Early Bird

What were the big themes, winners, and losers in the stock market during the first half of 2026? Joining us today on the podcast to discuss these topics are: Jon Zetlmaier, founder of Zetlmaier Wealth Management Will Allen, founder of Sentara Capital T...

What do the SpaceX, Anthropic, and OpenAI IPOs mean for retail investors in 2026? Joining us today on the podcast to discuss this topic are: Alex Lis, chief investment officer at SDV Igor Pejic, author of “Tech Money” Become a smarter investor and beat...

Send a text What are the bull case and the bear case for investing in gold in 2026? Joining us today on the podcast to discuss these topics are: Fergus Hodgson, Director, Econ Americas Clem Chambers, Founder, aNewFN Support the show Thank you for liste...

Send a text What are the bull case and the bear case for investing in cryptocurrency in 2026? Joining us today on the podcast to discuss these topics are: Chris Kline, Co-Founder and COO of Bitcoin IRA Charley Brady, Vice President of Investor Relation...

Send a text What is the bull case and what is the bear case for the stock market in 2026? Joining us today on the podcast to discuss these topics are: Michelle Connell, Founder and Chief Investment Officer of Portia Capital Adam Coons, Chief Investment...

Send a text What will be the biggest investing themes of 2026? What will be the big 2026 winning stocks and losing stocks? Joining us today on the podcast to discuss these topics are: Michelle Connell, Founder and Chief Investment Officer of Portia Cap...

Send a text Which stocks struggled in 2025? Why did some alternative investments have a good year? What could happen in the stock market in 2026? Joining today on the podcast to discuss these topics are: Dan Passarelli, President at Market Taker Mentor...

Send a text What were the biggest investing themes of 2025, including the biggest surprises as well as winning stocks and sectors for the year? Joining today on the podcast to discuss these topics are: Dan Passarelli, President at Market Taker Mentorin...

Send a text Bitcoin and other cryptocurrencies, having spent most of the year up, are now down in 2025. Why did this happen? Joining today on the podcast to discuss are Mehdi Lebbar, co-founder and chief investment officer at YO Labs, and Matt Carr, ma...

Send a text Bonds are having a great 2025. Why is that, and how should investors approach bonds in 2026? Joining us today on the podcast to discuss these topics are Charles Urquhart of Fixed Income Resources and Ben Lies of Delphi Advisers. Become a sm...

Send a text Are we in an AI bubble now? Should investors avoid AI stocks now or continue to buy them? Joining us today on the podcast to discuss these topics are: Shailesh Kumar of Astute Investor's Calculus, Russell Rhoads of Indiana University, and I...

Send a text Tokenized stocks are one of the biggest investing buzzwords of 2025. What are tokenized stocks? And what are the pros and cons of using tokenized stocks for investing? Joining us today on the podcast to discuss these topics are Mitch DiRaim...

Send a text What will the impact of the recent Trump tariffs be on stocks and investing? What investments do we like with the tariffs and what investments should be avoided? Joining us today on the podcast are Nick Bour, founder and CEO of Inspire Weal...

Send a text What will be the top investing themes for Bitcoin and cryptocurrency in 2025? What should crypto investors expect this year? Joining us today on the podcast are Kee Jefferys, co-founder at Session, Courage Kimber, crypto education specialis...

Send a text What will be the top investing themes in the stock market in 2025? What stocks should you buy this year and which stocks should you avoid? Joining us today on the podcast are Jason DeLorenzo, founder of Volland, and Marcus Sturdivant, an ad...

Send a text What are the most memorable investing themes in the stock market in 2024? Plus, what are the most important investing lessons learned from the past year? John Koch, senior investment analyst at iSectors, and John Engle, president of Almingt...

Send a text Will there be a Santa Claus rally in the stock market this December 2024? If so, what stocks or sectors should investors watch? We discuss this topic with Michael Neuenschwander, Principal Owner at Outlook Wealth Advisors, and Akshata Bailk...

Send a text What are the top stocks to pick depending on the outcome of the 2024 U.S. Presidential Election between Donald Trump and Kamala Harris? We discuss this topic with Brian Huckstep, Chief Investment Officer with Advyzon Investment Management, ...

Send a text This episode is brought to you by our friends at OptionCircle.com. Jay Proffitt, SVP of Strategy and Planning at Option Circle, joins the podcast today. Jay talks about algorithmic trading in 2024 and why this technology can help investors....

Send a text The founding team of the investing platform MarketPlays (Joseph Hadaway, Efe Burak, John Esen) joins the podcast today. They talk about how to invest in social media stocks in 2024, including discussions on Meta Platforms. Pinterest, Snap, ...

Send a text Avid Intent Founder and CEO Chris Reavis joins the podcast today. Chris talks about how to invest in Bitcoin in 2024 and why the price of Bitcoin has gone up this year. Become a smarter investor and make more money by subscribing to Early B...

Send a text Kevin Luthringshausen, the chief content officer at The Tradier Hub, joins the podcast today. Kevin, who goes by the name Lex, talks about this recent earnings season, including a look at specific stocks. Become a smarter investor and make ...

Send a text James Demmert, founder and chief investment officer of Main Street Research, joins the podcast today. James talks about how we have entered a new artificial intelligence technology-led super cycle which might cause the Dow Jones to reach 10...

Send a text Kendall Dilley, a portfolio manager from Vineyard Global Advisors, joins the podcast today. Kendall talks about the top sectors in the stock market that investors should watch in 2024. Become a smarter investor and make more money by subscr...

Send a text Index Fund Advisors Senior Vice President Mark Higgins joins the podcast today. Mark talks about what could happen if the Fed cuts rates in 2024 and what that might mean for the stock market. Become a smarter investor and make more money by...