URBN) couldn't meet expectations with its investors despite having a beat of its own. Kevin Green and Scott Durfey join Alex Coffey to analyze the recent round of reports and talk about t…

1
Don't "Rule Out Bonds:" What Rising Yields Means for Outlook 5:34

18h ago5:34

5:34

Charles Schwab's Kathy Jones believes global yields are inching toward a "reset" back to levels from the 90s. As yields tick up globally, Kathy says investors are requesting more risk premium to hedge against volatility. She says now isn't the time to "rule out bonds" even if the bond market experiences turbulence ahead. ======== Schwab Network ===…

1
Staehl: Volatility Shakes Market Rally, Expect More Shake-Up Ahead 7:02

18h ago7:02

7:02

Morningstar Wealth's Philip Staehl says the recent market bounce back has been driven by a combination of factors, including the pause in U.S.-China trade tensions and the administration's willingness to make agreements. However, he notes that the hard data hasn't hit yet, and there are still concerns about growth and inflation. He's watching the y…

1
20-Year Bond Auction Signals SPX Selling Action, Mind the Downside Gaps 7:01

18h ago7:01

7:01

A worse-than-expected outcome in the 20-year bond auction opened the trap door to significant selling action. Kevin Green says the SPX is reaching a critical level of support, and if levels fall below it, the index can test gaps significantly below where it currently trades. He also notes volume as an issue, showing how there's a greater conviction…

1
TGT Struggles with Q1 Miss 8:24

18h ago8:24

8:24

Target (TGT) reported a disappointing Q1 earnings miss. Arun Sundaram breaks down the results, attributing the weakness to softness in key categories like apparel and home goods, as well as execution issues with inventory management. Despite the challenges, Sundaram notes that some of the downside risk may be priced in, given the stock's underperfo…

1
Beyond the S&P 500: Diversify with Microcaps & International Value Stocks 9:18

18h ago9:18

9:18

Mark Matson encourages investors to look beyond the S&P 500 and tech giants like Apple (AAPL) and Microsoft (MSFT) to achieve true diversification. Instead, he suggests considering microcap stocks, small-value stocks in the U.S., and large international value stocks. He warns against, what he considers "toxic investments" like cryptocurrency, inclu…

1
Community Banks Thrive Amid Rising Yields & Market Volatility 11:11

18h ago11:11

11:11

Rising yields and the U.S. debt ceiling have investors on edge. But Michael Psyllos says community banks like his are well-positioned to weather the storm. He discusses how his Alma Bank is helping small businesses and consumers navigate the current environment, and why he's optimistic about the future of community banking. ======== Schwab Network …

1
Tax-Advantaged Strategies & Diversification Amid Macro Uncertainty 6:52

18h ago6:52

6:52

Mindy McIntosh says despite macro uncertainty, now is the time for investors to reassess their portfolios and consider tax-advantaged strategies. With the Fed's rate cut decision and U.S.-China trade talks in focus, McIntosh advises clients to diversify across asset classes, reduce large-cap exposure, and prioritize fixed income products for steady…

1
GOOGL A.I. Mode's Self-Disruption to Search 6:19

19h ago6:19

6:19

Critics of Alphabet (GOOGL) said the company was late entering the A.I. space compared to its Mag 7 peers. Now, the company is launching its own "A.I. Mode" that seeks to disrupt Alphabet's own Google search model. Diane King Hall talks about the reasoning leaders have to shaking up their search engine as the company battles other headwinds pressin…

1
Siddell: Good Time to be "Fully Invested," Mag 7 Stays Resilient 7:18

19h ago7:18

7:18

Ed Siddell believes now is the time for investors to participate in the markets. He sees financials gaining traction once Congress approves the tax bill currently being debated in D.C. Ed doesn't expect tariffs going will go away but thinks there will be a flat rate for all countries once negotiations end. The Mag 7 is another group Ed sees holding…

1
Tariffs & Turnaround Potential for AAP: Short or Long-Term Investment? 6:06

19h ago6:06

6:06

Advance Auto Parts (AAP) reports earnings amid an uncertain market. The company has struggled, but with consumers keeping their cars longer due to tariffs, some see a buying opportunity in the stock. Vance Howard and Rebecca Lindland discuss the impact of tariffs on the automotive sector, the potential for a turnaround, and other buying opportuniti…

1
Big Tech Hinders Zoom's (ZM) Expansion Efforts 7:17

20h ago7:17

7:17

Zoom Communications (ZM) is trying to be more than just a video platform, but can it keep up with the likes of Microsoft (MSFT) Teams and Slack? Likefolio's Landon Swan breaks down the company's efforts to expand its offerings and compete with industry giants. He notes that ZM shows a concerning trend of "lower highs, lower lows," and discusses the…

1
TOL 'Unexcepted' Strength, Higher Interest Rates Remain Headwind 5:35

21h ago5:35

5:35

Toll Brothers (TOL) posted earnings that satisfied investors and showed what Don Nesbitt considers "unexpected" strength in higher-income homebuyers. However, for lower and mid-income homebuyers, Don says higher interest rates are something everyone "has to get used to." On Toll Brothers, Calvin Butts, Jr. believes its "disciplined" approach on pro…

1
QBTS CEO on Quantum Commercialization, "Adventage2" & A.I. Growth Drivers 10:35

21h ago10:35

10:35

Alan Baratz, CEO of D-Wave Quantum (QBTS), joins Diane King Hall to discuss how his company has driven profits in what he considers the "very early" stages of quantum computing. He also talks about the company's "Advantage2" supercomputer that drove a massive rally off its announcement on Tuesday. On D-Wave's path forward, Alan talks about expandin…

1
The Big 3: EEM, LUV, GE 12:27

21h ago12:27

12:27

While emerging markets have grown significantly, TheoTrade's Don Kaufman is taking a bearish position on the iShares MSCI Emerging Markets ETF (EEM). He doesn't see its rally sticking in the mid-term. On stocks, Don also expresses bearishness in Southwest Airlines (LUV) and GE Aerospace (GE). Rick Ducat offers technical perspective through a look a…

1
Arons: Markets in Great Trading Range, Top Picks in AMZN & UBER 7:04

21h ago7:04

7:04

Andrew Arons believes markets are currently in a "really good" trading range despite recent consolidation. He sees all-time highs for many companies before the year closes out. In Amazon (AMZN), Andrew expects the company's Amazon Prime membership, advertising, and AWS rates to accelerate. For Uber Technologies (UBER), Andrew says its upside will c…

1
2307: No Monthly Payments: Your Guide to Home Equity Agreements (HEA) 39:45

22h ago39:45

39:45

Jason introduces Home Equity Investments (HEI), a growing industry where companies buy a portion of homeowners' equity, awaiting a future liquidity event like a sale or refinance, without requiring monthly payments. Hartman views this as a significant indicator of institutional investors' bullish outlook on residential real estate, similar to "buil…

1
Earnings Options Trades: SNOW & ZM 4:06

23h ago4:06

4:06

Kevin Hincks turns to two example options trades revolving around A.I. earnings. One involves a bearish take on Snowflake (SNOW), while the other offers a bullish view on Zoom Communications (ZM). ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Be…

1
Nardini: 'Really Choppy Summer' Ahead, Ways to Invest for Volatile Season 9:43

24h ago9:43

9:43

Paisley Nardini sees a more volatile summer than investors may be expecting. Her firm has seen a large uptick in gold being added portfolios, a key signal of investors bracing for volatility. Paisley offers advice on how investors can use futures and commodities to balance equities. On recent economic data, Paisley notes investor worries in sentime…

1
Earnings Can Clear Path to All-Time High for SNOW 4:06

24h ago4:06

4:06

Snowflake (SNOW) has become a name to watch in the A.I. space, as Alex Coffey points out metrics to watch in its earnings after the bell. While Snowflake's path to all-time high seems imminent, Alex urges caution to headwinds that may hinder the software company. ======== Schwab Network ======== Empowering every investor and trader, every market da…

1
ZM Earnings: Growth Crucial for Pandemic "Darling" & ZM Options Trade 11:05

24h ago11:05

11:05

Steve Dickens calls Zoom Communications (ZM) a pandemic "darling." While the company rallied big in 2020, the stock has fallen off those pandemic highs. Steve says guidance will become paramount for the company in order to show it can still grow as it competes with Big Tech giants. George Tsilis turns to example options trades for Zoom. ======== Sc…

1
PANW Misses "High Bar," LOW Mixed Picture, UNH Downgrade 8:44

1d ago8:44

8:44

Lowe's (LOW) posted earnings that led to mixed reactions, as Diane King Hall points out the headwinds it and peers continue to face in the housing industry. Palo Alto Networks (PANW) had in-line earnings but couldn't meet already-high expectations from investors. Diane later turns to continuing bearish pressure against UnitedHealth (UNH) after it g…

1
VIX Expiration Adds Pressure to Lower SPX, Crude Slides 6:33

1d ago6:33

6:33

The SPX began another trading day lower as earnings and geopolitical pressures pinned the index. Kevin Green points out that the SPX is testing a trend line for April's lows, and if it breaks, it could open a trap door for selling action. He also turns to crude oil's price pullback and moves happening in yields. ======== Schwab Network ======== Emp…

1
Fatigued Market Impacted by Geopolitical Risk & Latest Earnings 4:46

1d ago4:46

4:46

Markets opened lower after what Kevin Hincks attributes to "lost inertia" from investors. Geopolitical tensions between Israel and Iran led to an uptick in VIX and lower-than expected earnings from retailers added pressure this morning. Kevin offers a macro perspective on the latest market movers. ======== Schwab Network ======== Empowering every i…

1
Big Box Retail Earnings: TGT Widens Guidance & TJX Same-Store Sales Slip 7:52

1d ago7:52

7:52

Big box retailers faced pressure this morning, brought mostly through Target's (TGT) earnings miss and widened guidance. TJX Companies (TJX) beat its earnings but its stock didn't see much movement, possibly due to a slight dip in same-store sales. Jenny Horne takes a closer look at the reports and explains what's driving this morning's mixed respo…

1
Options Corner: SNOW Earnings After the Close 3:32

1d ago3:32

3:32

Can Snowflake (SNOW) post another strong quarter? As Rick Ducat shows, the cloud company previously underperformed compared to its peers, but since rebounded following its last report. He turns to the technical levels investors should keep in mind heading into earnings and offers an example options trade for the software company. ======== Schwab Ne…

1
Path of Private Credit, IPO 'Spring' & Raising Capital 5:11

1d ago5:11

5:11

Kyle Brown says the private credit market has grown but has to adjust to new valuations following volatile price action earlier in the spring. He adds that M&A activity for smaller companies is picking up but the true "spring" for IPO season has yet to be seen. "The money is flowing," says Kyle, as he talks about the process of raising private fund…

1
'A Perfect Storm for Retailers' 7:10

1d ago7:10

7:10

Retailer earnings are showing weakness, but Katie Thomas from Kearney Consumer Institute said that it cannot all be attributed to tariff uncertainty. Thomas said that consumers are spending based on the reality right now, not based on potential economic weakness ahead, and that shoppers have the ability to shop around at stores with an abundance of…

1
Chart of the Day: GOOGL Launches A.I. Mode 3:16

1d ago3:16

3:16

Alphabet (GOOGL) rolled out its new 'A.I. Mode' for U.S. users of Google. Rachel Dashiell looks at the chart performance as the stock has underperformed the rest of its sector this year. Dashiell identifies the $170 and $145 level being key to watch for resistance and support. ======== Schwab Network ======== Empowering every investor and trader, e…

1
Stocks Snap Winning Streak, PANW and TGT Slide After Earnings 9:54

1d ago9:54

9:54

Equity futures are pointing to a second straight negative day after the S&P 500 snapped its six-day winnings streak on Tuesday. Kevin Green sees markets entering a 'wait-and-see' mode as investors may be taking profits from the recent rally and waiting commentary from Fed speakers and additional tariff news. In earnings reports, Palo Alto Networks …

1
Stock Market Morning Minute: PANW, TGT, TJX 1:17

1d ago1:17

1:17

Palo Alto Networks (PANW) is sliding despite an earnings beat, Target (TGT) continues to struggle as it misses on the top and bottom lines, and TJX (TJX) dips as same-store sales disappoint. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/…

Podcasts Worth a Listen

Mixed Capital Media® Podcasts

Podcasts Worth a Listen