MoneyShow MoneyMasters Podcast

In this episode, Larry McDonald joins the MoneyShow MoneyMasters Podcast to discuss what he calls "The Great Migration" of capital from tech and growth stocks into hard assets. The founder of The Bear Traps Report explains why the traditional 60/40 portfolio is failing – and why investors should consider a significant allocation to commodities like gold, silver, base metals, and energy. McDonald a...

Market experts JC Parets (Chief Market Strategist at TrendLabs) and Steve Strazza (Chief Market Strategist at All Star Charts) join this MoneyShow MoneyMasters Podcast episode to break down why they believe the current bull market is entering a powerful new phase. They provide evidence that the bears are wrong – including rallying transports, small caps, and emerging markets – and explain why trad...

Dr. Ed Yardeni joins the MoneyShow MoneyMasters Podcast to analyze how recent Middle East conflicts and "the fog of war" are reshaping the global economic outlook. He discusses why he raised his recession odds to 35% and how current geopolitical volatility may force the Federal Reserve to pause interest rate cuts indefinitely. The discussion explores the risk of a 1970s-style "lost decade" versus...

In this episode, David Keller, President and Chief Strategist at Sierra Alpha Research, joins the MoneyShow MoneyMasters Podcast to break down a stock market that is being pulled in multiple directions at once. Keller explains how leadership had already been rotating away from big tech and aggressive growth stocks before the latest Middle East conflict added another layer of risk. He then walks th...

War has erupted again in the Middle East, raising major questions for energy markets, inflation, and the global economy. In this bonus episode of the MoneyShow MoneyMasters Podcast, Dr. Anas F. Alhajji, Managing Partner at Energy Outlook Advisors, explains why the current conflict could have far-reaching consequences for oil, natural gas, fertilizer supply chains, and global shipping through the S...

Live from the 2026 MoneyShow Las Vegas, we sat down with Oliver Renick (Chicago: Future of Finance) and Cullen Roche (Discipline Funds) to talk about how investing is changing and how your portfolio should change with it.   We cover Cullen’s new book Your Perfect Portfolio, why there’s no single “perfect” strategy, and how to think about diversification in a market full of rotation, volatility, an...

Rotation is the word of the year, and it’s reshaping everything from tech stocks to energy, materials, and even global markets. In this episode of the MoneyShow MoneyMasters Podcast, we sit down with Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, and Paul Hickey, Co-Founder of Bespoke Investment Group, to break down what this market rotation really means for investors...

AI stocks and crypto just got rocked — and the bounce since then hasn’t exactly inspired confidence. In this episode of the MoneyShow MoneyMasters Podcast, we sit down with Michael Lee of Michael Lee Strategy and Merlin Rothfeld of the Trading Academy to unpack what’s really behind the recent turbulence. We break down the liquidity squeeze hitting markets, the surge in AI capex, and why SaaS and s...

In this episode of the MoneyShow MoneyMasters Podcast, Mike sits down with Katie Stockton, Founder and Managing Partner of Fairlead Strategies, to break down what the charts are really saying about markets in 2026. Katie explains how technical analysis is shaping her outlook for big tech, software, energy, materials, and small caps – and why market leadership is rotating away from mega-cap tech. S...

Markets move fast. Great investing rarely does. In this session from the MoneyShow Virtual Expo held Jan. 27–28, 2026, Mike Larson, our Editor-in-Chief, caught up with David Gardner, co-founder and chief rule breaker at The Motley Fool, to talk about how investors can cut through noise and build lasting wealth in 2026 and beyond. David breaks down why long-term investing still beats short-term tra...

With more than 5,000 ETFs on the market, figuring out which ones are right for you has become increasingly challenging.   On this episode of the MoneyShow MoneyMasters Podcast, we caught up with Dave Nadig to break down what’s really happening inside the ETF boom. He explains how and why ETFs have become the default way investors get market exposure, which new innovations are fueling growth, and t...

2026 is shaping up to be a year defined by economic uncertainty, geopolitical tensions, and rapid technological change. For investors, the challenge is understanding which risks actually matter – and where opportunity may emerge.   In this episode of the MoneyShow MoneyMasters Podcast, Jason Schenker, president of Prestige Economics and chairman of The Futurist Institute, breaks down the major for...

The biggest winners in MoneyShow’s 2025 “Top Picks” project came from one sector: metals, miners, and materials.   In this special MoneyShow MoneyMasters Podcast roundtable, four of the year’s top-performing forecasters explain why their picks dominated the Top Pros Top Picks leaderboard – and what comes next as investors look toward 2026.   Omar Ayales breaks down where we are in the gold and sil...

Recorded LIVE at the 2025 MoneyShow Masters Symposium in Sarasota, this episode features Larry McDonald, bestselling author and founder of The Bear Traps Report. We sat down for a high-impact breakdown of the macro forces that could define 2026 – and what investors should DO in response! Larry explains why falling rates, aggressive fiscal spending, and the energy demands of the AI boom are setting...

Markets look calm on the surface, but the forces shaping the environment in 2026 will be anything but subdued.   In this MoneyShow MoneyMasters Podcast episode filmed at our 2025 Sarasota Symposium, José Torres of Interactive Brokers and Steve Hou of Bloomberg Index Research break down the real drivers behind inflation, interest rate expectations, consumer behavior, quantitative analysis, and more...

The biggest mistake investors are making right now is hiding in one country and one market. In this MoneyShow MoneyMasters Podcast episode, Cambria Investments CIO Meb Faber breaks down why global markets are setting up for a major shift and why the next decade might belong to value, foreign stocks, and yield-focused strategies rather than the same concentrated group of US mega-caps. Meb explains...

Crypto is getting volatile again, and the forces driving it are more complicated than just what shows up in price charts.   In this episode of the MoneyShow MoneyMasters Podcast, Andrew McCormick, Head of eToro US, breaks down what shaped the explosive start to 2025, why the recent pullback has not shaken long-term conviction, and how crypto ETFs, regulation shifts, and changing investor behavior...

AI is reshaping the economy faster than anyone expected – and investors are trying to catch up.   In this episode of the MoneyShow MoneyMasters Podcast, Dr. Ed Yardeni, President of Yardeni Research, and José Torres, Senior Economist at Interactive Brokers, join host Mike Larson to break down what’s really driving the 2025 market. From the AI-led capex surge and slowing payroll growth to rising pr...

Is the AI-fueled rally about to peak, or are we still in the early innings of a historic market transformation?   In this episode of the MoneyShow MoneyMasters Podcast, Ed Clissold, Chief US Strategist at Ned Davis Research, pulls back the curtain on what’s really powering the markets as 2025 winds down. From record-breaking earnings and the quiet efficiency revolution happening inside corporate A...

From rising private-credit risk to the options-trading boom and AI-fueled rallies, this market keeps taking punches…and bouncing back. In this double-length MoneyShow MoneyMasters podcast episode – recorded live at the MoneyShow Orlando (Oct 16–18, 2025) – David Keller and Steve Sosnick unpack what’s really driving price action now. They also explore narrowing leadership, breadth, and momentum det...

Solana isn’t just a blockchain — it’s evolving into the backbone of modern finance. In this episode of the MoneyShow MoneyMasters Podcast, Nick Ducoff, Head of Institutional Growth at the Solana Foundation, explains how Solana is powering a new generation of financial infrastructure.   From the explosion of stablecoins and tokenized assets to the rise of crypto ETFs and institutional adoption, Duc...

Can AI stocks keep charging higher or is this a bubble about to burst?    On the MoneyShow MoneyMasters Podcast, Marta Norton from Empower Investments gets real about what’s driving the AI stock surge and what issues AI investors face. She also covers gold hitting record highs and the Bitcoin buzz that’s got every investor talking.   Plus, the chief investment strategist breaks down the powerful s...

In this episode of the MoneyShow MoneyMasters Podcast, senior alternatives investment strategist Tony Davidow of the Franklin Templeton Institute and managing director Scott Zelniker of UBS-The Zelniker Dorfman Carr & Heritage Group share their insights on the current stock market rally after two years of exceptional gains.    They discuss whether the strong momentum can continue and explore k...

In this episode of the MoneyShow MoneyMasters Podcast, emerging markets legend Dr. Mark Mobius shares his outlook on global markets, from Asia’s top growth engines to Latin America’s reform stories.   Mobius explains why China is outperforming India, how Japan’s corporate reforms are creating new opportunities, and why Taiwan and Vietnam remain hotspots for tech and manufacturing. He also highligh...

In this episode of the MoneyShow MoneyMasters Podcast, Sean Brodrick of Weiss Ratings and John Eade of Argus Research unpack today’s market drivers, record equities, gold’s strongest year since 1979, and ongoing Fed rate cuts. Sean explains why gold, mining stocks, and critical metals could be in a new supercycle, while John sees plenty of runway left for the bull market thanks to profit growth, l...