Best Portfolio Report Card Podcasts (2025)

1
July 26 2025- Coun. Browaty On Encampments, Transit Freeloaders, 57:56

Play Pause

18h ago57:56

57:56

Since 2007, Jeff Browaty has been a regular guest on TGCTS in his role as city councillor for North Kildonan. Currently the Finance chair, Episode 38 features a long-from interview with him discussing numerous civic issues . We start with an explanation of how the concerns of the residents of Elmwood-East Kildonan are being handled until a byelecti…

1
Howard: S&P 500 can ‘Double’ in the Next 4-6 Years 6:52

21h ago6:52

6:52

Vance Howard calls new highs in the market “the most productive, stable thing you can see as an investor.” He thinks the S&P 500 could “double in the next 4-6 years.” He expects a tremendous amount of growth ahead, especially in AI across multiple industries. He likes Nvidia (NVDA), AMD (AMD), Salesforce (CRM) and Southwest Airlines (LUV). ========…

1
AAPL, AMZN & MSFT: Charting This Week's Mag 7 Earnings 16:50

23h ago16:50

16:50

It's the biggest earnings week of the quarter when it comes to market cap. The reports will be lead by four Mag 7 companies. Jenny Horne talks about the headlines surrounding Apple (AAPL), Amazon (AMZN), and Microsoft (MSFT) heading into earnings. Rick Ducat analyzes the key levels investors should watch for this week's reports. ======== Schwab Net…

1
Ghabour: Overbought Market Rally Will Ramp Up; AMZN, IWM & XHB Top Picks 8:19

1d ago8:19

8:19

"This bull market has a lot of legs," says Eddie Ghabour. He points to many retail and institutional investors sitting on the sidelines waiting to deploy cash — which will ramp markets higher once they do. Eddie says that could happen in fourth quarter into 2026. As for his top picks, Eddie sees promise in small caps through the iShares Russell 200…

1
‘Public Markets are Shrinking’ but ‘A Ton of Opportunity’ in Infrastructure 7:33

2d ago7:33

7:33

Scott Welch is concerned about the “ongoing attack” on Fed Chair Powell by President Trump, along with trade uncertainty. He names what factors he’s watching in earnings season. Scott doesn’t expect the Fed to cut rates this month, citing inflation and a “resilient” labor market, but anticipates a cut in September. “The public markets are shrinking…

1
Tech Corner: MRVL Unique Value Proposition 5:50

2d ago5:50

5:50

Marvell (MRVL) may not get the headlines of other names in the semiconductor sector, but it has a unique role in the tech space due to its ability to provide comprehensive, custom semiconductor solutions tailored to specific customer needs. George Tsilis examines the company's financial performance, why is has lagged the broader market, and possibl…

1
Stock Market This Week: GOOGL, TSLA & Airlines Take Over Earnings 2:56

3d ago2:56

2:56

Stocks gained on the week as bullish optimism withstood blips of volatility. Alphabet (GOOGL) muscled the first earnings win for the Mag 7, showing notable growth in cloud and ad revenue. Tesla (TSLA) posted the first earnings loss for the Mag 7, selling off after Elon Musk warned of a rough road ahead. American (AAL) and Southwest Airlines (LUV) d…

1
Maley: Market is in a Bubble, Could Move Lower ‘Quickly’ 6:44

3d ago6:44

6:44

Matt Maley believes we’re in a bubble and thinks people should be taking precautions. “If this thing turns lower, it’s going to happen quickly,” he says, and names actions investors can take to protect themselves. He sees potential upside in gold, into the 4,000s. Matt also gives his preview of some of the Mag 7 earnings next week. ======== Schwab …

1
Overlooked Stock: VRSN Shows Legacy Tech Can Evolve 5:22

3d ago5:22

5:22

Until this year, Verisign's (VRSN) previous all-time high was from 2000. Now, the legacy tech company recently broke that metric and climbed higher off the back of its latest earnings. George Tsilis explains what's drawing rampant investor interest for Verisign once again. ======== Schwab Network ======== Empowering every investor and trader, every…

1
"Clearing "Cloud of Uncertainty:" Earnings & Fixed Income Overcome Tariffs 6:48

3d ago6:48

6:48

@CharlesSchwab's Joe Mazzola says markets are breaking through the "cloud of uncertainty" around tariffs, noting solid earnings and guidance clearing for many companies. However, next week's mega cap earnings will need to continue that momentum. Cooper Howard talks about how fixed income has moved with equities and how it can offer more insight int…

1
Commodities Review: Silver Prices Need to ‘Reset’, Pressure on Crude 7:15

3d ago7:15

7:15

Phil Streible thinks the next week is “paramount” between earnings, tariff news, and ultimately Fed comments. He looks at commodities markets, including gold and silver, noting strong flows into their corresponding ETFs. However, there was pressure to get silver into the U.S. before tariffs hit and now prices have to “reset” with trade deals made. …

1
BA Earnings Ahead: Key Levels & Options at Stock's 18-Month High 5:48

3d ago5:48

5:48

Boeing (BA) reported earnings on Tuesday, just before a slew of Big Tech earnings capture investor focus. Rick Ducat turns to the technical trends he sees in the chart ahead of the anticipated report. He weighs if the stock can overcome bearish signals as its sky-high rally continues. ======== Schwab Network ======== Empowering every investor and t…

1
Blanchard: INTC "Stabilized," Now Needs to Build on Foundation 7:28

3d ago7:28

7:28

For Lip-Bu Tan's first full quarter as Intel (INTC) CEO, Olivier Blanchard says he didn't do a bad job. He says investors should show patience as Tan works on the turnaround plan for Intel. He talks about where the company stands in the greater A.I. race, particularly in the CPU and GPU space. ======== Schwab Network ======== Empowering every inves…

1
Ladner: Market Could Keep Hitting Records Next Week 8:07

3d ago8:07

8:07

Scott Ladner thinks the market is back to caring about the fundamentals and earnings rather than tariff threats. He’s also looking forward to the jobs report next week and the Fed decision Wednesday, particularly Powell’s comments afterward. He expects the market to keep making new highs after the recent string of records. Scott likes an “equal wei…

1
Ives: MSFT Entering "Golden Era," TSLA to $500 & Mag 7 Earnings to Show Promise 12:38

3d ago12:38

12:38

Tech mega bull, Dan Ives, returns to the Watch List and breaks down the latest developments on all things Big Tech. Ives calls his $600 price target on Microsoft (MSFT) "conservative," believing the company is just entering a "golden era" as A.I. evolves. He expects Tesla (TSLA) to rebound and hit $500 within the next year, even after CEO Elon Musk…

1
Big Tech Breakdown: What to Watch in AAPL, AMZN, META & MSFT Earnings 6:49

3d ago6:49

6:49

Cory Johnson and Nick Raich offer a wide perspective on next week's big tech earnings. Cory Johnson says there's more to watch beyond Amazon's (AMZN) AWS growth, urging investors to pay attention to the company's big basket of businesses. He notes Meta Platforms (META) as a shining example to how the U.S. is shifting focus on data centers. Nick Rai…

1
Mueller: Credit Card Debt at Record Level, Creating Bubble 6:18

3d ago6:18

6:18

There’s a lot of “amazing things” happening with tariffs but expect pain ahead, says Patrick Mueller. “At some point, there’s going to be a pullback. However, he’s bullish on the next few years, and says it will be “hard to keep up with” AI’s trajectory. He notes that credit card debt is at all time highs and people are “financing their fast food” …

1
Looking for Quality as Tariff Impacts Hit: HSY, MCK & More 6:38

3d ago6:38

6:38

“Estimates are for tariff impacts to be between 15%-20%” as deals start to come through, up from around 1%-3%, explains Brian Krawez. This puts the Fed in a difficult decision because it’s uncertain how that will ripple through the economy. He thinks the U.S. dollar is “telling a story” right now and discusses “problematic” international economic c…

1
Investing in Crypto for Everyday Use 6:16

3d ago6:16

6:16

Everything comes down to the Fed’s decision, says David Stryzewski, and warns of potential stagflation. He discusses his metal holdings and the crypto industry in the wake of the GENIUS act. “I think people will be holding onto those gold-back stablecoins as an alternative to physical currency.” He thinks Bitcoin will lose dominance in favor of alt…

1
Airline Earnings: DAL & UAL Eat the Lion’s Share 7:12

3d ago7:12

7:12

Nicolas Owens covers airline earnings and is watching ticket prices and demand into the back half of the year. Airlines avoided the crisis the market was worried about in April and generally did fine this quarter. He likes the changes Southwest Airlines (LUV) are making to their baggage and boarding policies, saying they were “leaving money on the …

1
SBUX v. BROS: Coffee's David v. Goliath Story 8:39

3d ago8:39

8:39

Starbucks (SBUX) is facing "death by a thousand cuts," according to Likefolio's Andy Swan. His firm's data shows Dutch Bros (BROS) swiftly gaining web traction while Starbucks shows lagging interest. Andy talks about how growing competition against Starbucks has created a domino effect in sentiment against the company. ======== Schwab Network =====…

1
INTC Identity Crisis: "Why Not Just Buy AMD and NVDA?" 6:26

3d ago6:26

6:26

CFRA's Angelo Zino points to two key issues with Intel (INTC) after earnings: pressured margins despite cost-cutting measures, and a "blurry" strategic direction. He believes the company needs to put critical emphasis on its foundry and software businesses to stop to bleeding. Matt Tuttle poses the question: "Why bother" with Intel? He sees the com…

1
Paramount (PARA) Wants ‘Their Own Marvel’ – Will Skydance Deal Achieve It? 7:33

3d ago7:33

7:33

Stephen Kent reacts to government approval for the Paramount (PARA)/Skydance deal. “Mergers and acquisitions are back.” He thinks Paramount needs the Skydance acquisition “in order to survive.” He also expects “real investments” into its content slate for Paramount+: “they want their own Marvel.” Stephen emphasizes Paramount’s need to appeal to you…

1
The Big 3: OKTA, LLY, ADSK 13:50

3d ago13:50

13:50

@ProsperTradingAcademy's Charles Moon turns to three names he sees making notable recoveries in their stock price. He talks about the "great upside" Okta Inc. (OKTA) holds, Eli Lilly's (LLY) "technical breakout," and Autodesk's (ADSK) path to reclaim its 52-week high. Rick Ducat gives investors insight into the key levels to watch in the charts.===…

1
What are the Right ETF Options for Your Portfolio? 10:27

3d ago10:27

10:27

Christian Magoon of Amplify looks at the ETF market and discusses the “barbell” investing approach. He highlights some popular Amplify offerings, including the blue chip-focused DIVO and international options. Another is the growth and income QDVO and Amplify also offers blockchain and crypto ETFs. He also likes silver miners right now. ======== Sc…

1
Opportunities in Industrials; MMM, HON Example Trades 8:59

3d ago8:59

8:59

Jonathan Sakraida has a Strong Buy rating on 3M (MMM) and a Buy recommendation on Honeywell (HON). However, both are selling off after their quarterly earnings report. Jonathan sees catalysts for both names, including coming spinoffs. Alex Coffey shows example options trades on both names. ======== Schwab Network ======== Empowering every investor …

1
SPX Sluggish to Start Friday, Volatility Becoming 'Affordable' 6:12

3d ago6:12

6:12

Alex Coffey carries investors through the opening bell on the final trading day of the week, which shows relatively unchanged price action. He suggests markets are taking a pause after seeing stunning moves in recent weeks. On the options front, he talks about how volatility has become "cheap" and ways investors can take advantage. ======== Schwab …

1
Investors "Underappreciating" CVNA? Stock Upgraded Ahead of Earnings 9:20

3d ago9:20

9:20

Two and a half years ago, Carvana (CVNA) traded at $3.55. It's now trading for $330, near all-time highs. Marley Kayden talks about the recent upgrade from Oppenheimer driving gains Friday, as the firm sees meaningful growth that investors are "underappreciating." She notes the company's turnaround story that is expected to show progress in next we…

1
FCC Approves PARA & Skydance Merger, CNC Rallies on 2Q Loss, CHRT Earnings Miss 8:15

3d ago8:15

8:15

Centene (CNC) originally sold off after it posted a miss in its earnings, though shares rebounded after the opening bell. Sam Vadas explains why the company's prior financial health and current valuation are driving the reversal. Charter Communications (CHTR) didn't see a reversal in its price action, selling off over 13% on its earnings miss. Sam …

1
‘Sluggish’ Durable Goods Report Shows ‘Caution’ in Business Sector 9:12

3d ago9:12

9:12

Stephanie Guichard of The Conference Board reacts to Durable Goods Orders, saying the report shows “caution in the business sector.” Business investment “is not going to be that great going forward, but it’s not going to be that bad either.” She also looks at 2Q CEO confidence, and notes that more are revising capex spending lower that higher for t…

1
"No More Blank Checks" for INTC, DECK Leaps Off Earnings 7:57

3d ago7:57

7:57

Intel (INTC) shares took a hit when investors didn't see bullish traction for the company's cost-cutting plans. Jenny Horne mentions commentary from CEO Lip-Bu Tan suggesting there could be more headwinds coming for Intel. One company making strides on Wall Street: Deckers (DECK), rallying after showing international growth in its biggest brands. =…

1
Earnings Flood, FOMC Meeting & More Ecodata: Get Ready for Massive Week Ahead 7:00

3d ago7:00

7:00

Investors will closely watch next week's FOMC interest rate meeting even with expectations of rates staying unchanged. However, Kevin Hincks adds that there are a slew of earnings reports that will lead to substantial trading activity, which includes four Mag 7 names. If that's not enough to focus on, Kevin also notes several economic prints that w…

1
Options Corner: MSFT Near Highs Ahead of Earnings 4:01

3d ago4:01

4:01

Microsoft (MSFT) reports earnings alongside three other Mag 7 peers next week. The stock continues to trade near all-time highs after shares popped off the company's last report. Rick Ducat highlights key technicals investors should note in Microsoft's chart. He later offers an example options trade for the Big Tech firm. ======== Schwab Network ==…

1
Hamrick: U.S. Resilience Stands Despite Durable Goods Orders Decline 6:43

3d ago6:43

6:43

Mark Hamrick believes the U.S. economy will remain strong even as manufacturing lags. Friday's durable goods orders print showed a near-10% decline. Mark adds that Boeing's (BA) "mindboggling" backlog will be met at some point, even if the timeline slogs. On interest rates, he urges consumers to "divorce the noise" between when the White House want…

1
Role NVDA Plays in Building A.I. Infrastructure, Blackwell to "Push Boundaries" 5:51

3d ago5:51

5:51

Austin Lyons talks all things tech that are tied to Nvidia (NVDA). The chipmaker proved to be a leader in the A.I. buildout, though some investors and experts expressed skepticism that its leadership would continue. Austin believes Nvidia's leadership is far from over. He notes the company's Blackwell and Reuben chips will "push boundaries" in the …

1
Chart of the Day: CVNA Climb Back to Near All-Time Highs 3:48

3d ago3:48

3:48

Carvana's (CVNA) stunning recovery from $3.50 a couple years ago to $300 and near all-time highs is one that continues to grab investor and analyst interest. On Friday, Oppenheimer added to bullish optimism with an upgrade. Kevin Horner highlights the bearish and bullish levels investors should watch and describes the scenarios that can lead to sig…

1
"Brace for Impact:" Mag 7 Earnings, Tariff Talks & Trade Deadlines Next Week 8:31

3d ago8:31

8:31

This was a busy week on Wall Street, next week will be busier, says Sam Vadas. Apple (AAPL), Amazon (AMZN), Microsoft (MSFT) and Meta Platforms (META) all report earnings ahead. Sam talks about what investors and analysts expects to see in the reports. Those earnings come on top of next Friday's deadline for trade talks as investors seek clarity on…

1
Stock Market Today: INTC Earnings, TSLA Sell-Off, AAL & LUV Turbulence 2:42

4d ago2:42

2:42

Stocks closed mixed on Wall Street. The SPX and NDX eked out gains and hit new all-time highs while the $DJI and RUT closed lower. Tesla (TSLA) was behind a lot of the weakness when it sold off more than 8% on the session. American Airlines (AAL) and Southwest Airlines (LUV) traded down after showing mixed earnings results. Intel (INTC) also posted…

1
Examining ETF Themes: ‘Animal Spirits’, Warren Buffett & More 6:38

4d ago6:38

6:38

Adam Patti looks at innovation in ETFs. “They’re inexpensive, they’re tax efficient, they’re easy to trade,” he says, but you have to “look under the hood.” He thinks there’s an ETF for everyone, whether single-stock leveraged products or a broader basket. He discusses offerings from his company, VistaShares, including an “animal spirits” ETF or a …

1
Overlooked Stock: TNL Near All-Time Highs Off Strong Earnings 6:06

4d ago6:06

6:06

Travel + Leisure (TNL), formerly Wyndham Hotels & Resorts, reported earnings Wednesday that were much better than Wall Street expected. George Tsilis notes other aspects of the company that attracted investors, from their dividends to share buybacks. He takes a deep dive into Travel + Leisure's key businesses to highlight how the company climbed to…

1
EARNINGS ALERT: INTC, DECK 10:36

4d ago10:36

10:36

Intel (INTC) missed on EPS but posted a beat on revenue as the company seeks to regain lost ground in the A.I. race. Deckers (DECK) soared after it posted a beat and strong sales with some of its biggest brands. Marley Kayden, Alex Coffey and Jeff Pierce break down the reports and price action as it unfolded. ======== Schwab Network ======== Empowe…

1
Mega Cap Focus of "Solid" Earnings, Tariff Inflation Impacts Yet to Come 6:45

4d ago6:45

6:45

@CharlesSchwab's Kevin Gordon says earnings so far this quarter have proven to be "solid," both in EPS and revenue. However, he'll be watching for further tariff impacts and potential growth deterioration, especially in Big Tech. He adds that the recently announced tariff agreement with Japan isn't finalized and signals a need to reach agreements w…

1
Healy: Real Estate ‘Normalizing’, Baby Boom Coming 7:23

4d ago7:23

7:23

Rogers Healy says “we’re entering into a more normalized real estate market” despite housing prices continuing to hit highs. He expects a “huge boom” in the next several years as people buy houses they don’t really want now and try to sell later. He isn’t concerned about June Existing Home Sales coming in flat year over year. “We’re still seeing pe…

1
Tatro: ‘You Never Own Tesla for Current Valuation’ 9:45

4d ago9:45

9:45

Quint Tatro calls the sell off in Tesla (TSLA) “concerning” and says its turnaround probably won’t happen until 2026. “You never own Tesla for current valuation or data, you own Tesla because of the innovated products and what’s coming down the pike – always.” Although he complains that Musk’s forecasts can be hubristic, he thinks its robotaxis wil…

1
UNH Continues 50% Y/Y Sell-Off: Key Levels & Options in UNH & Healthcare 5:42

4d ago5:42

5:42

UnitedHealth (UNH) sold off after the company said it was complying with the Department of Justice in an investigation of the company's billing practices. While it and other healthcare stocks tumbled in 2025, Rick Ducat shows a divergence where one healthcare sector rallied where others slipped. He later turns to key levels and options activity inv…

1
AMZN, MSFT & JPM: Stocks to Weather "Significant" Tariff Volatility 7:52

4d ago7:52

7:52

Samuel Diarbakerly tells his clients to be "firefighters" in the current market by "running into the burning building when everyone else is running out." He is overweight on equities even on expectations of tariff volatility coming back into play. On stock picks, he believes JPMorgan Chase (JPM) is a name "everyone should own." He also sees Microso…

1
‘Something’s Very Wrong’ with American Airlines (AAL) 6:05

4d ago6:05

6:05

Tom Essaye and Michael Boyd talk airline earnings. “Something’s very wrong” with American Airlines, says Michael as the stock sinks post-earnings, especially when it comes to their future plans. He compares AAL unfavorably to Delta Airlines (DAL) and United Airlines (UAL). Tom is also disappointed with Southwest Airlines (LUV) but notes that the wh…

1
Palumbo: GOOGL to Reach $250, AMZN AWS "Rockin' and Rolling," Expect Tariff Volatility 6:28

4d ago6:28

6:28

Tariff volatility will reemerge in the short-term, says Phil Palumbo. While he sees stocks taking a hit, Big Tech will rebound and rally with more strength after anticipated volatility cools. After Alphabet's (GOOGL) earnings showed cloud and search strength, Phil expects the stock can climb to $250. He also believes Amazon's (AMZN) AWS platform ca…

1
State of Stablecoin: How the GENIUS Act, International Exposure & CRCL Affect Outlook 10:30

4d ago10:30

10:30

Kevin Lehtiniitty explains why investors need to keep stablecoin on their radar. He talks about how the GENIUS Act takes a leap forward for issuing stablecoin and adding clarity to the crypto industry. While the U.S. is still understanding how it works, Kevin says countries with rampant currency fluctuations like Argentina are more familiar with th…

1
"A Lot of Questions" Left After TSLA Earnings, Autonomous & EV Headwinds Ahead 6:26

4d ago6:26

6:26

Tesla (TSLA) sold off after missing earnings for the second quarter in a row. Elon Musk himself said "we probably could have a few rough quarters." Hatem Dhiab understands the selling action and says it's "impossible" not to be concerned about the company's short-term prospects. The removal of tax credits for EVs is a major headwind Hatem sees movi…