Best Refining Reason Podcasts (2025)

1
Is AI Revolution Under Threat from Tariffs? 56:42

2h ago56:42

56:42

A new wave of U.S. tariffs is raising costs and creating supply chain uncertainties for data centers and tech giants. Today's Stocks & Topics: VTIP - Vanguard Short-Term Inflation-Protected Securities Index Fund, Market Wrap, HIMS - Hims & Hers Health Inc., CRM - Salesforce Inc., Is AI Revolution Under Threat from Tariffs?, CP - Canadian Pacific Ka…

1
Sharp Decline in Chinese Freight Vessel Traffic Hits Major U.S. West Coast Ports 45:08

1d ago45:08

45:08

Supply chain disruptions are resulting as Chinese freight ship arrivals at the busiest U.S. ports have dropped significantly due to the ongoing trade war and tariffs. Today's Stocks & Topics: BTAL - AGF U.S. Market Neutral Anti-Beta Fund, META - Meta Platforms Inc, Market Wrap, LDOS - Leidos Holdings Inc, SN – Shark Ninja Inc., Stock-Bond Correlati…

1
Amazon Drops Plan to Show Tariff Charges on Product Listings 46:43

2d ago46:43

46:43

Amazon briefly considered showing tariff-related costs on some product pages but abandoned the idea following criticism from the White House and a direct call from President Trump to Jeff Bezos. Today's Stocks & Topics: SCCO - Southern Copper Corp., Market Wrap, Treasury Inflation-Protected Securities (TIPS), STIP - iShares 0-5 Year TIPS Bond ETF, …

1
A Simple Guide to Investing in Gold 47:18

3d ago47:18

47:18

Choose the best option for your portfolio and financial goals by using the various ways to invest in gold, including mining stocks, gold ETFs, futures, and purchasing physical gold. Today's Stocks & Topics: EWZ - iShares MSCI Brazil ETF, Market Wrap, ODFL - Old Dominion Freight Line Inc., A Simple Guide to Investing in Gold, NEM - Newmont Corp., GO…

1
What Does Stagflation Mean for Your Wallet? 46:27

6d ago46:27

46:27

Rising stagflation risks are marked by slow economic growth and high inflation; and they can impact your investments, spending, and overall financial planning. Today's Stocks & Topics: TTC - Toro Co., Market Wrap, JEPQ - J.P. Morgan Nasdaq Equity Premium Income ETF, What Does Stagflation Mean for Your Wallet?, Following Politicians Stock Trades, KP…

1
Why Should You Care If the US Dollar Falls? 47:27

7d ago47:27

47:27

A decline in the US dollar can affect prices, investments, and travel costs, making it important to understand how these changes might influence your everyday life. Today's Stocks & Topics: TTD - Trade Desk Inc. Cl A, Market Wrap, OKE - ONEOK Inc., ADBE - Adobe Inc., Why Should You Care If the US Dollar Falls?, AEM - Agnico Eagle Mines Ltd., CME - …

1
How Much Money Do Americans Think They Need to Retire? 45:39

8d ago45:39

45:39

A recent survey explored Americans’ perceptions of the ideal retirement savings amount, and it highlighted the gap between expectations and reality. Today's Stocks & Topics: PRIM - Primoris Services Corp., Market Wrap, SPG - Simon Property Group Inc., CPT - Camden Property Trust, MAA - Mid-America Apartment Communities Inc., NKE - Nike Inc. Cl B, T…

1
Five Essential Applications of Generative AI in Finance 47:13

9d ago47:13

47:13

Generative AI is transforming finance by enhancing budgeting, financial planning, education, literacy games, and debt negotiation simulations. Today's Stocks & Topics: CSCO - Cisco Systems Inc., Market Wrap, Five Essential Applications of Generative AI in Finance, VUCP - Vanguard USD Corporate Bond UCITS ETF, Dentists and Private Equity Firms, Tari…

1
Best of Caller Questions 46:55

10d ago46:55

46:55

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: 401k, How to Analyze ETFs, Rental Properties Insurance, Emerging Markets - Brazil, Cannabis ETFs, China's Deep Seek, Roth 403b vs. Roth I-R-A, Crypto Cur…

1
Best of Caller Questions - Good Friday 46:55

13d ago46:55

46:55

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: Stocks with Two Symbols, Safe Investment, The Thrift Savings Plan (TSP), Roth Conversions, Dividends, Fixed Annuities, Precious Metals Stocks, Bonds, Pan…

1
LibreEval: The Largest Open Source Benchmark for RAG Hallucination Detection 27:19

13d ago27:19

27:19

For this week's paper read, we actually dive into our own research. We wanted to create a replicable, evolving dataset that can keep pace with model training so that you always know you're testing with data your model has never seen before. We also saw the prohibitively high cost of running LLM evals at scale, and have used our data to fine-tune a …

1
Trump's Unpredictable Tariff Policy Presents Buying Opportunities 45:28

14d ago45:28

45:28

Market experts are suggesting that long-term investors could find buying opportunities amidst the uncertainty of President Trump's tariff policies. Today's Stocks & Topics: MU - Micron Technology Inc., Market Wrap, GOOGL - Alphabet Inc. Cl A, PSK - SPDR ICE Preferred Securities ETF, Trump's Unpredictable Tariff Policy Presents Buying Opportunities,…

1
Should You Pay Off Low-Interest Student Loans Before Buying a Home? 46:14

15d ago46:14

46:14

There are several factors to consider... like interest rates, your long-term stability, and financial goals. Today's Stocks & Topics: DOCN – Digital Ocean Holdings Inc., Market Wrap, Should You Pay Off Low-Interest Student Loans Before Buying a Home?, Gold, SIEGY - Siemens AG ADR, MSFT - Microsoft Corp., GOOG - Alphabet Inc. Cl C, Demand for Gold i…

1
Do Recessions Have a Silver Lining? 46:49

16d ago46:49

46:49

Key lessons from past recessions and depressions include the role of economic downturns in correcting market imbalances, shaping consumer and business behavior, influencing investment strategies, and driving long-term economic recovery and growth. Today's Stocks & Topics: BOH - Bank of Hawaii Corp., Market Wrap, SMCI - Super Micro Computer Inc., Do…

1
What are Junk Bonds? 46:32

17d ago46:32

46:32

Junk bonds offer higher yields but come with a greater risk of default, making them a complex and potentially lucrative investment option for those willing to accept increased uncertainty. Today's Stocks & Topics: ALB - Albemarle Corp., Market Wrap, AGX - Argan Inc., F - Ford Motor Co., What are Junk Bonds?, GPN - Global Payments Inc., EMN - Eastma…

1
Should You Convert Your Tax-Deferred Savings to a Roth? 46:12

20d ago46:12

46:12

It’s important to weigh the pros and cons of converting your tax-deferred retirement savings to a Roth IRA by considering factors like tax implications, financial goals, and long-term benefits. Today's Stocks & Topics: LLY - Eli Lilly & Co., Market Wrap, CVX - Chevron Corp., Should You Convert Your Tax-Deferred Savings to a Roth?, KPP Newsletter, O…

1
Supercharge Your Savings in Your 40s and 50s 35:37

21d ago35:37

35:37

There are several actionable strategies and tools to maximize retirement savings in your 40s and 50s, including catch-up contributions, HSAs, Roth IRA conversions, and leveraging technology. Today's Stocks & Topics: LEG - Leggett & Platt Inc., Market Wrap, Roth I-R-A, PYPL - PayPal Holdings Inc., Supercharge Your Savings in Your 40s and 50s, FANG -…

1
Trump's Tariff Turmoil Drives Oil Prices, So Low Drilling Isn't Always Profitable 45:53

22d ago45:53

45:53

Escalating trade tensions and tariff implementations have caused a significant drop in oil prices, to the point where some U.S. oil producers are finding it challenging to maintain profitability in drilling operations. Today's Stocks & Topics: SD - SandRidge Energy Inc., Market Wrap, MOH - Molina Healthcare Inc., MDT - Medtronic PLC, Trump's Tariff…

1
Mounting Pressure on Fed as Wall Street Bets on Rate Cut 46:42

23d ago46:42

46:42

Markets and President Trump are increasing pressure on the Federal Reserve to implement near-term rate cuts amid escalating tariff turmoil and growing economic uncertainty. Today's Stocks & Topics: OXY - Occidental Petroleum Corp., BAM - Brookfield Asset Management Ltd. Cl A, BN - Brookfield Corp., Mounting Pressure on Fed as Wall Street Bets on Ra…

1
Tariff Fallout: Bond Yields Plummet as Investors Seek Safety 46:33

24d ago46:33

46:33

Investors are flocking to safe-haven assets amid market turmoil triggered by recent tariff announcements, and global bond yields have sharply declined. Today's Stocks & Topics: ZM - Zoom Communications Inc., Market Timing, ACN - Accenture PLC Cl A, Tariff Fallout: Bond Yields Plummet as Investors Seek Safety, DELL - Dell Technologies Inc. Cl C, Mar…

1
Hyundai's Georgia EV Plant: A Strategic Bet on Electric and Hybrid Vehicles 46:30

27d ago46:30

46:30

Hyundai has officially opened its new $7.6 billion electric vehicle plant in Georgia, marking a significant investment in U.S. manufacturing. Today's Stocks & Topics: AMRC - Ameresco Inc. Cl A, DIS - Walt Disney Co., Market Wrap, GFL - GFL Environmental Inc., Tariffs, Hyundai's Georgia EV Plant: A Strategic Bet on Electric and Hybrid Vehicles, WBD …

1
AI Benchmark Deep Dive: Gemini 2.5 and Humanity's Last Exam 26:11

27d ago26:11

26:11

This week we talk about modern AI benchmarks, taking a close look at Google's recent Gemini 2.5 release and its performance on key evaluations, notably Humanity's Last Exam (HLE). In the session we covered Gemini 2.5's architecture, its advancements in reasoning and multimodality, and its impressive context window. We also talked about how benchmar…

1
Trump's 'Liberation Day' Tariffs: A Global Trade Shift 46:57

28d ago46:57

46:57

President Trump's so-called April 2 "Liberation Day" tariffs promise to significantly alter U.S. trade policy with potentially far-reaching impacts on global markets, consumer prices, and economic stability. Today's Stocks & Topics: ZM - Zoom Communications Inc., Market Wrap, MACD Divergence, DVN - Devon Energy Corp., EWW - iShares MSCI Mexico ETF,…

1
Best of Caller Questions 46:56

29d ago46:56

46:56

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Starting a Roth I-R-A, How Long to Hold an Investment, Rollovers, Social Security Withdraw, Dividends, Covered Calls, Options Trading, Moving Averages, I…

1
Can We Afford to Ignore Financial Literacy? 46:42

1M ago46:42

46:42

It is critically important to improve financial knowledge because alarming statistics are revealing there are widespread gaps in budgeting, saving, and credit understanding among U.S. adults. Today's Stocks & Topics: GEV - GE Vernova Inc., Market Wrap, RBC - RBC Bearings Inc., Can We Afford to Ignore Financial Literacy?, FDX - FedEx Corp., RYCEY - …

1
Goldman Sachs Raises Recession Odds 46:42

1M ago46:42

46:42

Due to heightened economic uncertainty and potential downturns in the global economy, Goldman Sachs has increased its recession odds. Today's Stocks & Topics: NUE - Nucor Corp., Marker Wrap, OPRA - Opera Ltd. ADR, Goldman Sachs Raises Recession Odds, Treasury Bills, GOLD - Barrick Gold Corp., Performance in the First Quarter, LULU - Lululemon Athle…

1
Investors Flock to Gold ETFs Amid Bitcoin's February Dip 46:25

1M ago46:25

46:25

Investors favor the stability of gold ETFs and they are pouring billions into commodities-focused funds like SPDR Gold Shares. Today's Stocks & Topics: BRBR - BellRing Brands Inc., Market Wrap, CLPBF - Coloplast A/S Series B, Investors Flock to Gold ETFs Amid Bitcoin's February Dip, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gaso…

1
Wall Street's Diversification Strategies Shine in Uncertain Market 45:48

1M ago45:48

45:48

Diversified investment strategies are outperforming traditional U.S. equity-focused approaches, and this highlights a significant shift in Wall Street's investment landscape. Today's Stocks & Topics: WMB - Williams Cos., Market Wrap, Capital One’s CDs, Wall Street's Diversification Strategies Shine in Uncertain Market, NEM - Newmont Corp., Market M…

1
This Tax Season is A Peak Time for Scams Amid IRS Uncertainty 46:20

1M ago46:20

46:20

As tax season unfolds, scammers are exploiting uncertainty and using familiar tactics like fake IRS communications and promises of large refunds to target taxpayers. Today's Stocks & Topics: CPS - Cooper-Standard Holdings Inc., Market Wrap, MYRG - MYR Group Inc., Volkswagen, This Tax Season is A Peak Time for Scams Amid IRS Uncertainty, SEZL - Sezz…

1
China Unveils Plan to Boost Domestic Spending and Combat Tariffs 47:00

1M ago47:00

47:00

Amid ongoing trade tensions with the United States, authorities in China say they will stimulate domestic consumption and reduce reliance on exports. Today's Stocks & Topics: PVH - PVH Corp., Market Wrap, Vanguard Sector ETFs, China Unveils Plan to Boost Domestic Spending and Combat Tariffs, NFLX - Netflix Inc., Market Madness, MMM - 3M Co., Privat…

1
Model Context Protocol (MCP) 15:03

1M ago15:03

15:03

We cover Anthropic’s groundbreaking Model Context Protocol (MCP). Though it was released in November 2024, we've been seeing a lot of hype around it lately, and thought it was well worth digging into. Learn how this open standard is revolutionizing AI by enabling seamless integration between LLMs and external data sources, fundamentally transformin…

1
Accelerating US Money Supply Growth: A Sign of Big Changes for the Stock Market? 45:57

1M ago45:57

45:57

Stock market analysts are suggesting that, with the U.S. money supply growing at a fast pace, smaller companies could benefit as access to capital improves. Today's Stocks & Topics: OKLO - Oklo Inc., Market Wrap, WBA - Walgreens Boots Alliance Inc., KBH - KB Home, CALF - Pacer US Small Cap Cash Cows ETF, Accelerating US Money Supply Growth: A Sign …

1
Recency Bias: How Recent Events Skew Investment Decisions 46:31

1M ago46:31

46:31

“Recency bias”, is a cognitive error that occurs when investors overemphasize RECENT information, and it can lead to irrational decisions– like panic selling during market downturns or chasing asset bubbles. Today's Stocks & Topics: MOS - Mosaic Co. (NYS), SPY - SPDR S&P 500 ETF Trust (ETF), SPLG - SPDR Portfolio S&P 500 ETF (ETF), questions from o…

1
Social Security’s Uncertain Future Sparks Debate Over Privatization 46:40

1M ago46:40

46:40

As Social Security faces funding challenges, some experts argue privatization could offer higher returns, while critics warn that privatization risks undermining the program’s safety and predictability. Today's Stocks & Topics: RIO - Rio Tinto PLC ADR (NYS), ETSY - Etsy Inc. (NAS), AVGO - Broadcom Inc. (NAS), TTI - Tetra Technologies Inc. (NYS); qu…

1
How Much Are You Paying for Financial Advice? 45:51

1M ago45:51

45:51

It's essential that investors ask the right questions because understanding the true cost of financial advice can be complex. Today's Stocks & Topics: URNM - Sprott Uranium Miners ETF (ETF), IIPR - Innovative Industrial Properties Inc. (NYS), TREX - Trex Co. Inc. (NYS), PHO - Invesco Water Resources ETF (ETF), PIO - Invesco Global Water ETF (ETF); …

1
US-Russia Thaw Sparks Investor Optimism in Russian Markets 47:00

1M ago47:00

47:00

As diplomatic relations between the US and Russia show signs of improvement, investors are increasingly optimistic about Russian assets, driving gains in the ruble and in stock markets. Today's Stocks & Topics: GIB - CGI Inc. Cl A, Market Wrap, Annuities, HSBC - HSBC Holdings PLC ADR, Potential for Market Correction, MSCI - MSCI Inc., US-Russia Tha…

1
Fed Faces Stagflation Risks as Inflation and Economic Uncertainty Grow 46:58

2M ago46:58

46:58

Federal Reserve Chairman Jerome Powell must navigate the dual challenges of persistent inflation and weakening economic confidence. Today's Stocks & Topics: CLH - Clean Harbors Inc., Market Wrap, Fed Faces Stagflation Risks as Inflation and Economic Uncertainty Grow, BWXT - BWX Technologies Inc., Backdoor Roth I-R-As, MEDP - Medpace Holdings Inc., …

1
Best of Caller Questions - 3/14/2025 46:55

2M ago46:55

46:55

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Trend Following, Return of Equity and Ret. Of Assets, Quant Investing, Treasuries, Index Funds, Money Market Funds, 401k Withdrawal, Dividend Reinvestmen…

1
Best of Caller Questions - 3/13/2025 46:55

2M ago46:55

46:55

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Trailing Stops, 529-Plan, Stop Orders, Roth I-R-A Contributions, Tariffs, 403B Plan, Covered Calls, Taking Profits, Inherited I-R-A, Reversion to the Mea…

1
Best of Caller Questions - 3/12/2025 46:56

2M ago46:56

46:56

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: 401k, How to Analyze ETFs, Rental Properties Insurance, Emerging Markets - Brazil, Cannabis ETFs, China's DeepSeek, Roth 403b vs. Roth I-R-A, Crypto Curr…

1
3 Reasons a Bear Market Could Be Looming 46:30

2M ago46:30

46:30

The potential for a bear market in 2025 is heightened by factors such as ongoing economic uncertainty, the impact of tariffs on global trade, and concerns over inflation and valuation levels in the stock market. Today's Stocks & Topics: MTH - Meritage Homes Corp., Taking a Loss, Market Wrap, MKSI - MKS Instruments Inc., DELL - Dell Technologies Inc…

1
1 in 3 Americans Experienced Financial Fraud in the Past Year 46:58

2M ago46:58

46:58

A new Bankrate survey reveals that a staggering 34% of U.S. adults have experienced financial fraud or scams in the past year, with nearly 2 in 5 losing money as a result. Today's Stocks & Topics: HRI - Herc Holdings Inc., Market Wrap, CVE - Cenovus Energy Inc., LNC - Lincoln National Corp., 1 in 3 Americans Experienced Financial Fraud in the Past …

1
Mortgage Rates Fall: Should You Buy or Refinance? 47:10

2M ago47:10

47:10

With mortgage rates decreasing for various loan types, potential homebuyers might find more favorable conditions for purchasing and current homeowners should carefully evaluate their circumstances. Today's Stocks & Topics: TTD - Trade Desk Inc. Cl A, CRWD - CrowdStrike Holdings Inc. Cl A, Market Wrap, Mortgage Rates Fall: Should You Buy or Refinanc…

1
Recession Indicator Flashes Warning: Investors Prepare 46:53

2M ago46:53

46:53

The inverted yield curve, a key recession indicator, is signaling investors to prepare for a potential economic downturn. Today's Stocks & Topics: MRVL - Marvell Technology Inc., URI - United Rentals Inc., K - Kellanova, CGXU - Capital Group International Focus Equity ETF, AI - C3.ai Inc., Recession Indicator Flashes Warning: Investors Prepare, GRN…

1
Google, Meta Execs Blast Europe Over Strict AI Regulation 46:15

2M ago46:15

46:15

As the EU moves forward with its AI Act and other tech regulations, executives from Google and Meta have criticized the policies. Today's Stocks & Topics: CSCO - Cisco Systems Inc., Market Wrap, Google, Meta Execs Blast Europe Over Strict AI Regulation, DV – Double Verify Holdings Inc., CE - Celanese Corp., CW - Curtiss-Wright Corp., Changing World…

1
America's Economic Paradox: Wealthy Spending Surge Meets Rising Credit Card Debt 45:13

2M ago45:13

45:13

U.S. economic growth is fueled by consumer spending with the top 10% of earners contributing to nearly half of those expenditures. Today's Stocks & Topics: VLO - Valero Energy Corp., Market Wrap, America's Economic Paradox: Wealthy Spending Surge Meets Rising Credit Card Debt, 401k Rollover, BKE - Buckle Inc., PLTR - Palantir Technologies Inc., Eco…

1
Is Pre-IPO Investing Worth the Risk? 46:32

2M ago46:32

46:32

The lure of the high-stakes world of pre-IPO investing teases astronomical returns, but there are hidden risks and uncertainties. Today's Stocks & Topics: FSLR - First Solar Inc., Market Wrap, Annuities, CLX - Clorox Co., Is Pre-IPO Investing Worth the Risk?, EADSY - Airbus SE ADR, BAESF - BAE Systems PLC, Key Benchmark Numbers: Treasury Yields, Go…

1
AI Roundup: DeepSeek’s Big Moves, Claude 3.7, and the Latest Breakthroughs 30:23

2M ago30:23

30:23

This week, we're mixing things up a little bit. Instead of diving deep into a single research paper, we cover the biggest AI developments from the past few weeks. We break down key announcements, including: DeepSeek’s Big Launch Week: A look at FlashMLA (DeepSeek’s new approach to efficient inference) and DeepEP (their enhanced pretraining method).…

1
Average Retiree Spending: Will You Have Enough? 46:55

2M ago46:55

46:55

With average monthly expenses in retirement reaching around $5,000, retirees must navigate a delicate balance between enjoying their golden years and ensuring their savings last a lifetime. Today's Stocks & Topics: SCHD - Schwab US Dividend Equity ETF, Market Wrap, BAH - Booz Allen Hamilton Holding Corp., CIVI - Civitas Resources Inc., TSLA - Tesla…

1
Choosing Between Dollar-Cost and Value Averaging 46:22

2M ago46:22

46:22

Investors can choose between two savvy strategies that help mitigate market volatility and potentially boost returns. Today's Stocks & Topics: AOS - A.O. Smith Corp., Market Wrap, CCB - Coastal Financial Corp., Choosing Between Dollar-Cost and Value Averaging, Viewer Comment, AVGE - Avantis All Equity Markets ETF, COWZ - Pacer U.S. Cash Cows 100 ET…

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Refining Reason Podcasts

Podcasts Worth a Listen