Bedste Schwab-podcasts (2025)

1
Stock Market Today: MU Surges, AAPL Changes A.I. Lead, DRI Rallies 2:34

3h ago2:34

2:34

Stocks got an early rally but faded by the session's closing bell. One stock that managed to rally after hours: Micron (MU), which posted an earnings beat that impressed investors. Darden Restaurants (DRI) tapped a 52-week high despite sharing concerns over its lower-income consumer base. On the Mag 7 front, reports say Apple (AAPL) will undergo le…

1
Signs of Hope for Stocks in MU & TSLA, DXY 3:44

3h ago3:44

3:44

Stocks couldn't hold a rally Thursday but there's still signs of hope, says OJ Renick, with the dollar stabilizing and $MU earnings catching a bid after-hours. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app …

1
EARNINGS ALERT: MU, FDX 10:08

3h ago10:08

10:08

Kevin Green and Caroline Woods join Oliver Renick with immediate reaction to a pair of earnings names with opposite earnings moves: Micron (MU) and FedEx (FDX). Micron's 2Q report showed better-than-expected numbers across the board, leading to a postmarket pop in the stock. Meanwhile, FedEx failed to impress investors as shares tumbled. ======== S…

1
EARNINGS ALERT: NKE 6:21

3h ago6:21

6:21

As the stock was trading near its year-lows, Nike (NKE) hopped off those levels following its earnings report. The company posted a beat but George Tsilis believes the company has more ground to run before reclaiming its former glory. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Mi…

1
Uncertainty Hangs Over Fed, Inflation Needs to Stall for Rate Cut 5:16

3h ago5:16

5:16

Cooper Howard with Charles Schwab expects the Fed to continue cutting rates throughout the year. The rate of which will vary on data. Cooper notes hard data is coming in okay but soft data remains a factor for the Fed. He says inflation needs to slow for the FOMC to confidently cut interest rates beyond current expectations. ======== Schwab Network…

1
QRFT & AMOM ETFs & A.I.-Assisted Tech Investment 7:35

3h ago7:35

7:35

Justin Tam from Qraft discusses the QRFT ETF and its A.I. guided investing strategies. “We’re still fairly positive on the tech trade,” but the ETF is also diversifying into energy and other sectors in March. Top holdings now include META, GOOGL, TSLA, and AVGO. He also describes their AMOM ETF, which is focused on momentum and also uses A.I. techn…

1
SPX Shooting Star's Bearish Signs, Expect High Volume Friday 8:57

3h ago8:57

8:57

This morning's ramp higher in the SPX was faded by the end of the day, but the index managed to close off the lows. Kevin Green says Friday will offer a chance for buyers to step in on what's expected to be a high-volume trading session. However, a shooting star pattern in the index signals concerns for the bulls. ======== Schwab Network ======== E…

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Better.com (BETR) CEO on Potential March Real Estate Surge 7:50

3h ago7:50

7:50

Vishal Garg, CEO of Better.com, points to the climbing debt-to-income ratio of homebuyers as a source of the affordability crisis. However, he thinks an increase in February Existing Home Sales could be due to people deciding that they will “buy what they can now” and refinance later. He notes an increase in demand at Better.com kicking off the fir…

1
NVDA "Ground Zero" for A.I., UBER Ride-Share "Main Player" & Growth Turbulence 7:58

3h ago7:58

7:58

Anything growth-related is "taking it on the chin" so far in 2025, says Allan Boomer. He argues "no one wants to see all the volatility" in a growth-centric environment. That said, Allan believes Nvidia (NVDA) is a "profit machine" that has more room to run. He also notes Uber Technologies (UBER), Sempra (SRE) and Raymond James (RJF) as other stock…

1
DRI Earnings Breakdown: the ‘Sweet Spot of Value vs Price’ 6:00

3h ago6:00

6:00

Dan Ahrens and Lisa Flicker review Darden Restaurants (DRI) earnings. “There’s a lot to like” overall, says Dan Ahrens, noting that his restaurant ETF EATZ has DRI as its second-largest position. He argues they’ve found the “sweet spot of value vs price” in its portfolio, which includes Olive Garden. Lisa adds that “they do such a good job of retai…

1
Healy: Real Estate is Finally Seasonal Again 8:37

3h ago8:37

8:37

Rogers Healy emphasizes that “real estate is usually seasonal” as he looks at the latest Existing Home Sales, and February’s rise is reflective of the spring buying season. While a surge of people left big cities like NYC or LA during the pandemic, Rogers says that the trends are turning around: “people miss Manhattan.” He also describes the major …

1
Europe's Defense Rally & EU Readying to Offset U.S. Tariffs 7:27

4h ago7:27

7:27

Charles Schwab's own Jeffrey Kleintop offers a deep dive into the developing international picture. He notes rate pauses from the Bank of England, Bank of Japan and the Fed signals the end to a worldwide rate cutting cycle. He adds that Germany's booming defense spending didn't just offer an investment opportunity, but a way for the EU to offset lo…

1
Former Mizzou Tiger Discusses Basketball's Slam Dunk for Businesses 5:53

4h ago5:53

5:53

Kenge Stevenson, former forward for the Missouri Tigers, talks about the ways businesses will benefit from this spring's basketball tournaments. He expects advertiser revenue to catapult over the coming weeks. Kenge points to the ways money is spent and who gets the profits as millions tune into the sport's highlight tournaments. Schools can reap i…

1
Ca$htag$: Nike (NKE) Before Earnings 10:41

5h ago10:41

10:41

Nike has “tremendous brand equity,” and it’s going to take a “little bit for them to get back on the right track,” says Likefolio’s Landon Swan. He looks at their consumer sentiment data and gives his bullish thesis for shares ahead of its earnings after the bell. ======== Schwab Network ======== Empowering every investor and trader, every market d…

1
Options Trades: NVDA & PLTR Rebound from A.I. Weakness 4:04

5h ago4:04

4:04

Kevin Hincks turns to a pair of A.I. names getting a resurgence of investor interest following a slew of selling in the A.I. space. He offers example options trades in Nvidia (NVDA) and Palantir (PLTR). ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investo…

1
Previewing MU’s Postmarket Earnings 5:50

5h ago5:50

5:50

Eric Ross previews Micron (MU) earnings. “I’m not really expecting a big upside,” says Eric, noting that estimates largely match the guidance Micron already provided. “Things aren’t going to get worse in the NAND market,” though, which has been struggling lately. Assuming it doesn’t “miss out on a technology transition,” he sees more upside than do…

1
Gaming Stocks Heat Up for Spring Sports Slate 9:27

6h ago9:27

9:27

Spring sports are coming back, which Chad Beynon says signals the second highest betting season of the year behind the Super Bowl. He notes the variety of volatility in gaming stocks like DraftKings (DKNG), Bally's (BALY) and Caesars (CZR) around the big event. It's not just gaming stocks seeing a resurgence. Chad points to theater stocks like IMAX…

1
The Big 3: NVDA, DUK, KO 14:39

6h ago14:39

14:39

Jessica Inskip joins Nicole Petallides live at the NYSE to talk about three trades she expects to make a comeback. She talks about energy's resurgence with Duke Energy (DUK), Coca-Cola's (KO) "health" play and Nvidia (NVDA) reclaiming A.I. leadership. Rick Ducat goes in-depth with the bullish and bearish trends he sees in each company. ======== Sch…

1
Max Wasserman’s Picks: CME, WSM, EOG, QCOM 7:21

6h ago7:21

7:21

Max Wasserman brings his latest picks: CME Group (CMG), Waste Management (WSM), and EOG Resources (EOG). He says he is de-risking and moving away from the Mag 7, but he also likes Qualcomm (QCOM). “When I hear the Fed not sure what direction they’re going to go, I’m not going to fight them,” he adds. ======== Schwab Network ======== Empowering ever…

1
Gannon: Strong Chances of a Small Cap Rally 9:04

6h ago9:04

9:04

Francis Gannon sees an opportunity in the market correction but warns that there is “enormous concentration risk” in large caps. He looks to the potential of a small cap rally, particularly with elevated “reshoring”, and expects earnings to possibly “exceed large cap earnings” by the end of the year. ======== Schwab Network ======== Empowering ever…

1
MU Earnings Amid Tech Sell-Off & MU Options Trade 8:59

9h ago8:59

8:59

Micron (MU) has plenty of bulls backing the company heading into its earnings but faces similar macro headwinds where other chip stocks sold off. Caroline Woods notes supply and demand being a key factor into what could be challenging guidance. Joe Tigay expects the stock to face a key challenge in breaking through its 200-day SMA. He offers an exa…

1
5% Rally in FIVE, CVNA Upgrade, LUV Lifts Off Sell Rating 8:40

9h ago8:40

8:40

After retail got beaten down in recent earnings, Five Below (FIVE) managed a rally with a strong beat and guidance. However, Diane King Hall says the store will bump up prices due to tariff impacts. Carvana (CVNA) ramped higher after the company got an upgrade from Piper Sandler, while Southwest Airlines (LUV) flew out of bearish territory thanks t…

1
PDD Faces "Intensified Competition," TSLA Price Target Trimmed 6:20

9h ago6:20

6:20

Jenny Horne turns to two stories behind some of the premarket's downside trading action. PDD Holdings (PDD) slipped despite its 24% increase in year-over-year revenue. Jenny points to the company's commentary citing "intensified" competition in the ecommerce space. Tesla (TSLA) drove lower after Piper Sandler cut its price target on the stock to a …

1
Warring: ‘Don’t Know’ Where NKE Can Find Growth 9:17

9h ago9:17

9:17

Zach Warring from CFRA previews Nike (NKE) earnings after the bell. He thinks they’re “well set up” and forward estimates are “pretty low” right now. He discusses NKE’s main competitors and earnings estimates for the quarter, ending with, “I don’t know where they’re going to get growth from going forward.” Tom White brings example options trades fo…

1
SPX Rally Needs Follow-Through ASAP, Treasuries 'Calling Fed's Bluff' 8:00

9h ago8:00

8:00

The last time the SPX tested the 200-day SMA was October 2023 when the index bounced higher. Kevin Green says the SPX needs a follow through day on yesterday's rally to keep bears from dragging the index further below the line. On treasuries, Kevin notes that moves from investors show they're looking for more Fed rate cuts than the FOMC hinted at. …

1
Why People are Delaying Filing Taxes 5:39

9h ago5:39

5:39

Clients are “waiting to file their tax returns” amid tariff uncertainties, says Karla Dennis, “people are fearful right now.” She discusses why people might delay filing, including the hope that the administration might change policies for 2024. However, she thinks that is unlikely. ======== Schwab Network ======== Empowering every investor and tra…

1
Tariffs, Transitory & the Task Ahead for the Fed 6:48

10h ago6:48

6:48

Kevin Hincks joins Morning Trade Live from the Cboe Global Markets to discuss Jerome Powell's use of "transitory" when describing risks associated to Pres. Trump's ongoing tariff policies. He says the 5-10% correction is "historically normal" and something that he's seen before. Kevin adds that the latest high-frequency data coming in over the last…

1
Options Corner: FDX Shipping Earnings 6:40

10h ago6:40

6:40

FedEx (FDX) shares have been under pressure in the new year, recently hitting 52-week lows. Rick Ducat highlights key technical patterns on the FDX chart, then Tom White provides an example options trade. Tom showcases a double diagonal strategy which he calls a "Need a Move" type of trade. ======== Schwab Network ======== Empowering every investor…

1
The March "Noise" in the Labor Market 5:09

11h ago5:09

5:09

Mitchell Barnes examines the latest labor market data to get a better picture of the overall U.S. employment picture. In the wake of DOGE cuts in the government and private payroll layoffs, Mitchell and his team are trying to find the sentiment of the current workforce. He says the weekly jobless claims are sitting around 2019 levels. ======== Schw…

1
Woods: Dot Plot Signals 2 Cuts, Tariff Deadline Looming 7:13

11h ago7:13

7:13

Jay Woods joins Diane King Hall at the NYSE after the Fed's decision to keep rates unchanged. "We're in a bit of a pause," he adds, pointing to April 2nd tariffs deadline as the next true market catalyst. Looking for some stability amidst volatility, Woods likes AIG, Deere (DE) and Broadcom (AVGO). ======== Schwab Network ======== Empowering every …

1
Chart of the Day: LUV 4:04

11h ago4:04

4:04

Southwest Airlines (LUV) receives a pair of upgrades this morning from UBS and Melius Research. The beleaguered airline stock is enjoying a slight bounce this month. Rachel Dashiell examines the 1-year chart looking at a Fibonacci support bounce. Then, Rachel zooms out to a 25-year chart of LUV to show the bigger picture trading perspective in the …

1
Fed's Latest "Transitory" Meaning, What to Watch Today 7:28

11h ago7:28

7:28

Following Wednesday's post-FOMC rally, Kevin Green breaks down the key takeaways from Federal Reserve Chairman Jerome Powell's commentary. Powell used the word "transitory" to describe the inflationary effects of tariffs, which raised some investors' eyebrows. Powell added "inflation has moved closer to our 2% longer-run goal, though it remains som…

1
Stock Market Morning Minute: TSLA, CVNA, LUV 2:20

11h ago2:20

2:20

Tesla (TSLA) shares fall after another firm cuts its price target on the stock, the Carvana (CVNA) turnaround continues, and Southwest Airlines (LUV) is getting some love from UBS after announcing it will charge for checked bags. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute …

1
Stock Market Today: Fed Holds Interest Rates, BA Soars, New TSLA Bull 2:21

6h ago2:21

2:21

After Tuesday reversed Monday's gains, today's rally earned them all back. The Fed's interest rate announcement opened the door for that rally despite reiterating macro uncertainty. Boeing (BA) took off as the SPX leader when leadership assured its first quarter expectations were intact. Tesla's (TSLA) new bull inspired a rally in its stock. Oliver…

1
Crypto Radar Yellow as Bounce Potential Builds 4:05

6h ago4:05

4:05

Stocks got the Powell put OJ Renick was looking for today but now the question is if stability turns into a rally. For that, he's watching coins next. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https:/…

1
FIVE Down 65% Since Last Year, Consumer Sentiment Grows 7:12

7h ago7:12

7:12

Five Below's (FIVE) massive tumble from last year may offer an opportunity for investors. LikeFolio's Megan Brantley notes slowing holiday shopping from last year but points to signs of stronger consumer sentiment. She notes the discount retailer has more online interest compared to its peers like Dollar General (DG) and Dollar Tree (DLTR). =======…

1
Overlooked Stock: SRAD 5:32

7h ago5:32

5:32

Rising sports betting company, Sportradar (SRAD), showed a dip in profit but a rise in revenue in its latest earnings report. George Tsilis notes the company has most of its business overseas, but a softening U.S. dollar can serve as an upside catalyst for the stock. Former interview with the SRAD CEO: Sportradar (SRAD) CEO: "We are Confident We Wi…

1
Fed Has Time to Measure Uncertainty, Hold Interest Rates 7:00

7h ago7:00

7:00

There's "so many moving parts" surrounding equities and bonds, says Charles Schwab's Collin Martin. He believes the Fed's projections around interest rates can swing either way pending on changes in President Trump's policies, including tariffs. He later refers to the Fed's growing "optionality" with certain treasury caps. ======== Schwab Network =…

1
SPX Fed Bump Shows Disconnect in Equites and Treasuries 7:47

7h ago7:47

7:47

The SPX rallied after the Fed voted to keep interest rates the same and stood by its 3.9% median federal funds rate for 2025. Kevin Green says he's surprised to see this reaction, noting a disconnect in the bull run. He also points to a "bear flag" formation in the SPX, urging investors to keep an eye on technicals that can signal a reversal in tod…

1
NVDA Building Foundation for "Next Level" A.I., Monetization in Question 7:50

7h ago7:50

7:50

Daniel Rubino with Windows Central says there's plenty of positives to see in Nvidia's (NVDA) GTC 2025 conference. He says the company is taking the right steps into tech's next phase: agentic A.I. Daniel explains how Nvidia can lead the charge as Microsoft (MSFT), Alphabet (GOOGL) and OpenAI test the technology. ======== Schwab Network ======== Em…

1
Commodities After Fed Decision: Gold & Bitcoin Up, Silver Down 6:03

7h ago6:03

6:03

Dan Deming reviews the day’s market action after the FOMC’s decision to leave rates unchanged. He looks at gold holding on to gains, though he notes that silver is down when the two often trade together. As for crude oil, broad demand uncertainties remain. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subs…

1
Ives: NVDA 'Owns A.I.,' TSLA in Autonomous Driver's Seat & GOOGL 'Oversold' 9:28

1d ago9:28

9:28

Dan Ives returns to Market on Close to discuss the "fear-driven" tech sell-off. He still considers Nvidia (NVDA) the king of the A.I. trade, arguing it's more attractable as a buy than ever with its valuation pullback. He also notes the cybersecurity trade gaining traction with Alphabet (GOOGL) seeking a $32 billion acquisition of Wiz. On Tesla (TS…

1
Former Atlanta Fed Chair on Tension Between Dual Mandates 6:46

7h ago6:46

6:46

Dennis Lockhart, former Atlanta Fed Chair says the Fed is “recognizing the potential” for tension between their dual mandates. He looks at the Fed’s newest dot plot, saying one shouldn’t “take it to the bank” that they will cut twice this year. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the…

1
"Dovish" Fed Leaves Interest Rates Unchanged, Cites Economic Uncertainty 5:13

7h ago5:13

5:13

The Fed has voted to keep interest rates unchanged in its March meeting, a move Kevin Hincks considers "dovish" despite a decision many were expecting. He talks about what makes the move dovish for the long-term. However, the FOMC did raise its 2025 core PCE inflation forecasts. ======== Schwab Network ======== Empowering every investor and trader,…

1
FOMC Reaction and Albin’s Stock Picks: IIPR, CORT & More 8:08

7h ago8:08

8:08

“No big new news here.” Jack Albin reacts to the FOMC leaving rates unchanged. “Worst case scenario” is stagflation, but for now the Fed is not being pressed to cut rates “any time soon” as it forecasts shrinking GDP, higher unemployment, and potentially higher inflation. He also highlights a few names to watch, including IIPR and CORT. ======== Sc…

1
Fed Rate Unchanged: Market, Inflation & Employment Expectations 5:39

7h ago5:39

5:39

Michael Green offers immediate reaction to the Fed's decision for keeping interest rates unchanged in March. He weighs how much impact the markets should have on Fed Chair Jerome Powell to improve conditions. Michael turns to inflation and employment expectations as a metric and key phrases investors should listen for. ======== Schwab Network =====…

1
Prepare for Hawkish Outlook from the Fed 6:22

10h ago6:22

6:22

David Doyle expects a “hawkish reaction” in the markets after the FOMC announcement and says it’s possible the Fed won’t cut at all this year. Ben Emons discusses whether PCE projections are still valid with Trump’s tariffs and gives the bullish case for the market. ======== Schwab Network ======== Empowering every investor and trader, every market…

1
Larsen: Bitcoin Bullishness Intact, ETFs Good Way for Crypto Exposure 10:06

10h ago10:06

10:06

Steve Larsen talks about the bullish thesis for bitcoin as the U.S. government establishes a strategic reserve. He says the cryptocurrency needs to establish a base case for how it will play a role in the government moving forward. For investors, Steve suggests using ETFs as a way to jump into the bitcoin trade without creating too much risk exposu…

1
The Big 3: FXI, GS, TLT 12:12

10h ago12:12

12:12

Chinese mega caps and American financials take the focus of today's Big 3. Theotrade's Don Kaufman explains why he's bearish on the iShares China Large-Cap ETF (FXI) and Goldman Sachs (GS) while maintaining bullishness on the iShares 20+ Year Treasury Bond ETF (TLT). ======== Schwab Network ======== Empowering every investor and trader, every marke…

1
Davis: Trump Getting ‘Hard Part’ Done Early on Trade, Tariffs Less Likely 8:08

10h ago8:08

8:08

“This is the sixth fastest correction in the S&P,” says Tim Davis, “we’re viewing this as a long-term opportunity.” He thinks there’s a good chance that there won’t be tariffs enacted in 1H25, with global trade agreements changing by that time. He says the administration is incentivized to “do the hard part” early, well before the election cycle. =…

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