Best The Cap And Bull Show Podcasts (2025)

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Stock Market Today: TSLA Rallies on Deliveries, MSFT A.I. Pullback, CNC 8-Year Low 2:22

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25m ago2:22

2:22

The SPX taps yet another new all-time high as all major indices but the $DJI closed higher. Tesla (TSLA) gave markets a boost through its rally despite posting lackluster vehicle deliveries. Microsoft (MSFT) made multiple headlines off reports of the company curbing A.I. chip ambitions, paired with another layoff. Centene (CNC) collapsed to near-de…

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American Tungsten – An Exploration And Development Company Focused On Bringing The IMA Mine In Idaho Back Into Domestic Production Of Tungsten, Moly, and Silver 16:00

1h ago16:00

16:00

Ali Haji, CEO of American Tungsten Corp. (CSE:TUNG) (OTCQB:DEMRF) (FSE:RK9), joins me to introduce the exploration and development company focused on bringing onshore tungsten mining and production capabilities to the United States through its derisked past-producing IMA Mine in Idaho. We start off discussing the dynamics around this strategic defe…

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Butowsky: TSLA "Grossly Overpriced," A.I. Supplements "Pure Car Company" 6:30

1h ago6:30

6:30

Ed Butowsky was "surprised" that Tesla's (TSLA) vehicle deliveries came in at just above 384,000 for the quarter. He expected a "disaster" print despite sales already showing a 10% year-over-year decline. Ed believes valuations need to sharply decelerate or Tesla needs to find a way to swiftly drive up profits, even with expectations of a Model Y u…

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Crypto Corner: Texas BTC Reserve, Tokens for SpaceX and Private Companies 13:08

2h ago13:08

13:08

Ahead of the 4th of July fireworks, Bitcoin shares surged Wednesday as crypto investor bullishness returned. Jenny Horne and Nate Peterson examine the developments out of Austin, Texas as the state is putting $10 million towards its Strategic Bitcoin Reserve. Later, Nate provides his technical takeaways on the chart of Bitcoin futures (/BTC) and th…

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Energy Outlook: XOM, CVX Poised for 4th of July Demand Surge 5:54

6m ago5:54

5:54

Dryden Pence discusses the energy landscape ahead of the 4th of July holiday weekend. With tensions in the Middle East easing and OPEC's spare capacity at 5 million barrels a day, Pence believes the risk premium on crude oil has been largely priced in. While he expects a short-term demand spike due to increased travel, Pence doesn't see any major s…

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Overlooked Stock: VC Upgrade Sends Autonomous Tech Stock Soaring 6:54

7m ago6:54

6:54

George Tsilis believes Visteon (VC) is well-positioned in the autonomous tech space. Wolfe Research agreed, as it upgraded the company to outperform. George notes the partnerships Visteon racked up to make itself a competitor in the space and how it compares to Tesla (TSLA). ======== Schwab Network ======== Empowering every investor and trader, eve…

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"Conveyor Belt Stream" of A.I. News Fuel Bulls, Nonfarm Payrolls on Deck 7:26

28m ago7:26

7:26

Charles Schwab's Nathan Peterson says investors are experiencing a "FOMO-no-mo" market, thanks to A.I. optimism. However, he urges caution in the weeks ahead, pointing to tariff volatility as the main culprit. Cooper Howard turns to the Fed and the impact jobs data will have on interest rates. If Thursday's nonfarm payrolls comes under 110,000, Coo…

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Commodities Breakdown Before Long Weekend 7:06

1h ago7:06

7:06

Dan Deming attributes the bounce in gold and crude oil to attention back on the Middle East. If interest rates are “actually cut” later this year, he thinks gold will “most likely” move to new highs, especially if the dollar remains under pressure. He thinks Bitcoin is “not there yet” as an asset, but that the technology will keep evolving. He prev…

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MSFT Mega Cap "Leader" Role, ORCL Challenges Pricing Power 6:08

1h ago6:08

6:08

Microsoft (MSFT) cut 9,000 workers from its company in what Christopher P. Davis calls a "capital allocation decision." He says the Mag 7 giant is "the leader" of the mega cap companies and seeks to maintain its lead through cloud strength and enterprise acceleration. However, Christopher sees Oracle (ORCL) "nipping at the heels" of Microsoft when …

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Reasons to Keep a Little Cash on the Sidelines 8:39

1h ago8:39

8:39

Matt Maley says that when there are big market scares in the spring, they often come back to bite traders in the fall. “I’m a little less bullish than I think some people are.” He thinks investors should put some cash on the sidelines for a bit and makes the argument why. “The ones with cash on the sidelines aren’t the ones who sell at the bottom –…

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Hegener: Euro Gone in Ten Years, Traditional Automakers Will Go ‘Way of the Blackberry’ 8:26

4h ago8:26

8:26

Joe Hegener thinks the market will hit highs in the second half of the year, but likens conditions to a “game of musical chairs.” One of his hot takes is that the euro won’t exist in ten years – he thinks the Eurozone will look substantially different in the next decade as populist sentiment sweeps through its members. He also says that traditional…

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What the ADP Employment Negative Print Means 6:15

1h ago6:15

6:15

John Lonski and Daniel Zhao give their perspective on the job market after the ADP employment report posted a surprise negative. John expects rates to fall as jobs weaken and says tariffs could have a bigger economic impact than expected. Daniel notes his firm Glassdoor’s employee confidence survey has hit lows, and also expects the jobs market to …

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Analyst Names RGTI, IONQ & QBTS as Buys in Crowded Quantum Space 5:58

2h ago5:58

5:58

Several quantum stocks like Rigetti Computing (RGTI), D-Wave Quantum (QBTS), and IonQ Inc. (IONQ) rallied after Cantor Fitzgerald initiated coverage with buy ratings. George Tsilis notes the risk-reward outlook remains highs for the stocks, but warns investors not to get lost in the industry as it becomes crowded. ======== Schwab Network ======== E…

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Fourth of July Travel Trends & Savings Tips 5:48

8m ago5:48

5:48

Hayley Berg previews 4th of July travel trends. She expects 4% more flights year over year, as well as busier roads. Rental car prices are up, but not as bad as we’ve seen. The most popular destinations include New York City, Seattle, and Miami – but people are also traveling internationally. “Prices are down almost across the board” for internatio…

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Will META's Big Investment in A.I. Payoff as "Superintelligence" Gains Traction? 6:49

4h ago6:49

6:49

How much money is too much money for Meta Platforms (META) to spend on A.I.? Andy Swan with LikeFolio tackles that question by looking at the company's extensive history with acquisitions, including Meta's $1 billion purchase of Instagram in 2012. Andy offers his thesis on why investors can "buy dips until further notice." ======== Schwab Network =…

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Constellation Brands (STZ): It All Comes Down to Guidance 6:06

11m ago6:06

6:06

Gerald Pascarelli and Nick Raich break down Constellation Brands (STZ) earnings, which missed expectations on the top and bottom line. Nick notes that the guidance is “less bad” than it was last quarter, suggesting the worst may be behind it from here. Gerald notes that the guidance is calling for a trend reversal that he’s not sure they can pull o…

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Brachman: Fed is Doing ‘Exactly the Right Thing’ 7:13

13m ago7:13

7:13

Aaron Brachman thinks the economy is generally in a good spot and the Fed is doing “exactly the right thing.” He thinks inflation is “mostly under control” and unemployment is still “pretty low” despite the negative ADP employment report this morning. Thus, he argues it would be “kind of silly” to cut rates right now and give up leverage over the e…

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The Big 3: OKLO, META, EWJ 14:11

15m ago14:11

14:11

On today's Big 3, TheoTrade's Don Kaufman offers three bearish takes and example options trades. He sees a "long road to the downside" Oklo Inc. (OKLO) until it posts profits. Don adds that Meta Platforms (META) will continue its reversal into the red and sees the iShares MSCI Japan ETF (EWJ) falling as investors "underprice" tariff risk. Rick Duca…

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Heliostar Metals - Stockpile Drilling Results and Production Strategy Update 11:13

6h ago11:13

11:13

In this company update, Charles Funk, President and CEO of Heliostar Metals (TSX.V:HSTR - OTCQX:HSTXF - FRA: RGG1), joins me to break down the latest drill results from the Truckshop stockpile at the La Colorada Project, and how these low-capex sources of gold could fund the next stage of development. Key Topics: Truckshop Stockpile Drill Results: …

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More Than Half of Investors Think AI is a ‘Bubble Waiting to Burst’ 7:38

4h ago7:38

7:38

David Goodsell sees a “substantial change” in U.S. investor sentiment as people turn more cautious. Inflation is the #1 concern he sees. People are saving less, and half of investors don’t expect to benefit from future policy changes. Many are looking for safety – and many think AI is a bubble waiting to burst. However, investors still expect to ma…

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Metalla Royalty & Streaming - Revenue Growth, Portfolio Advancements & Long-Life Asset Pipeline 16:23

8h ago16:23

16:23

In this company update, we welcome back Brett Heath, CEO of Metalla Royalty & Streaming (TSX.V:MTA & NYSE:MTA), for a comprehensive discussion on the company’s growth trajectory, asset updates, and strategic financing moves. Key Highlights: Revenue growth accelerating: Metalla expects ~$12M USD in 2025 revenue (~4,000 GEOs), with a path toward $50–…

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Altman Criticizes META A.I. Push, META "Reasonably Priced" Near All-Time High 10:35

9h ago10:35

10:35

Sam Altman, CEO of OpenAI, called Meta Platforms (META) CEO Mark Zuckerberg's A.I. recruitment efforts "distasteful." Jeff Pierce gives investors a closer look into the commentary and explains what's driving Altman to speak out now. Despite the feud, Prosper Trading Academy's Scott Bauer believes Meta's stock is "reasonably priced" even as it trade…

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Bajarin: New AAPL Partnerships Will Open Door to Rich A.I. Cycle 11:39

4h ago11:39

11:39

Ben Bajarin considers Apple (AAPL) a "pinnacle of innovation" for hardware. He believes investors want to see that same innovation on the software end, particularly through A.I. and Siri. He sees potential partnerships with Anthropic or OpenAI as ways Apple can elongate its A.I. cycle. Ben also discusses why Apple may be trying to sell more Macs an…

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Consumer Spending Story Over From Here? 11:09

5h ago11:09

11:09

Garrett Melson says the real story on the tax bill is it won’t be as supportive for growth as the government is claiming. He thinks the impact of tariffs might be less than feared but says we’re “not quite out of the woods” on the labor market after a negative print from the ADP this morning. “The big story is that [labor falling] is not really a f…

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CNC Hits 8-Year Low, Big Banks Boost Dividends, STZ Earnings Rally 9:47

5h ago9:47

9:47

Centene (CNC) sold off more than 30% at the opening bell after withdrawing full-year guidance. Diane King Hall talks about how the "big, beautiful bill" plays a pivotal role in that downside price action. Big banks like JPMorgan Chase (JPM), Goldman Sachs (GS) and Morgan Stanley (MS) boosted their dividends as they see rosier growth outlooks. Diane…

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Private Payrolls Show Weakness While TSLA Rallies on Sluggish Vehicle Deliveries 6:02

5h ago6:02

6:02

Private payrolls in the latest ADP employment report ticked to the downside, which Alex Coffey suggests can send a stronger signal to the FOMC to cut interest rates. One strange green shoot seen at the opening bell: Tesla (TSLA), which rallied despite its underwhelming vehicle deliveries for the second quarter. Alex later turns to Big Tech as a who…

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"All Eyes on July 4th" as House Weighs Tax Bill 6:56

5h ago6:56

6:56

After the Senate narrowly passed the latest version of President Trump's "big, beautiful bill" on Tuesday, the House will start discussions today. Sandra Swirski says pressure is on for the GOP if they're to meet Trump's self-imposed July 4th deadline. She talks about what she sees as consumer-friendly initiatives the bill pushes, such as opening i…

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TSLA Rallies Despite Vehicle Sales Deceleration, Standing Against EV Competitors 6:44

5h ago6:44

6:44

Tesla's (TSLA) 384,000 vehicle deliveries in the second quarter didn't meet all analyst expectations, but investors brushed off their metrics. Jenny Horne talks about how this rally can be thinner than as it appears on the surface and how growth compares to EV competitors. ======== Schwab Network ======== Empowering every investor and trader, every…

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Options Corner: CVNA Price Target Hike 2:33

5h ago2:33

2:33

Following a price target hike from JMP Securities to $440, Rick Ducat zooms out to the 5-year chart for a "cup and handle" pattern taking shape on the chart for Carvana (CVNA). He explains the formation, why it is significant and then demonstrates the 1-year uptrend on CVNA shares taking place right now. Later, Rick composes a neutral to bullish op…

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U.S. Dollar Weakness Amid Cyclical Challenges, 'May Not Be Over Right Now' 8:57

5h ago8:57

8:57

Thierry Wizman examines the current levels for the U.S. dollar and assesses the probability of a multi-year decline in dollar strength. He says that weakness "may not be over right now" as global central banks adjust policy and global trade adjusts to a new tariff policy. Thierry also posits that the dollar weakness could be a sign of a dent in "Am…

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Kalenyska: Consumers See AAPL "Competitive Pressure" Mounting 5:59

6h ago5:59

5:59

Tsvetta Kalenyska says social media sentiment for Apple (AAPL) has been busy this week as the company considers adding Anthropic or OpenAI to help power its revamped Siri offering. Just in the last 7 days, she says some posts indicate a "concern" over AAPL's privacy and they see a "competitive pressure" mounting for the iPhone maker. Tsvetta adds t…

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Chart of the Day: ADBE Downgrade, Figma Going Public 3:30

6h ago3:30

3:30

Redburn downgraded Adobe (ADBE) to a sell rating a day after Figma files for an IPO. Rachel Dashiell discusses the technical patterns on ADBE's chart, looking at the software company's overall downtrend. She says shares are in a "repair" mode now, hovering near its 50-day moving average. Rachel sees upward resistance still ahead, but points to the …

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SPX "Golden Cross" and Rotation Trade Kickstart 2H25 9:40

6h ago9:40

9:40

The rotation trade has been on the minds of traders and investors to begin the 2nd half of 2025. Tom White joins Diane King Hall to dissect the trading patterns observed so far in the holiday-shortened week. For the S&P 500 (SPX), Tom's watching stocks trading above their 50-day moving average. He also highlights the "golden cross" taking place for…

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Neural Net Worth: What If AI Isn’t a Bubble? 57:29

18h ago57:29

57:29

AI stocks are soaring. Valuations are stretched and capital spending is off the charts. To many, it smells like a bubble. But what if it’s not? What happens to markets if AI actually lives up to the hype? How could it reshape business models, transform economic growth, and change the way we invest? And in today’s Dumb Question of the Week: Will ind…

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NBA Team Ownership: Private Investment, Valuations Create Off-Court Challenges 7:27

21h ago7:27

7:27

Former Mizzou Tiger and president of 329 Services, Kenge Stevenson, talks about how explosive pricing has grown for NBA teams. The Los Angeles Lakers just sold for $10 billion. Kenge offers his own experiences to explain why valuations for teams soared in recent years. Private investment firms are also capitalizing on the trend. ======== Schwab Net…

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Erik Wetterling – Valuation Mismatches In Gold and Silver Stocks, When Corporate Presentations Upside Cases Should Be Their Downside Cases 21:48

1d ago21:48

21:48

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me for a bigger-picture and candid conversation around investor sentiment, disconnects in valuations that we are seeing across the sector in most of the gold and silver stocks, but especially in the junior PM stocks. We dive into how price assumptions used in economic stud…

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Stock Market Today: Trump v. Musk, China EV Sales Accelerate, AAPL Continues Rally 2:18

1d ago2:18

2:18

The SPX and NDX stalled their all-time high runs as most mega caps struggled to rally on the session. Tesla (TSLA) was the biggest laggard of the Mag 7 after CEO Elon Musk openly criticized President Trump's "big, beautiful bill." China EV companies like BYD Co. (BYDDY), XPeng (XPEV) and NIO Inc. (NIO) all posted strong vehicle sales that add press…

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A.I. Revolution: Legacy Software vs. Tech Giants' Shopping Spree NVDA 5:13

22h ago5:13

5:13

Marcus Bodet joins to discuss the A.I. revolution and its impact on the tech industry. He highlights the opportunities and challenges faced by legacy software companies as they try to transition to an A.I. model, and notes that the barriers to entry for startups have come down significantly. Bodet also touches on the trend of big tech companies, su…

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Overlooked Stock: OSK Taps 52-Week High Off Goldman Sachs Upgrade 6:52

22h ago6:52

6:52

Oshkosh (OSK) rallied to a new 52-week high after Goldman Sachs upgraded the stock. George Tsilis adds that defense spending behind the "big, beautiful bill" is driving some optimism due to the company's tactical vehicle exposure. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute…

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Federal Debt Overhang After Senate Narrowly Passes Big, Beautiful Bill 6:18

22h ago6:18

6:18

The Senate passing the newest version of the "big, beautiful bill" is "not a slam dunk," says Charles Schwab's Mike Townsend. He says the House can make changes that would put President Trump's 4th of July deadline in jeopardy. Mike also notes concerns dividing party lines in programs like Medicaid facing cuts. $3 trillion being added to the federa…

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Luxury Real Estate Becomes More Accessible 6:26

22h ago6:26

6:26

Austin Allison CEO of Pacaso, joins to discuss the luxury second-home co-ownership market. He talks about how Pacaso's model makes luxury real estate more accessible. Allison notes that while rising interest rates have impacted the broader real estate market, the luxury market has remained stable. High-end homebuyers are less sensitive to rates due…

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SPX High Dividend Shows Bull Momentum Intact Despite Mega Cap Lag 6:54

22h ago6:54

6:54

Mega caps didn't give the SPX a lot of room to run today but market breadth as a whole was bullish, says Kevin Green. He points to more defensive, low-beta stocks catching a bid. He measures the SPX high dividend trends to the base index to show the bullish correlation between the two. ======== Schwab Network ======== Empowering every investor and …

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ORCL "Co-ompetition" Role in A.I. Software, META "Monopoly Money" Bet 10:09

22h ago10:09

10:09

Futurum's David Nicholson believes Oracle (ORCL) fits perfectly in the A.I. evolution through "co-ompetition." He sees its cooperation and competition with mega caps like Amazon (AMZN) building a strong foundation for growth. When it comes to Meta Platforms (META), David is concerned the company is spending too much on A.I. as it finds its footing …

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Defensive Market Play: High-Quality Dividends & Consumer Staples 6:34

22h ago6:34

6:34

Brian Mulberry shares his team's defensive take on the market, citing interest rates as a major headwind for earnings growth. Despite the S&P 500's rally to 6200, Mulberry expects more volatility ahead. To navigate this environment, he favors high-quality, dividend-yielding stocks with strong balance sheets and diversified revenue streams, such as …

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Technical Tuesday: S&P 500 Breaks 6,200; Key Levels to Watch for Further Gains 6:48

23h ago6:48

6:48

Kevin Horner says the S&P 500's break above 6,200 was "surely notable" due in part to a rotational shift in market leadership. He notes that a "widening out" of the rally and the 20-day moving average holding near 6,004 could support further upside, with the 6,100 level possibly in sight. ======== Schwab Network ======== Empowering every investor a…

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3 Catalysts Driving S&P, Nasdaq to New Highs: LHX, COF in the Spotlight 7:05

23h ago7:05

7:05

David Nelson sees three key catalysts driving the S&P and Nasdaq to record highs: clarity on the final tariff structure, reduced geopolitical risk, and a favorable yield curve. Nelson believes these factors have shifted market sentiment, making it a good time for investors to be in equities, especially with lower yields. He also likes L3Harris Tech…

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Short Squeeze Impact on CRCL & Short Squeeze Catalysts to Watch 11:23

23h ago11:23

11:23

Circle (CRCL) became a market darling since its IPO in June. Danielle Shay offers perspective on Circle's role as a "short squeeze" stock following its volatile price action. She suggests the stock has fallen to the point where momentum disappeared but can reignite on a catalyst following consolidation. As markets trade near all-time highs, Daniell…

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STZ Struggles as Beer Demand Wanes Among Younger Generations 7:44

23h ago7:44

7:44

Constellation Brands (STZ) is running dry on growth opportunities, according to Likefolio's Andy Swan. With beer demand for brands like Modelo, Corona, and Pacifico showing flat or negative search trends heading into Independence Day weekend, Swan is bearish on STZ's prospects. The company's web visits have also plummeted nearly 60% since early 202…

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NVDA Races Toward $4T Market Cap, Can Momentum Continue? 5:28

1d ago5:28

5:28

Wedbush's Dan Ives points to Nvidia (NVDA) and Microsoft (MSFT) as the first companies poised to hit the $4 trillion market cap milestone. Diane King Hall poses the question, "why stop at four, why not five?" She talks about Dan's commentary on Nvidia being the "poster child" of A.I. and whether the Mag 7 giant can maintain its momentum. ======== S…