Do you have R.O.M.O. – the REGRET of Missing Out? It’s easy to be scared of missing the boat when a stock’s going up, but what happens afterward – when you regret never jumping on in the first place? The shop reviews State Street Global Advisors’ rebrand as an ‘investment management’ firm before diving into why it’s easy to ride the eight-day higher when buying pullbacks vs buying breakouts, how to navigate overbought conditions, and how Bitcoin’s wild breakout this week is rocking the crypto market all over the globe.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

Key Moments from the Show

00:00 – Opening Bell
01:00 – State Street “Global Advisors”
04:15 – Mailbag: Price is Truth?
09:15 – Mailbag: SOUN Sets Up for a Breakout
14:20 – Tracking Assimilation for Grotection Gains
17:40 – This Week in the Markets
24:00 – You Had Me At ‘Episodic Pivot’
29:00 – Buying Pullbacks VS Buying Breakouts
36:45 – How to Navigate Overbought Conditions
42:30 – Bitcoin FINALLY Breaks Out
51:30 – How to Buy Bitcoin (on Google Trends)

The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information contact us.

The post Making MONSTER Gains On Bitcoin’s Breakout So You Don’t Get ROMO! | Your Money Podcast – Episode 553 appeared first on Revere Asset Management.



Are you a clickbait trader? Do you jump on daily trends, or do you play the long game? And when you buy securities, should you go all-in? The shop digs into the seismic split at Vanguard and new market highs in the S&P 500 (in part due to the Iran/Israel ceasefire news) before diving into why it’s a little harder than it used to be to count distribution days thanks to dirty volume, why Uber is poised to make the next great move in the transportation sector, and why the death cross is secretly a clickbait trigger for novice traders to stumble over.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

Key Moments from the Show

00:00 – Opening Bell
07:30 – Mailbag: Total Number of Distribution Days on Tale of the Tape
16:30 – This Week in the Markets
22:00 – Dirty Volume and Distribution Days with IBD
25:00 – UBER Becomes a Verb
35:00 – Reviewing the QQQ Golden Cross

Show Links:

• Ken Griffin on Trump, Harvard and Why Novice Investors Won’t Beat the Pros
• What Vanguard’s Investment Team split could mean for Investors
• Flat Benefit would save social security, boost younger workers savings (basically stealing money & promises made)
• Mamdani’s Shock Win has Wall Street fretting over ‘Hot Commie Summer’
• Josh Brown: 10 Tips to Grow Your Influence Online (how about showing investors how to make MONEY!!)

The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information contact us.

The post The Single BIGGEST Mistake Every ‘Pro Trader’ Makes | Your Money Podcast – Episode 552 appeared first on Revere Asset Management.



“There are decades when nothing happens, and there are weeks when decades happen.” Why’s Danny opening the show with a quote from Vladimir Lenin? The shop digs into why Pie Charts R’ Us™ Advisors like Merrill Lynch are shifting into survival mode, which cybersecurity stocks are worth getting into as tariffs continue to shift the markets, and why you almost never want to hang onto down-trending stocks for a truly balanced portfolio.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

Key Moments from the Show

00:00 – Opening Bell
08:00 – Mailbag: How To Use The Oversold Stochastic
11:00 – How Do You Know How Healthy The Market Is?
16:45 – This Week in the Markets
21:30 – Beachballs Under Water in Cybersecurity Stocks – BUG, CRWD, RBRK, OKTA
31:00 – Stay Clear of the Bear with Revere!
35:00 – Why UBER is Ted’s Favorite Liquid Stock (For Now)
47:30 – Lessons in Leadership with Bill Ackman

Show Links:

• Clients Won’t Admit It, but Here’s What They Need from Advisors (🙄 sure if you don’t have sell rules)
• As Bear Market looms, Advisors turn to trusted survival tactics
• You can’t out-trade tariffs as stocks move in tandem (🙄 they are unaware of the benefits of Revere trading to smooth returns)
• Edward Jones files to launch a bank (now they will have conflicts of interest like Schwab)
• 401k Contribution Limits to get a $1,000 Boost in 2026 new estimate
• Franklin urges Advisors to ensure max social security for clients (translation: lost money in PieChartsRUs so need to keep working)

The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information contact us.

The post Can You Out-Trade Tariffs? | Your Money Podcast – Episode 543 appeared first on Revere Asset Management.



Is forecasting fortune-telling? Are big box advisors reading palms or just guessing the weather? The shop digs into bond market predictions and when exactly regulation is coming to the crypto and AI space before following up on an Apple opportunity, explaining the 60-minute Stochastic Cross, and reviewing the VIX and why the volatility index is so important for growth.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – Opening Bell
07:00 – Regulating the Crypto and AI Markets
09:15 – Mailbag: Straying from Apple
11:45 – Monitoring Upcoming IPO’s
21:30 – This Week In the Markets
28:45 – The 60-Minute Stochastic Cross
31:15 – Explaining the VIX
43:45 – Reviewing the NYSE
47:30 – Following Up on Connors Power Gap Move
51:15 – Overbought and Oversold

—

Show Links:

This year’s market moves are outside consensus expectations
https://finance.yahoo.com/news/this-years-market-moves-are-outside-consensus-expectations–in-a-bullish-way-175145777.html

Jeremy Siegel: Stock Rally ‘No Guarantee’ Bear Market is Over
https://www.thinkadvisor.com/2023/06/12/jeremy-siegel-stock-rally-no-guarantee-bear-market-is-over

Stocks drop 20% if bonds have inflation right in JPMorgan Model
https://www.fa-mag.com/news/stocks-drop-20–if-bonds-have-inflation-right-in-jpmorgan-model-73513.html

When Retail Investors are all zigging, is it time to zag?
https://www.fa-mag.com/news/when-retail-investors-are-all-zigging–is-it-time-to-zag-73548.html

SEC prepping AI Rules for Brokerages
https://www.financialadvisoriq.com/c/4112904/529124/prepping_rules_brokerages

Big GOP Tax Package would boost Standard Deduction
https://www.thinkadvisor.com/2023/06/12/big-gop-tax-package-would-boost-standard-deduction

Are You Taking the Right AI Elevators?
https://www.advisorpedia.com/strategists/are-you-taking-the-right-ai-elevators

House GOP seeks to remove SEC Chair Gensler, Restructure Commission
https://www.thinkadvisor.com/2023/06/14/house-republicans-seek-to-remove-sec-chair-gensler-and-restructure-commission-415-500257

JPMorgan reaches agreement to settle with Epstein Victim
https://www.thinkadvisor.com/2023/06/12/jpmorgan-reaches-agreement-to-settle-with-epstein-victim

BOOK: The Lifecycle Trade: How to Win at Trading IPOs & Super Super Growth Stocks by Eve Boboch, Kathy Donnelly, Eric Krull, Kurt Daill
https://tinyurl.com/3jn8d39t

NASDAQ IPO Calendar
https://www.nasdaq.com/market-activity/ipos

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to Revere Asset.com.

The post The Perfect Recipe for a Bull Market | Your Money Podcast – Episode 455 appeared first on Revere Asset Management.



Do you ever get deja vu? Do you see the same trends in the markets coming back around, or the same advice coming from the same old advisors? Danny digs into the circular trends many keep forgetting before diving into the best Marketsmith settings for stock watchers, the growth secrets behind the mining industry, and explaining Tuesday’s IWM outperformance alongside the best stocks to watch this week for growing portfolios.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – Opening Bell
03:20 – A One-Sided Market
08:00 – Mailbag: The Ideal Marketsmith Settings
14:45 – This Week In the Market
23:45 – Metals and Mining: A High Beta Industry
31:30 – Explaining Tuesday’s IWM Outperformance

—

Show Links:

It’s a One-Sided Market
https://www.advisorpedia.com/markets/its-a-one-sided-market

Cliff Asness warns stocks a scary place is U.S. enters recession
https://www.fa-mag.com/news/cliff-asness-warns-stocks-a–scary-place–if-u-s–enters-recession-73390.html

Will Tech Stocks and the S&P 500 Continue to Rally in June 2023
https://www.advisorpedia.com/active/will-tech-stocks-and-the-sp-500-continue-to-rally-in-june-2023

Asked ChatGPT-Type Model About Life Insurance, Annuities. Yikes!
https://www.financialadvisoriq.com/c/4095094/530353/asked_chatgpt_type_model_about_life_insurance_annuities_yikes

10 Reasons to Claim Social Security Before 70
https://www.thinkadvisor.com/2023/06/07/10-reasons-to-claim-social-security-before-70

Jeffrey Gundlach: 9 Signs Pointing to Near-Term Gloom
https://www.thinkadvisor.com/2023/06/07/jeffrey-gundlach-9-signs-pointing-to-near-term-gloom

Retirement Do-Overs: Here’s One of the Most Common Regrets for Today’s Retirees
https://www.advisorpedia.com/next-chapter-retirement/retirement-do-over-heres-one-of-the-most-common-regrets-for-todays-retirees

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to Revere Asset.com.

The post Immaculate Disinflation | Your Money Podcast – Episode 454 appeared first on Revere Asset Management.



The Conundrum – do you chase the leaders, or do you buy the laggards? It’s a tale of two stocks on Your Money this week when the shop digs into the incredible tenacity AI continues to have in the market and introducing Isha Shimha, Research Analyst extraordinaire before diving into the booming tech sector and three key points to identifying leaders early with relative strength.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – Opening Bell
02:00 – Tips for Buying AI
04:00 – Introducing Isha
11:00 – Mailbag – Chase the Leaders or Buy the Laggards?
26:30 – Girls Who Invest
30:00 – Taming the Tech Sector
38:00 – Identifying Leaders with Relative Strength
47:00 – Gap Stocks Worth Watching

—

Show Links:

The Bulls are in Control … But Resistance Ahead
https://www.advisorpedia.com/markets/the-bulls-are-in-control-but-resistance-ahead

Don’t miss out on the AI Boom but avoid the Frenzy
https://www.advisorpedia.com/markets/dont-miss-out-on-the-ai-boom-but-avoid-the-frenzy

Too Rich for Cathie Wood, Nvidia shares stretch valuation limits
https://www.fa-mag.com/news/too-rich-for-cathie-wood–nvidia-shares-stretch-valuation-limits-73381.html

Ford down 55% from all time highs; is Ford stock a good buy right now?
https://www.advisorpedia.com/active/f-down-55-from-all-time-highs-is-ford-stock-a-good-buy-right-now

House to include Collective Investment Trust (CITs) in 403b Plans
https://www.fa-mag.com/news/house-moves-to-include-collective-investment-trusts-in-403-b–plans-73384.html

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to Revere Asset.com.

The post Chase Leaders or Buy Laggards? | Your Money Podcast – Episode 453 appeared first on Revere Asset Management.



What are the odds the US enters default? Some folks think it’s possible, but Danny’s not so sure! The shop digs into the continued boom of AI in the markets and the problem with breadth when midcaps lag before diving into healthcare stocks outside the rally and why NVIDIA might be the most important stock of 2023 in this special Memorial Day episode of Your Money.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – Opening Bell
06:45 – Mailbag: Zero Chance of Default & Tech Stock Successes
10:30 – A and I and CANSLIM
15:00 – This Week in the Markets
26:00 – Breadth on the Charts
32:15 – Healthcare Stocks Outside the Rally
38:30 – Michael’s Contender for Stock of the Year
45:30 – Where the DOW’s headed in 2024

—

Show Links:

What it would mean for the global economy if the U.S. defaults on its debt
https://apnews.com/article/debt-limit-congress-world-economy-recession-biden-52df635e9b89f4b1677176fc8d59eff0

There is ‘zero chance’ of the U.S. defaulting on its debt, Wharton professor Jeremy Siegel says
https://finance.yahoo.com/news/zero-chance-us-defaulting-debt-204601833.html

Monetary Support Suggest Bear Market is Possibly Over
https://www.advisorpedia.com/markets/monetary-support-suggests-bear-market-is-possibly-over

Tiger Management is Unloading Private Assets. Should Investors Worry?!
https://www.fa-mag.com/news/tiger-management-to-unload-a-huge-chunk-of-its-portfolio–experts-say-don-t-panic-yet-73269.html

The rise of ChatGPT could jump start the Roaring 20s for stocks and solidify a new bull market
https://finance.yahoo.com/news/rise-chatgpt-could-jump-start-203000518.html

Swapping Assets Can Be Tax-Friendly Move for Some Trust
https://www.fa-mag.com/news/swapping-assets-can-be-tax-friendly-move-for-some-trusts-73270.html

The True-Life Companies: Helping Millennials Reach Home Ownership
https://www.advisorpedia.com/alternatives/the-true-life-companies-helping-millennials-reach-home-ownership

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to Revere Asset.com.

The post Indexes – The Good, the Bad, & The Ugly | Your Money Podcast – Episode 452 appeared first on Revere Asset Management.



Is incorporating AI a guaranteed way to grow stock prices? The shop digs into Duolingo, Chegg, and a few other companies that have seen huge changes since announcing AI additions to their services before diving into the trouble with a lot of banking institutions and the computer software stocks you’ll want to keep an eye on in the markets this week.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – This Week on Your Money
05:30 – AI Runs Rampant in the Markets
10:00 – This Week In the Markets
16:00 – AI, Banks, and the Trust Currency
21:00 – Investing in the Computer Software Industry Sector

—

Show Links:

Paul Tudor Jones says Fed Hikes are done, Stocks will rise this year
https://www.fa-mag.com/news/paul-tudor-jones-says-fed-hikes-are-done–stocks-will-rise-this-year-73205.html

Commercial Real Estate Prices Fall for First Time Since 2011
https://www.bloomberg.com/news/articles/2023-05-17/us-commercial-real-estate-prices-fall-for-first-time-since-2011

The First Republic Takeover: What Happened
https://blogs.cfainstitute.org/marketintegrity/2023/05/02/the-first-republic-takeover-what-happened

ChatGPT; Copilot Today, Autopilot Tomorrow?
https://blogs.cfainstitute.org/investor/2023/04/27/chatgpt-copilot-today-autopilot-tomorrow/?s_cid=eml_Enterprising

DOL Files Notice of Appeal in 401k Rollover Ruling
https://www.napa-net.org/news-info/daily-news/dol-files-notice-appeal-401k-rollover-ruling

DOL abandons appeal in Florida 401k Rollover ruling
https://401kspecialistmag.com/dol-abandons-appeal-in-florida-401k-rollover-ruling

DOL drops Rollover Appeal
https://www.thinkadvisor.com/2023/05/15/dol-drops-rollover-appeal

AI just killed its first big stock
https://www.advisorpedia.com/strategists/ai-just-killed-its-first-big-stock

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to Revere Asset.com.

The post AI, Banks, and the Trust Currency | Your Money Podcast – Episode 451 appeared first on Revere Asset Management.



Is the debt ceiling really important? Or are you just being played? Currently America’s still the strongest economy in the world, but if the government defaulted, what would you do? The shop talks default, debt, and excessive-debt stocks before diving into Don’s Stoplight report, unpacking ‘return on equity’, and reviewing highs, lows, and breadth charts.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – This Week on Your Money
04:30 – Brace Yourself – Is 2008 Coming?!
09:30 – Mailbag: Excessive-Debt Stocks
13:00 – Mom’s $350k Capital Gains
16:00 – Reviewing the Stoplight Report
21:00 – Highs, Lows, & Breadth Charts
27:30 – Unpacking ‘Return on Capital’

—

Show Links:

Berkshire Dumps Billions Worth of U.S. Stocks, Buys Treasuries Instead
https://seekingalpha.com/article/4601257-warren-buffett-berkshire-hathaway-dumps-billions-worth-us-stocks-buys-treasuries

Brace Yourself – Is 2008 Coming?
https://www.advisorpedia.com/markets/brace-yourself-2008-is-coming

The Zero Rate Paradox for Investors
https://www.advisorpedia.com/strategists/the-zero-risk-rate-paradox-for-investors

What Investors Should Do About the June Debt Ceiling Deadline
https://www.advisorpedia.com/strategists/what-investors-should-do-about-the-june-debt-ceiling-deadline

Schwab began hedging interest rate risk with about 3.9 Billion in derivatives
https://www.fa-mag.com/news/schwab-began-hedging-interest-rate-risk-with-about–3-9-billion-in-derivatives-73134.html

Commercial Real Eatate lending plunged 56% last quarter as ‘logjam’ of uncertainty clogged the market
https://markets.businessinsider.com/news/stocks/credit-crunch-commercial-real-estate-lending-us-housing-market-banks-2023-5

6 New Estate Tax Bills in Congress Now (rut roh)
https://www.thinkadvisor.com/2023/05/10/6-new-estate-tax-bills-in-congress-now

Climate Impact Rule Likely on the Ropes: SEC Roundup
https://www.thinkadvisor.com/2023/05/10/climate-impact-rule-likely-on-the-ropes-sec-roundup

Summary of Comment Letters for the SEC’s Proposed Climate Risk Disclosure Rule
https://sites.duke.edu/thefinregblog/2022/09/01/summary-of-comment-letters-for-the-secs-proposed-climate-risk-disclosure-rule

Industry Groups Bash SEC’s Custody Due Diligence Rule (death nail to crypto?)
https://www.fa-mag.com/news/industry-groups-bash-sec-s-custody-due-diligence-rule-proposal-73136.html

How to prepare clients now for looming estate tax changes
https://www.fa-mag.com/news/how-to-prepare-clients-now-for-looming-estate-tax-changes-73119.html

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to Revere Asset.com.

The post The Sky Is Falling! | Your Money Podcast – Episode 450 appeared first on Revere Asset Management.



How many Keynesian economists does it take to fix America’s inflation problem? The shop digs into the Fed’s grip on interest rates before diving into the mailbag to talk NVIDIA and Berkshire, review this week in the markets, and discuss the key factors to look out for when you’re looking to trade in the restaurant sector.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, & Michael Ramos host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – This Week on Your Money
04:00 – Three Ways the Fed Adjusts Interest Rates
13:00 – Conviction (or: How To Lose A Lot of Money in Investing)
17:00 – Big Investor’s Key Strategies
22:00 – Mailbag: Cake and Circus for the Masses
30:00 – Maibag: Analyzing Don’s NVIDIA Buy
32:00 – Mailbag: Berkshire – A Whirlwind Trade
42:00 – Mayfest?!
44:00 – This Week In the Markets
55:00 – Names to Watch in the Restaurant Sector
01:04:00 – Adjusting for Interest

—

Show Links:

Conviction (Or How To Lose a Lot of Money in Investing)
https://www.advisorpedia.com/strategists/conviction-or-how-to-lose-a-lot-of-money-in-investing

Treasury to Launch First Buyback Program Since 2000 – WSJ Subscription required
https://www.wsj.com/livecoverage/federal-reserve-meeting-interest-rate-hike-expected-may-2023/card/treasury-to-launch-first-buyback-program-since-2000-zEOiM3wy5k87nrkTURNr?mod=Searchresults_pos3&page=1

Fed Raises Rates by a Quarter Point, Signals Possible Pause
https://www.thinkadvisor.com/2023/05/03/fed-raises-rates-by-quarter-point-signals-possible-pause

I Bond Rate drops to 4.3% as Cooling Inflation Drags Yields Lower
https://www.fa-mag.com/news/i-bond-rate-drops-to-4-3–as-cooling-inflation-drags-yield-lower-73026.html

How to Buy I Bonds in May 2023
https://www.advisorpedia.com/fixed-income/how-to-buy-i-bonds-in-may-2023

Bid to launch ETFs that aim to double Telsa’s famous volatility
https://www.fa-mag.com/news/bid-to-launch-etfs-that-aim-to-double-tesla-s-famous-volatility-filed-with-sec-73078.html

New Retirement Bill expands 403(b) Fund Menu (its about time IF it passes!)
https://www.thinkadvisor.com/2023/05/04/new-retirement-bill-expands-403b-fund-menu

DoubleLine’s Gundlach ‘Turning More Bearish’

https://www.thinkadvisor.com/2023/05/04/doublelines-gundlach-turning-more-bearish

IRS rules against a Tax Tactic for Irrevocable Grantor Trusts
https://www.fa-mag.com/news/irs-rules-against-a-tax-tactic-for-irrevocable-grantor-trusts-73025.html

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to Revere Asset.com.

The post Big Investor Strategies | Your Money Podcast – Episode 449 appeared first on Revere Asset Management.



If you’re thinking about selling your house, is 2023 the year to sell? Some think it’s still worth holding out til next year, but Danny’s not so sure. The shop digs into big tech and a few key events that rocked the commercial real estate market in March before diving into avoiding the landmines in next week’s trades, long-term treasury bonds, and finding the right names in the right sectors.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – This Week on Your Money
06:00 – Commercial Real Estate Trouble
12:00 – Is Big Tech Enough?
16:30 – Charting March’s Falloff
20:00 – This Week In the Markets
25:00 – Mailbag: Decade-Away Unbuyable Cities
36:00 – Long-Term Treasury Bonds
39:00 – The Right Names in the Right Sectors
42:30 – Doctor Copper

—

Show Links:

10 Reasons Clients should be optimistic about the future
https://www.fa-mag.com/news/ten-reasons-clients-should-be-optimistic-about-the-future-72935.html

US Banks on alert over falling commercial real estate prices (subscription but a few free articles first normally)
https://www.ft.com/content/705df695-c81c-4ddf-8d56-a0a6e9cd7500?segmentId=444e609c-2ccc-58db-3768-f74f25f5cea4

Schwab should split from its Bank: JPMorgan
https://www.thinkadvisor.com/2023/04/24/schwab-should-split-from-its-bank-jpmorgan

Can your clients tap an IRA to pay for college
https://www.thinkadvisor.com/2023/04/19/can-your-clients-tap-an-ira-to-pay-for-college

Sell is May and Go Away?
https://www.advisorpedia.com/markets/sell-may-in-april-and-go-away

House Committe passes bills aimed at expanding “Accredited Investor” Pool
https://www.financialadvisoriq.com/printIssue/517384

In Less than a Decade, You Won’t Be Able to Afford a Home in These Cities (flawed article, listen to show for reasons)
https://finance.yahoo.com/news/less-decade-won-t-able-160121247.html

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to Revere Asset.com.

The post Charting Commercial | Your Money Podcast – Episode 448 appeared first on Revere Asset Management.



Is there a hedge for ignorance? The shop digs into the banks’ borrowing ceiling and whether or not you should do a Roth conversion before diving into long-term investments in steady dividends, two sectors you may want to be wary of, and the Revere Asset mailbag.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – This Week on Your Money
3:00 – One-Month T-Bills’ Overnight Drop
10:00 – Should I Do a Roth Conversion?
16:00 – Mailbag: Retiring at 70
20:00 – Mailbag: Classroom CANSLIM
21:30 – Mailbag: Long-Term Investments in Steady Dividends
34:00 – Six Types of Growth Stocks
40:00 – Two Sector Downsides (and One Upside)
46:00 – An Inverse on Bitcoin Futures

—

Show Links:

The Cash Hoard of 2023 … and the Future of Equities
https://www.advisorpedia.com/strategists/the-cash-hoard-of-2023-and-the-future-of-equities

Recession odds jump as the Fed crushes consumers
https://www.advisorpedia.com/markets/recession-odds-jump-as-the-fed-crushes-consumers

Schwab Faces fresh Risks in the Zero-Fee Landscape It Shaped
https://www.fa-mag.com/news/schwab-faces-fresh-risks-in-the-zero-fee-landscape-it-shaped-72819.html

8 Reasons to Avoid a Roth Conversion
https://www.thinkadvisor.com/2023/04/18/8-reasons-to-avoid-a-roth-conversion

BlackRock ditches 60/40 Portfolio in New Regime of High Inflation
https://www.fa-mag.com/news/blackrock-ditches-60-40-portfolio-in-new-regime-of-high-inflation-72849.html

Downturn like 2008 crisis or worse is coming: Seth Pomboy
https://www.thinkadvisor.com/2023/04/19/downturn-like-2008-crisis-or-worse-is-coming-steph-pomboy

Geopolitical Threat: A Long Dormant Threat Awakens
https://www.advisorpedia.com/markets/geopolitical-risk-a-long-dormant-threat-awakens

Where will the Federal Reserve Discount Rate be on January 1st 2024?
https://www.advisorpedia.com/strategists/where-will-the-federal-reserve-discount-rate-be-on-january-1st-2024

US Foreclosure Activity continues to climb in Q1 2023
https://www.attomdata.com/news/most-recent/attom-q1-2023-u-s-foreclosure-market-report

Home foreclosure filings jump 22%, and repossessions hit highest level in 3 years
https://markets.businessinsider.com/news/stocks/home-foreclosure-filings-default-housing-market-crash-repossession-pandemic-moratorium-2023-4

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to Revere Asset.com.

The post A Hedge for Ignorance | Your Money Podcast – Episode 447 appeared first on Revere Asset Management.



Warren Buffett says more bank failures are coming – but how are the AI handling it? The shop dives into the cyberworld of ChatGPT for a brief poetic reprieve before unveiling T-Mobile’s new partnership with Elon Musk’s Starlink satellite service, the Top Three Small-To-Midcap Stocks to Watch, and a quick review of This Week In the Markets.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – FIESTA!!
03:30 – This Week on Your Money
10:30 – The Wild Self-Driving Hack
12:30 – ChatGPT Poetry: On Banks
16:00 – This Week In The Markets
26:00 – T-Mobile, Starlink, & Defense Contract Stocks
32:00 – Top Three Midcap Stocks to Watch
37:30 – A Quick Word on Snapchat

—

Show Links:

The Dollar Death, Not So Fast
https://www.advisorpedia.com/strategists/the-dollars-death-not-so-fast

Wealthy clients better plan for election time changes to TCJA (Tax Cuts & Jobs Act)
https://www.fa-mag.com/news/wealthy-clients-better-plan-for-election-time-changes-to-tcja-72744.html

Social Security expert answers 12 common questions
https://www.thinkadvisor.com/2023/04/10/12-questions-clients-will-ask-about-their-social-security-benefits

Buffet says more bank failures likely
https://www.thinkadvisor.com/2023/04/12/buffett-says-more-bank-failures-likely

Charles Schwab: Lessons and Losses
https://edelweiss.substack.com/p/charles-schwab-lessons-and-losses

4th Color Traffic Light for Self-Driving Cars
https://www.businessinsider.com/fourth-color-traffic-lights-streets-self-driving-robot-cars-trucks-2023-4

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to Revere Asset.com.

The post ChatGPT and The Dollar Death | Your Money Podcast – Episode 446 appeared first on Revere Asset Management.



With Trump Tariffs moving the markets up and down this week, is it time to talk technicals?

The shop flies sans-Dan this week to talk about the current state of the bear market (and why some folks don’t seem to believe that’s where we’re headed) and why the markets HATE uncertainty before diving into Wednesday’s upday following Trump’s 90-Day Tariff Pause announcement, why the bond markets may have been a key factor behind the decision, and why the next cross in the market may be coming sooner than you think – a LOT sooner actually, if you ask Todd Thomas!

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

Key Moments from the Show

00:00 – Opening Bell
10:00 – Tracking Wednesday’s Big Candle Upday
14:00 – Why Bonds Move Markets – Tracking TLT
24:00 – The FEAR/FOMO Indicator – Breadth Charts Worth Watching
34:00 – Predicting The Next Death Cross – Looking Back At 11 Key Death Crosses
48:00 – Stocks Worth Watching – CRWD, BTC, HOOD, DOCS

Show Links:

• Marketwatch: Here’s What It May Take For This Beaten-Down Stock Market To Solidly Rebound featuring Connor Bates

The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information contact us.

The post Can 90 Days Stop This Bear?! | Your Money Podcast – Episode 542 appeared first on Revere Asset Management.



Is AI a good buy? There’s been a lot of movement in the boutique tech sector in the last few months, but not all of it’s been good. The shop digs into AI’s reversal through a trade-based looking glass and gold’s recent rise in popularity due to an all-too-familiar run of bank failures.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – This Week on Your Money
03:00 – Foreign Bailouts?!
09:00 – Gold – The Bullish Sector
17:00 – Mailbag: A.I.’s Reversal
22:00 – Reviewing a Sideways Trade
35:30 – This Week In the Markets

—

Show Links:

Banking Crisis is How It Starts, Recession is How It Ends
https://www.advisorpedia.com/markets/banking-crisis-is-how-it-starts-recession-is-how-it-ends

The Nightmare Banking Scenario You Must Prepare For
https://www.advisorpedia.com/strategists/the-nightmare-banking-scenario-you-must-prepare-for

Schwab eyes its worst month since 1987
https://www.thinkadvisor.com/2023/03/31/schwab-eyes-worst-month-since-1987

Blackstone REIT limits investor redemptions again in March
https://www.reuters.com/business/finance/blackstone-reit-limits-investor-redemptions-again-march-2023-04-03

Getting the Highest Social Security Benefit is More Crucial than Ever
https://www.fa-mag.com/news/getting-the-highest-social-security-benefit-is-more-crucial-than-ever-72666.html

New Bill Revives GOP Push to Repeal Estate Tax
https://www.thinkadvisor.com/2023/04/04/new-bill-revives-gop-push-to-repeal-estate-tax

SEC rings up Merrill Lynch for $9.7Mn in Undisclosed Fees
https://www.financialadvisoriq.com/printIssue/517214

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to Revere Asset.com.

The post Artificial Intelligence?! | Your Money Podcast – Episode 445 appeared first on Revere Asset Management.



Are you the product? Or are you the customer? When it comes to investment advice, it’s hard to say who’s really getting the runaround. The shop digs into big-box advisors this week to break down just how underhanded some of the biggest strategies in investing can really be, why fear and greed are two of the biggest factors to keep an eye on, and the importance of the all-encompassing elevator up, escalator down.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – This Week on Your Money
05:30 – Mailbag: Banks & The Real Estate Market
11:45 – Mailbag: The Toughest Market Environment
16:00 – Good Signs Coming From the Market
26:00 – Fear & Greed on the Breadth Charts
32:30 – The Most Hated Sector in the Market Right Now
37:00 – Risk Control: The Most Important Thing in Trading
40:45 – Elevator Up, Escalator Down

—

Show Links:

How Do People Feel About Brokers?
https://www.advisorpedia.com/growth/how-do-people-feel-about-brokers

Wall Street has no clue how to price in the Banking Upheaval
https://www.thinkadvisor.com/2023/03/29/wall-street-has-no-clue-how-to-price-in-the-banking-upheaval

Schwab’s 7 Trillion Empire built on Low Rates is Showing Cracks
https://www.fa-mag.com/news/schwab-s–7-trillion-empire-built-on-low-rates-is-showing-cracks-72589.html

Schwab Downgraded by Morgan Stanley for First Time, Target Slashed
https://www.thinkadvisor.com/2023/03/30/schwab-downgraded-by-morgan-stanley-for-first-time-target-slashed

Lean on a Bond Giant for Retirement Planning Solutions – (REALLY!?! – who is Advisorpedia’s Client, YOU or PIMCO??)
https://www.advisorpedia.com/fixed-income/lean-on-a-bond-giant-for-retirement-planning-solutions

Michael Burry says he was wrong to say sell – congratulations to dip buyers
https://www.fa-mag.com/news/michael-burry-says-he-was–wrong-to-say-sell—congratulates-dip-buyers-72626.html

The Last Time this happened, Gold soared for 10 years
https://www.advisorpedia.com/alternatives/the-last-time-this-happened-gold-soared-for-10-years

JPMorgan CEO Jamie Dimon to be deposed in the Epstein lawsuit
https://www.thinkadvisor.com/2023/03/28/jpmorgan-ceo-jamie-dimon-to-be-deposed-in-epstein-lawsuits

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to Revere Asset.com.

The post Are YOU The Product? | Your Money Podcast – Episode 444 appeared first on Revere Asset Management.



Are YOU the cattle? Advisors around the world are proposing that we all ‘Buy the Big Banks!’ but with all the risk in the market right now, Danny’s not so sure. The shop talks Bank positions, the difference between FDIC and SIPC, and the stark lack of confidence coming from Janet Yellen and Jerome Powell before diving into earnings gaps and breadth charts after the FOMC.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – This Week on Your Money
1:00 – Buy the Big Banks?!
06:00 – FDIC and SIPC
11:00 – How the FED Works
22:30 – Yellen & Powell: Zero Confidence
27:00 – Breadth Charts after the FOMC
31:30 – The Market Doesn’t REALLY Care about the Fed
39:30 – Reviewing the Earnings Gap Study
44:30 – This Week On the Charts
51:00 – What Active Management Really Does

—

Show Links:

Fed hikes quarter point, signals it still expects higher rates
https://www.thinkadvisor.com/2023/03/22/fed-hikes-quarter-point-signals-it-still-expects-higher-rates

SVB Collapse is a Wake-Up Call on Cash Management
https://www.thinkadvisor.com/2023/03/20/jamie-hopkins-svb-collapse-is-a-wake-up-call-on-cash-management

Yellen says U.S. will intervene if Needed to Protect Smaller Banks
https://www.thinkadvisor.com/2023/03/21/yellen-says-u-s-will-intervene-if-needed-to-protect-smaller-banks

10 Biggest U.S. Banks in 2022
https://www.thinkadvisor.com/2023/03/23/10-biggest-u-s-banks-in-2022

New IRS Guidance clarifies 2023 RMDs
https://www.thinkadvisor.com/2023/03/20/ed-slott-new-irs-guidance-clarifies-2023-rmds

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to Revere Asset.com.

The post Buy the Big Banks?! | Your Money Podcast – Episode 443 appeared first on Revere Asset Management.



Wait a minute, what’s this about a bank run? The Revere Team reviews last week’s explosive bank action regarding Silicon Valley Bank and how companies like Charles Schwab and TD Ameritrade are pivoting before diving into the homebuilding sector and reviewing breadth on the charts.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – This Week on Your Money
3:00 – The Confidence Game
6:00 – SIVB & The Bank Run Problem
12:00 – TD Ameritrade: Felled by Free Trades
15:00 – Mailbag: What Happens if Schwabb goes Belly-Up?
21:00 – This Week On the Charts
29:00 – Reviewing the Homebuilding Sector
35:00 – Breadth Charts & Market Updates
42:00 – This Week’s 21/21

—

Show Links:

Advisorpedia: Worried About Banks? Read This!
https://www.advisorpedia.com/viewpoints/worried-about-banks-read-this/

First Republic Gets $30B in Deposits … from Firms Whose FAs It Poaches
https://www.financialadvisoriq.com/c/3983664/511704/first_republic_gets_deposits_from_firms_whose_poaches

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to Revere Asset.com.

The post SIVB: The Tape Tells All | Your Money Podcast – Episode 442 appeared first on Revere Asset Management.



Does anything good ever happen below the 200-Day Moving Average? Idyllic investors may say anything can happen, but Don’s not so sure. The shop digs into whether or not you should convert your IRA to a Roth IRA and investigates some recent moves through a Silicon Valley Bank-shaped looking glass before demystifying the self-attribution bias and digging into the Revere Asset mailbag.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – This Week on Your Money
1:45 – Should You Convert Your IRA to a Roth IRA?
3:30 – $300 Million in Fees?!
5:00 – Jeffrey Gundlach’s 10 Troubling Signs
8:30 – The Deepest Bond Inversion Since Volcker
15:00 – Explaining the Silicon Valley Bank Situation
23:00 – Identifying Character Change with Breadth Charts
25:30 – Noteworthy ETF’s in the Finance Sector
30:45 – A Prime Example of Fear on Parade
39:00 – Demystifying The Self-Attribution Bias
48:30 – Mailbag: How 20 Seconds Can Make You A Better Day Trader
49:15 – Mailbag: When To Sell In Bullish and Bearish Scenarios

—

Show Links:

Gundlach foresees highest level of junk bond defaults of all time
https://www.fa-mag.com/news/gundlach-foresees-highest-level-of-junk-bond-defaults-of-all-time-72324.html

Jeffrey Gundlach: 10 Troubling Economic Signs to Watch
https://www.thinkadvisor.com/2023/03/08/jeffrey-gundlach-10-troubling-economic-signs-to-watch

Cathie Wood’s Flagship Ark Fund tops 300Mn in fees despite losses
https://www.ft.com/content/7930fbf7-d2d6-464c-9ffa-20efcf58e21e

Roth vs Traditional IRA: the Tradeoff isn’t always what you think
https://www.thinkadvisor.com/2023/03/07/roth-vs-traditional-iras-the-tax-trade-off-isnt-always-what-you-think

More States adopt Reg BI-Compatible Annuity Sales Standards
https://www.thinkadvisor.com/2023/03/07/more-states-adopt-reg-bi-compatible-annuity-sales-standards

Schwab, NYSE, and Citadel unite against the SEC Market-Rules revamp
https://www.thinkadvisor.com/2023/03/08/schwab-nyse-and-citadel-unite-against-sec-market-rules-revamp

New SEC Custody Rule would scare away qualified custodians
https://www.thinkadvisor.com/2023/03/03/new-sec-custody-rule-would-scare-away-qualified-custodians-lawyer

U.S. race for Digital Dollar fuels case for Bitcoin
https://www.advisorpedia.com/cryptocurrency/us-race-for-digital-dollar-fuels-case-for-bitcoin

How 20 seconds can make you a better investor
https://www.wsj.com/articles/20-seconds-that-can-break-bad-money-habits-a9f5c2fe

New Bill would change Social Security claiming age terminology
https://www.thinkadvisor.com/2023/03/07/new-bill-would-change-social-security-claiming-age-terminology

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to RevereAsset.com.

The post Trends with Benefits | Your Money Podcast – Episode 441 appeared first on Revere Asset Management.



Is there such thing as a perfect investment? The shop digs into the relationship between liquidity and stability and why American investors want a weak yen with a reasonable dollar before diving into 6 Trust and Will considerations you may want to move on sooner rather than later, when and how the Revere team uses weekly charts to exit trades, and the secret to using the TTM to determine quality valuations.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, and Michael Ramos host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – This Week on Your Money
2:00 – Why Advisors Should Practice Tax Law Harvesting All Year Long
6:30 – Are You Focused On The Wrong Central Bank?
12:00 – The Perfect Investment That Doesn’t Exist
15:00 – 6 Trust and Will Considerations that Can’t Wait
16:30 – Who Benefits from the Secure Act 2.0?
25:00 – Mailbag: When Do We Use Weekly Charts to Exit Trades?
33:00 – Will the Bear Come Roaring Back?
41:00 – This Week In the Markets
49:30 – Valuation and the Trailing Twelve Months
1:01:00 – The Stocks That Get Our Attention

—

Show Links:

Are You Focusing on the Wrong Central Bank?
https://www.schwabassetmanagement.com/content/are-you-focusing-on-wrong-central-bank

Why Advisors should Practice Tax-Loss Harvesting All Year
https://www.fa-mag.com/news/why-advisors-should-practice-tax-loss-harvesting-all-year-72190.html

Will the Bear Market come Roaring Back?
https://www.fa-mag.com/news/will-the-bear-market-come-roaring-back-72220.html

The Fed vs the Market
https://www.advisorpedia.com/markets/the-fed-versus-the-market

The Perfect Investment Doesn’t Exist
https://www.advisorpedia.com/viewpoints/the-perfect-investment-doesnt-exist

Part B Premiums: A Medicare Customer Question
https://www.thinkadvisor.com/2023/02/24/part-b-premiums-a-medicare-customer-question

6 Trust and Will Considerations that Can’t Wait
https://www.thinkadvisor.com/2023/03/02/6-trust-and-will-considerations-that-cant-wait

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to RevereAsset.com.

The post A Reasonable Dollar & A Weak Yen | Your Money Podcast – Episode 440 appeared first on Revere Asset Management.



A ‘No-Landing’ Scenario? The Fed’s aggressive policy tightening leads to what some economists say will be a winning strategy, but Danny’s not so sure. The shop digs into the PERFECT Stock Market Indicator, new Presidential Candidate Vivek Ramaswami, and the trouble with Foreign Investment Risks before diving into an S&P Breath update, five Tech Stocks you might want to keep an eye on, and answering a few listener questions in the Revere Asset mailbag.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, and Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – This Week on Your Money
3:30 – ‘No Landing Scenario’ At Odds with Fed Goals
12:45 – The PERFECT Stock Market Indicator
19:00 – Vivek Ramaswami
21:00 – S&P Breath & The NASDAQ
24:30 – Foreign Stock Investment Risks
35:00 – Five Tech Stocks Worth Watching
38:30 – This Week In The Markets
44:30 – Mailbag: Price Decay & Contango
51:00 – Mailbag: Don’s Rich Moglen Interview
52:00 – Mailbag: High-Dividend ETF Ticker Review

—

Show Links:

A Perfect Stock Market Indicator
https://www.advisorpedia.com/strategists/a-perfect-stock-market-indicator

Will Disinflation be Transitory?
https://www.advisorpedia.com/markets/will-disinflation-be-transitory

“No Landing” Scenario at Odds with Fed’s Goals
https://www.advisorpedia.com/strategists/no-landing-scenario-at-odds-with-feds-goals

El-Erian: Fed can’t reach 2% inflation without crushing the economy
https://www.thinkadvisor.com/2023/02/17/el-erian-fed-cant-reach-2-inflation-without-crushing-economy

Anti-ESG Crusader joins GOP Presidential Race (Vivek Ramaswamy)
https://www.thinkadvisor.com/2023/02/22/anti-esg-crusader-joins-gop-presidential-race

What is a ByPass Trust and Do I Need One
https://www.policygenius.com/trusts/bypass-trust

The Average 401k lost -20% of its value last year
https://www.fa-mag.com/news/the-average-401-k–lost-20–of-its-value-last-year-72117.html

Rollover regs in limbo after Judge strikes down DOL Rule
https://www.fa-mag.com/news/rollover-regs-in-limbo-after-judge-strikes-down-dol-rule-72064.html

Why a Federal Courty Ditched DOL Fiduciary Standard for Rollovers
https://www.thinkadvisor.com/2023/02/23/why-a-federal-court-ditched-dol-fiduciary-standard-for-rollovers

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to RevereAsset.com.

The post Hard Landing, Soft Landing, No Landing? | Your Money Podcast – Episode 439 appeared first on Revere Asset Management.



What’s better for portfolios – bond ladders or bond funds? Danny digs into the differences and how mutual funds like Vanguard are performing ETF magic before diving into why rising mortality rates are affecting insurance premiums, how high net-worth investors like Warren Buffet and Bill Gates are embracing the Estate Tax, and the stocks you need to watch this week for steady gains in your portfolio.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – This Week on Your Money
2:30 – Bonds (and Bond Funds)
12:00 – Mutual Fund ETF Magic
17:30 – How Revere Handles Bonds
22:00 – Mortality Rates and Rising Premiums
23:30 – The Estate Planning Issue
30:00 – Is Your CPA Any Good?
32:00 – The Revere Asset Mailbag
43:00 – The Trouble with Bank Bailouts
54:00 – The S&P Pre/Post Presser
1:02:00 – Problematic Consensus Strategies
1:08:00 – Top Five Gaming & Leisure Stocks
1:16:00 – Why Interest Rates are Bad for Growth Stocks

—

Show Links:

Bond Ladders vs Bond Funds – Which is Better for Portfolios
https://www.thinkadvisor.com/2023/02/10/bond-ladders-vs-bond-funds-which-are-best-for-portfolios

Wall Street Mutual Fund-to-ETF Magic Trick is Failing o Wow
https://www.thinkadvisor.com/2023/02/13/wall-streets-mutual-fund-to-etf-magic-trick-is-failing-to-wow

Life Insurers continue to see Mortality Exceeding Pre-Pandemic Levels
https://www.thinkadvisor.com/2023/02/10/what-life-insurers-are-saying-about-death-now

CPI to be revised for January price data

CPI calculation to be revised for January price data

Restructuring domestic sovereign debt: Fiscal savings & financial stability considerations
https://www.brookings.edu/blog/future-development/2023/02/13/restructuring-domestic-sovereign-debt-fiscal-savings-and-financial-stability

The Budget and Economic Outlook: 2023 to 2033
https://www.cbo.gov/publication/58848

How to Tell if Your Client has a Good Tax Preparer
https://www.fa-mag.com/news/how-to-tell-if-your-client-has-a-good-tax-preparer-71977.html

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to RevereAsset.com.

The post Bond Ladders, Bond Funds | Your Money Podcast – Episode 438 appeared first on Revere Asset Management.



What is the Monte-Carlo Simulation – and how can it help your portfolio? Danny breaks down the difference between the tactic and the tool before diving into the reasons you should be wary of any Social Security Lump-Sum offerings, who really comes out on top in the almighty Technicals versus Fundamentals debate, and the 5 Gaming and Leisure Stocks you should be watching to turn a profit in 2023.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, and Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – This Week on Your Money
04:00 – Charles Schwab’s Double-Coverage
05:00 – Mailbag: Unemployment & Interest Rates
10:00 – Mailbag: Market-Maker Manipulation
13:00 – Explaining The Monte-Carlo Simulation
21:00 – Beware the Social Security Lump Sum
25:00 – Technicals VS Fundamentals
28:00 – Bull Now, Bear Later?
32:00 – This Week in the Markets
38:00 – Breath Charts & 5 Stocks to Watch
42:00 – The Teddy-Bull 12
48:00 – Analyzing the GDP Report
51:00 – Top Five Gaming/Leisure Stocks

—

Show Links:

2023 Stress Test Scenarios – Federal Reserve
https://t.co/cMWLwh03i1

Technicals vs Fundamentals: Which is Right?
https://www.advisorpedia.com/markets/technicals-vs-the-fundamentals-which-is-right

Beware the Social Security Lump-Sum Offer
https://www.thinkadvisor.com/2023/02/06/beware-the-social-security-lump-sum-offer

Why Monte Carlo simulations for retirement income should be banned
https://www.fa-mag.com/news/why-monte-carlo-simulations-for-retirement-income-should-be-banned-71909.html

Lawmakers grapple with ‘Accredited Investor’ Definition
https://www.thinkadvisor.com/2023/02/08/lawmakers-grapple-with-accredited-investor-definition

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to RevereAsset.com.

The post The Monte-Carlo Simulation | Your Money Podcast – Episode 437 appeared first on Revere Asset Management.



Are you in the Prediction Business? A lot of investors may take pride in their uncanny ability to predict where the market’s headed, but Danny’s not so sure. The shop digs into 10 Stocks that were ‘guaranteed winners’ in 2002 (and where they’re at now) before diving into the U.S. Debt crisis and why inflation is only monetary, the trouble with going all in on gold, and why the leisure and mining sectors might be worth keeping an eye on heading into the spring.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – Lao Tzu
4:00 – Retirement Goals
7:30 – Predictions: No Better Than Guessing
10:30 – 10 Stocks To Hold For a Decade, in 2002
14:00 – Believable Misinformation?
21:00 – Concerns About the US Debt Crisis
28:00 – “All In On Gold!”
34:00 – The Best of the Worst
40:00 – This Week in the Markets
43:30 – Self-Defense, Lodging, & Motorcycle Sectors
50:00 – Explaining the Market Breath
56:00 – Tracking the Mining Sector
1:01:00 – Intraday Analysis

—

Show Links:

Why some make stock market forecast
http://proactiveadvisormagazine.com/why-some-make-stock-market-forecasts

Believable misinformation is a danger to long-term retirement goals!
https://proactiveadvisormagazine.com/believable-misinformation-is-a-danger-to-long-term-retirement-goals

A “Soft Landing” for Investors or a Fed Myth?
https://www.advisorpedia.com/markets/a-soft-landing-for-investors-or-a-fed-myth

90% of Small Business, Employees want Advisor help
https://www.fa-mag.com/news/90–of-small-businesses–employees-want-advisor-help–survey-says-71774.html

Rising interest rates can make trusts an effective wealth transfer tool
https://www.fa-mag.com/news/rising-interest-rates-can-make-trusts-effective-wealth-transfer-tools-71771.html

Edward Jones sues to stop fired advisor from taking “Five Star” Clients
https://www.fa-mag.com/news/edward-jones-sues-to-stop-fired-advisor-from-taking–five-star–clients-71790.html

The Fish Rots from the Head: Why fixing Wells Fargo’s Culture is taking so long
https://www.thinkadvisor.com/2023/01/31/the-fish-rots-from-the-head-backward-why-fixing-wells-fargos-culture-is-taking-so-long-415-484357

Investors Burned in NYSE Trading Chaos Demand Compensation
https://www.thinkadvisor.com/2023/01/31/investors-burned-in-nyse-trading-chaos-demand-compensation

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to RevereAsset.com.

The post The Prediction Business | Your Money Podcast – Episode 436 appeared first on Revere Asset Management.



Afraid to check your 401(k)? Any chance you’re avoiding the markets since President Trump’s tariffs kicked off this last Thursday?

The shop digs into why every other Pie-Chart Investor like Edward Jones and Charles Schwab are sinking in the red while we’re still swimming in the green (thanks to Don’s hard work on Liberation Day along with a few key sell disciplines!) before diving into why bear markets historically spin short, why Bloomberg is secretly suggesting not to sell, and why it’s so important to be willing to try again in volatile times – ESPECIALLY when shorting a key semiconductor like SOXX.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

Key Moments from the Show

00:00 – Opening Bell
05:30 – Mailbag: The Man With the Plan Always Follows The Plan!
13:00 – The True Value of Sell Disciplines
17:00 – This Week in the Markets – Trump Tariffs & Liberation Day
26:00 – Skin in the Game – Why Don Vandenbord Trades
29:00 – U.S. Bull & Bear Markets – From 1960’s to Modern Times
36:30 – Bloomberg Doesn’t Want You To Sell – Here’s Why
39:15 – Shorting Semiconductors – SOXX
46:30 – The Magnificent Seven, Plus A Little – Entering into FNGS

Show Links:

• Schwab’s Sonders: Mega-Caps could fall further, dragging down rest of stock market
• Gundlach predicts tumbling markets without D.C. spending cuts
• Fidelity, Schwab block orders of Money-Market ETFs
• You might spot Your Clients’ Dementia before anyone else
• With Trump tariffs, voters will gasp when they see their 401k balances: Valliere (NOT IF they have Revere!)

The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information contact us.

The post The Perils of the Poisonous Pie Chart | Your Money Podcast – Episode 541 appeared first on Revere Asset Management.



Can AI tell you what stock to trade? IBM says they might have the answer, but Team Revere isn’t so sure. The shop digs into crypto advisors and a recent (and mildly questionable) FINRA Advisor Poll before diving into the obesity drug sector, six IPO’s worth watching, and how AI services like Chat GPT are being used to move the markets in 2023.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, and Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – Crypto Advisors?!
7:00 – A Stock-Nerd FINRA Poll
24:00 – Mailbag: Investing in Obesity Drugs
32:00 – Mailbag: Chat GPT and AI Investments
45:00 – Six IPO’s Worth Watching
51:00 – This Week In the Markets

—

Show Links:

How Would Your Clients Score on FINRA’s Investor Quiz?
https://www.thinkadvisor.com/2023/01/25/how-would-your-clients-score-on-finras-investor-quiz

Is the Fed trying to wean markets off the monetary policy?
https://www.advisorpedia.com/markets/is-the-fed-trying-to-wean-markets-off-the-monetary-policy

Earnings Retreat ‘Imminent’ But Bear Market Ending Soon: Morgan Stanley’s Wilson
https://financialadvisoriq.com/c/3905794/506453/earnings_retreat_imminent_bear_market_ending_soon_morgan_stanley_wilson

Emerging Markets finally showing signs of life (but is it a trap?)
https://www.advisorpedia.com/active/emerging-markets-finally-showing-signs-of-life

NYSE Gets Wave of Sell Orders, Unleashing Stock-Market Chaos
https://www.thinkadvisor.com/2023/01/24/nyse-gets-wave-of-sell-orders-unleashing-stock-market-chaos

Vote: Would You Recommend Crypto or Other Digital Assets to a Client
https://financialadvisoriq.com/c/3904594/506453/would_recommend_crypto_other_digital_assets_client

‘Drafting Error’ Eliminated Catch-Up Contributions in Secure 2.0, Group Says
https://financialadvisoriq.com/c/3907524/503144/drafting_error_eliminated_catch_contributions_secure_group_says

Snowflake and AI Products
https://www.snowflake.com/trending/artificial-intelligence-products

Pure Storage and Snowflake Hybrid Cloud Solution

Pure Storage and Snowflake Hybrid Cloud Solution

—

To sign up for our FREE Daily Market Insight Video, 👉 https://revereasset.com/subscribe.

As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, reach out to any of us via email: Dan@RevereAsset.com, Don@RevereAsset.com, Michael@RevereAsset.com, or Ted@RevereAsset.com.

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to RevereAsset.com.

The post AI Stock Trades | Your Money Podcast – Episode 435 appeared first on Revere Asset Management.



Is Crypto Dead? Some advisors are thinking the whole sector may be going the way of the buffalo, but Danny’s not so sure. The shop talks High-Yield Bonds, digs into the Mailbag, and jump into Semiconductors before reviewing 5 leisure stocks you might want to avoid if you’re seeking stability in 2023.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, and Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – Is Crypto Dead?
3:00 – This Week In the News
9:00 – High-Yield Bonds
15:00 – Bonds on the Charts
20:30 – Listener Questions in the Revere Mailbag
40:00 – Semiconductor Stocks
45:00 – Celsius & Goldman-Sachs
53:00 – Eyeing the Housing Sector
01:00:00 – Stocks to Watch This Week

—

Show Links:

This could be the Ideal Bond Play in 2023
https://www.advisorpedia.com/fixed-income/this-could-be-ideal-bond-play-in-2023

Are 529 Plan-to-Roth IRA Rollover the New Backdoor Conversion?
https://www.thinkadvisor.com/2023/01/19/are-529-plan-rollovers-the-new-backdoor-roth

Financial Services Institute (lobbyist) fears DOL will force independent brokers to become advisors or retire
https://www.fa-mag.com/news/changes-to-employment-status-could-disrupt-advisor-independence-71593.html

Advisors’ Biggest Investment related concern in 2023
https://www.financialadvisoriq.com/c/3900374/503114/advisors_biggest_investment_related_concern

What is Wash Trading, the fraudulent practice that some experts account for 70% of transactions on crypto exchanges
https://markets.businessinsider.com/news/currencies/what-is-wash-trading-cryptocurrency-exchange-nber-fraud-crypto-2023-1

Schwab sends settlement checks to Robo-Advisor Clients
https://www.thinkadvisor.com/2023/01/17/schwab-sends-settlement-checks-to-robo-advisor-clients

Nouriel Roubini says literally 90% of crytp is a scam
https://finance.yahoo.com/nouriel-roubini-crypto-scam-144628068.html

FTX Toke jumps after new CEO says exchange could restart �
https://www.fa-mag.com/news/ftx-token-jumps-after-new-ceo-says-exchange-could-restart-71598.html

Just when you think Crypto has failed
https://www.advisorpedia.com/cryptocurrency/just-when-you-think-that-crypto-has-failed

Have a client with Crypto? What happens when they die?
https://www.financialadvisoriq.com/c/3899514/503114/have_client_with_crypto_what_happens_when_they

—

To sign up for our FREE Daily Market Insight Video, � https://revereasset.com/subscribe.

As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, reach out to any of us via email: Dan@RevereAsset.com, Don@RevereAsset.com, Michael@RevereAsset.com, or Ted@RevereAsset.com.

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to RevereAsset.com.

The post De-WORSE-ification? | Your Money Podcast – Episode 434 appeared first on Revere Asset Management.



What kind of market action are the experts predicting in 2023? The whole shop joins in on a special Friday the 13th-edition of Your Money to talk about annuity changes, the solar, medical, and real estate stocks you might want to keep an eye on, and whether or not the blockchain is actually the better mousetrap everybody claimed it was when crypto took off.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, and Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – Friday the 13th
6:30 – First, Annuities
14:30 – Predicting the New Year
29:00 – The Solar Stock Mailbag
38:00 – Analyzing the Medical Sector
44:00 – Explaining The Five E.M.A.
50:00 – This Week On the Charts
56:00 – REITs & Apparel
1:02:30 – Market Breath Indicators
1:14:00 – Stablecoin Problems, Blockchain Solutions

—

Show Links:

NYSE Net highs/lows
https://stockcharts.com/h-sc/ui

NASDAQ Net highs/lows:
https://stockcharts.com/h-sc/ui

NYSE % of stocks above 200-day:
https://www.barchart.com/stocks/quotes/$S5TH/interactive-chart

NASDAQ % of stocks above 200-day:
https://www.barchart.com/stocks/quotes/$NDTH/interactive-chart

Stage analysis:
https://screener.nextbigtrade.com/#/indexes

McClellan Summation:
https://stockcharts.com/h-sc/ui

What IF Target Date Funds Used Annuities – (I told you they are coming for YOUR MONEY!)
https://www.thinkadvisor.com/2023/01/10/what-if-target-date-funds-used-annuities

Variable Annuity replacements in FINRA crosshairs
https://www.fa-mag.com/news/variable-annuity-replacements-in-finra-s-crosshairs-71455.html

Gundlach expects big fall in inflation & interest rates
https://www.fa-mag.com/news/gundlach-expects-big-fall-in-inflation-and-interest-rates–calls-bonds-a-buy-71450.html

Gundlach’s 9 Market Predictions for 2023
https://www.thinkadvisor.com/2023/01/11/gundlachs-9-market-and-economic-predictions-for-2023

12 Market Wishes of 2023: Raymond James CIO Larry Adam (sadly most of the 12 from 2022 DIDN’T come true)
https://thinktank.financialadvisoriq.com/c/3876544

Look for Positive Market Surprises in 2023: Jeremy Siegel
https://www.thinkadvisor.com/2023/01/04/jeremy-siegel-look-for-positive-market-surprises-in-2023

Stocks risk -22% slump: Morgan Stanley Strategist Michael Wilson
https://www.thinkadvisor.com/2023/01/09/stocks-risk-22-slump-morgan-stanley

Goldman Sachs advises investors to go risk free in 2023 (what is risk free??)
https://www.fa-mag.com/news/goldman-sachs-advises-investors-to-go-risk-free-in-2023-71390.html

Are money markets & CDs a good investment now (answer: T-Bills vs CDs or anything with restrictions)
https://www.thinkadvisor.com/2023/01/03/are-money-markets-and-cds-a-good-investment-now-advisors-advice

—

To sign up for our FREE Daily Market Insight Video, 👉 https://revereasset.com/subscribe.

As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, reach out to any of us via email: Dan@RevereAsset.com, Don@RevereAsset.com, Michael@RevereAsset.com, or Ted@RevereAsset.com.

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to RevereAsset.com.

The post Leaders, Not Laggards | Your Money Podcast – Episode 433 appeared first on Revere Asset Management.



Disinflation?! The shop breaks in the new year with a close look at Dan Loeb’s comments on Cathie Woods’ ‘stonk hodler’ strategy, the Fed’s James Bullard’s plan to tackle inflation in 2023, and take a brief swing at TSLA’s bounce potential before diving into Blackrock’s new stablecoin partnership and 10 stocks that might be worth keeping an eye on in the new year.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – Disinflation?
2:00 – Loeb Aims at Cathie Wood
9:00 – Bullard’s Plan to Tackle Inflation
15:00 – TSLA Chases the Bottom
21:00 – January’s Texas Clause Rally
25:00 – Circle’s Blackrock Stablecoin Partnership
37:00 – This Week on the Charts
41:00 – 10 Stocks Worth Watching in 2023

—

Show Links:

Fed’s Bullard says 2023 on track to be a ‘disflationary year’
https://www.marketwatch.com/story/feds-bullard-says-2023-on-track-to-be-a-disinflationary-year-11672944774

Billionaire Loeb Blast Cathie Wood for ‘Stonk Hodlers’ Mentality’
https://www.fa-mag.com/news/billionaire-loeb-blasts-cathie-wood-for–stonk-hodlers–mentality-71234.html

BofA says buy stocks (almost), Morgan Stanley says sees further slide
https://financialadvisoriq.com/c/3880694/503823/says_stocks_almost_morgan_stanley_sees_further_slide

—

To sign up for our FREE Daily Market Insight Video, 👉 https://revereasset.com/subscribe.

As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, reach out to any of us via email: Dan@RevereAsset.com, Don@RevereAsset.com, Michael@RevereAsset.com, or Ted@RevereAsset.com.

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to RevereAsset.com.

The post Not De-inflation, DIS-inflation! | Your Money Podcast – Episode 432 appeared first on Revere Asset Management.



So goes January, so goes the year! The guys return from the Holiday to talk about where the markets are headed going into the new year, how the big firms’ big 2022 forecasts’ shaped up now that we’re near the end of the bell, and which five sector stocks might be worth watching in 2023.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Alex Koutoudis host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – New Year, New Danny
4:00 – Harry Dent’s Housing Prediction
8:00 – Government Math
18:30 – Reviewing 2022’s Market Forecast
28:30 – If Santa Claus Should Come to Call…
34:00 – What We’re Doing in the New Year
39:00 – Meet Connor Bates
47:00 – Five Sector Stocks Worth Watching
58:00 – Five Minutes on ENVX
1:06:00 – 10 Points Down in the S&P

—

Show Links:

10 Stock Market Predictions for 2023
https://www.thinkadvisor.com/2022/12/29/10-stock-market-predictions-for-2023

Earnings could dip could hit 2008 levels: Morgan Stanley’s Strategist Michael Wilson
https://financialadvisoriq.com/c/3867504/501823/morgan_stanley_wilson_earnings_could_levels

New Corporate buyback tax poised to take effect in 2023: What you need to know.
https://www.foxbusiness.com/politics/new-corporate-stock-buyback-tax-poised-take-effect-2023-what-know

Valuation Math Suggest Difficult Markets in 2023
https://www.advisorpedia.com/markets/valuation-math-suggests-difficult-markets-in-2023

Advisor Ross Gerber makes peace (LOL!!) with Musk after Twitter Spat
https://www.fa-mag.com/news/ross-gerber–elon-musk-discuss-tesla-in-twitter-spaces-71267.html

Crash of a Lifetime is Here: Sell Stocks Now: Harry Dent
https://www.thinkadvisor.com/2022/08/29/harry-dent-crash-of-a-lifetime-is-here-sell-stocks-now

Investing in the Collision of Two Energy Megatrends
https://www.advisorpedia.com/strategists/investing-in-the-collision-of-two-energy-megatrends

A New Group of Super Stocks is Emerging
https://www.advisorpedia.com/strategists/a-new-group-of-super-stocks-is-emerging

Just 1% of the Bond Investors Dodged Mistakes that Sank Rivals
https://www.fa-mag.com/news/just-1–of-bond-investors-dodged-mistakes-that-sank-rivals-71240.html

Are 60/40 Portfolios set to outperform over the next decade
https://www.advisorpedia.com/strategists/6040-portfolio-set-to-outperform-over-the-next-decade

—

To sign up for our FREE Daily Market Insight Video, 👉 https://revereasset.com/subscribe.

As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, reach out to any of us via email: Dan@RevereAsset.com, Don@RevereAsset.com, Michael@RevereAsset.com, or Ted@RevereAsset.com.

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to RevereAsset.com.

The post The New Year Market Bell | Your Money Podcast – Episode 431 appeared first on Revere Asset Management.



Ho Ho Ho! Texas Clause flies into the studio for a Very Merry Holiday episode of Your Money as the shop revisits Sam Bankman-Fried’s fraudulent situation, takes a hard look at the Biotech sector, and dips into the Revere Asset mailbag before inviting friend of the show Alex Koutoudis back on the air to talk about a medical sector stock you won’t want to miss this Christmas.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Alex Koutoudis host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – Texas Clause Rides Again
3:00 – A Postmarked Apology & 100-Day Confirmations
7:00 – Shop Policies on the Charts
14:00 – Charting Tesla’s German Gigafactory
23:30 – Scam Bankman-Fraud: A Holiday Update
26:00 – Edward Jones’ 2023 Policy Check
29:30 – Earnings, Not Inflation, Pose the Biggest Threat to Stocks
37:00 – Sector Analysis – Biotech
43:00 – Alex the Greek’s Transmedic’s Tale
50:00 – Merry Christmas from Your Money!

—

Show Links:

SEC to Vote on Sweeping Changes to Market Structure
https://financialadvisoriq.com/c/3853794/497544/vote_sweeping_changes_market_structure

Here are the Wildest Parts from the Bankman-Fried’s SEC Allegations
https://www.thinkadvisor.com/2022/12/13/here-are-the-wildest-parts-from-bankman-frieds-sec-allegations

Edward Jones Gets Personal with New Managed Accounts Option
https://financialadvisoriq.com/c/3860644/497554/edward_jones_gets_personal_with_managed_account_options

Earnings, not inflation or rates, pose bigger threat to stocks: Morgan Stanley’s Wilson
https://financialadvisoriq.com/c/3859794/497554/earnings_inflation_rates_pose_biggest_threat_stocks_morgan_stanley_wilson_says

7 Themes for Stock Investing in 2023: John Buckingham
https://www.thinkadvisor.com/2022/12/14/7-themes-for-stock-investing-in-2023-john-buckingham

—

To sign up for our FREE Daily Market Insight Video, 👉 https://revereasset.com/subscribe.

As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, reach out to any of us via email: Dan@RevereAsset.com, Don@RevereAsset.com, Michael@RevereAsset.com, or Ted@RevereAsset.com.

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to RevereAsset.com.

The post Texas Clause Rides Again | Your Money Podcast – Episode 430 appeared first on Revere Asset Management.



Is a Recession merely months away? Jeffrey Gundlach certainly thinks so. The shop digs into the Bond King’s comments on where inflation’s headed before diving into non-traded REIT’s, explaining the DOW 30, and the two sectors you want to AVOID this holiday season for better entries into Energy and Finance.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – Rounding Up the Week
5:00 – Scam Bankman-Fraud
6:30 – The Real Estate Canary
10:00 – Blackrock Investors
16:30 – Gundlach: ‘The Recession Could be Months Away’
25:00 – A Fink-Centric Response
30:00 – Avoiding the Energy Sector (For Now)
37:00 – Explaining the DOW 30
40:00 – A Finance-Sector Conundrum
44:00 – This Week On the Charts
50:00 – The Bank-Weakness Bellwether

—

Show Links:

U.S. Recession could be just months away – Jeffrey Gundlach
https://www.fa-mag.com/news/gundlach-says-interest-rates-are-peaking–recession-is-near–inflation-falling-70981.html

10 of Jeffrey Gundlach’s Economic, Market Predictions for 2023
https://www.thinkadvisor.com/2022/12/07/10-of-jeffrey-gundlachs-economic-market-predictions-for-2023

Non-Retired Investors ‘Terrified’ About Financial Future
https://financialadvisoriq.com/c/3850314/495284/retired_investors_terrified_about_financial_future_survey

Vanguard Quits Net-Zero Climate Group, Marking Biggest Defection Yet
www.thinkadvisor.com/2022/12/07/vanguard-quits-net-zero-climate-group-marking-biggest-defection-yet

Blackstone & Starwood Redemption Limits Roil Private REIT Market as Investors Seek Liquidity
https://www.fa-mag.com/news/blackstone–starwood-limit-redemptions-as-investors-seek-liquidity-70935.html

Senate Bill would ease registered index-linked annuity creation
https://www.fa-mag.com/news/senate-bill-would-ease-registered-index-linked-annuity-creation-70992.html

SEC to Propose New Regulation Best Execution
https://www.thinkadvisor.com/2022/12/07/sec-to-propose-new-regulation-best-execution

Is China losing it “Factory to the World” Crown to India
https://www.advisorpedia.com/markets/is-china-losing-its-factory-of-the-world-crown-to-india

Big Job Cuts in the Financial Sector may just be getting started
https://www.thinkadvisor.com/2022/12/08/big-job-cuts-in-financial-services-may-just-be-getting-started

—

To sign up for our FREE Daily Market Insight Video, 👉 https://revereasset.com/subscribe.

As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, reach out to any of us via email: Dan@RevereAsset.com, Don@RevereAsset.com, Michael@RevereAsset.com, or Ted@RevereAsset.com.

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to RevereAsset.com

The post Recession Rally | Your Money Podcast – Episode 429 appeared first on Revere Asset Management.



Why does everybody get so worn out by Bear markets? The shop returns from the Holiday to talk about Blackrock CEO Larry Fink’s lobbying in Washington,why Vanguard is a cheap way to lose money fast (according to Don), and how you can handle the ups and downs of a volatile market with a key William O’Neal Strategy before diving into Silver, Gold, and the true value of the 200-day Moving Average.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – Hope For the Holidays & A Lump of Jobs Coal
3:15 – Blackrock’s Fink: Most Crypto Firms Will Fold
7:45 – Vanguard: A Cheap Way to Lose Money Fast
10:00 – Bear Markets Wear Everybody Out
17:30 – Handling the Chop with a William O’Neal Strategy
28:00 – Four Revere Criteria for Evaluating Stock Moves
30:00 – Silver & Gold: A Study
37:00 – Explaining the 200-Day Moving Average

—

Show Links:

Bear Market to Last into 2023: Goldman Sachs
https://www.thinkadvisor.com/2022/11/21/bear-market-to-last-in-2023-goldman-sachs

7 Rules to Navigate the Final Leg of a Bearish Market
https://www.advisorpedia.com/strategists/7-rules-to-navigate-the-final-leg-of-a-bearish-market

9 Reasons this Popular Trust Isn’t Just for the Super-Wealthy
https://www.thinkadvisor.com/2022/11/16/9-reasons-this-popular-trust-isnt-just-for-the-super-wealthy

Senators to Fidelity: Reconsider Bitcoin in 401ks in Light of FTX Collapse
https://financialadvisoriq.com/c/3834014/492324/senators_fidelity_reconsider_bitcoin_light_collapse

Majority of Bitcoin Investors Lost Money, Data Suggest
https://financialadvisoriq.com/c/3832604/492324/majority_retail_bitcoin_investors_lost_money_data_suggests

Blackrock’s Fink: Most Crypto Firms Will Fold
https://www.thinkadvisor.com/2022/11/30/blackrocks-fink-most-crypto-firms-will-fold

Should the DOL Limit Annuity Sales Commissions
https://www.thinkadvisor.com/2022/11/23/should-the-dol-limit-annuity-sales-commissions

401k Plans are coming for Your (Money) Rollovers
https://www.thinkadvisor.com/2022/12/01/401k-plans-are-coming-for-your-rollovers

—

To sign up for our FREE Daily Market Insight Video, � https://revereasset.com/subscribe.

As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, reach out to any of us via email: Dan@RevereAsset.com, Don@RevereAsset.com, Michael@RevereAsset.com, or Ted@RevereAsset.com.

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to RevereAsset.com

The post Hope For the Holidays | Your Money Podcast – Episode 428 appeared first on Revere Asset Management.



It’s nearly time to carve the turkey this season – but how’s your portfolio looking? The shop digs into a little global debt history and Triffin’s paradox before diving into solar’s leading market sector and how the global energy markets are moving around the Russia-Ukraine debacle.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – King George (Strait)
3:00 – Scam Bankman-Fraud
7:00 – Living/Loving Will
10:00 – A Little Debt History
23:00 – Triffin’s Paradox
33:00 – Carving the Chart Turkey
42:00 – Solar’s Leading Market Sector
49:00 – Global Energy Management

—

Show Links:

Our Currency, the World’s Problem, Part 1
https://www.advisorpedia.com/markets/our-currency-the-worlds-problem-part-1

FTX Founder ‘Secretly’ Moved 10Bn to Trading Firm, 1Bn Missing
https://financialadvisoriq.com/c/3823584/496113/founder_secretly_moved_trading_firm_missing_reports

BofA, JPMorgan, Wells listed in FTX Bankruptcy Documents
https://financialadvisoriq.com/printIssue/492304

Crypto Broker Suspend Withdrawals, Blames FTX Collapse
https://financialadvisoriq.com/c/3828604/492294/crypto_broker_suspends_withdrawals_blames_collapse

LPL to Advisors: “Sell us your small accounts & focus on growth”
https://financialadvisoriq.com/c/3827964/496113/advisors_sell_your_small_accounts_focus_growth

Merrill Lynch to raise grid theesholds for advisors
https://financialadvisoriq.com/printIssue/496113

Inflation Creates Major 4-Year Roth IRA Conversion Opportunity
https://www.thinkadvisor.com/2022/11/17/ed-slott-inflation-has-created-an-unprecedented-4-year-roth-conversion-opportunity

—

To sign up for our FREE Daily Market Insight Video, 👉 https://revereasset.com/subscribe.

As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, reach out to any of us via email: Dan@RevereAsset.com, Don@RevereAsset.com, Michael@RevereAsset.com, or Ted@RevereAsset.com.

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to RevereAsset.com.

The post Carving the Chart Turkey | Your Money Podcast – Episode 427 appeared first on Revere Asset Management.



What a difference a day makes! The shop reviews this week’s crypto crash and the meaning behind ‘not your keys, not your cheese’ before diving into gift & estate tax changes, bond opportunities, and the ten risks that could sink the market next year.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – Intro
2:00 – Ten Risks that Could Sink the Market Next Year
5:00 – Late-Arrival Bond Opportunities
8:00 – Sequence of Returns
13:30 – Gift & Estate Tax Changes
15:30 – Wash Rules & Loss Harvesting
18:00 – Explaining the FTX Crypto Crash
28:00 – Not Your Keys, Not Your Cheese
33:00 – Leveraging Damage
40:00 – Self-Control Stop Limits
42:00 – Mailbag: Talking Transparency
50:00 – Two Questions for Any Advisor

—

Show Links:

7 Things Near-Retirees Need to Know About Sequence of Returns Risk
https://www.thinkadvisor.com/2022/10/20/jeffrey-levine-7-things-to-know-about-sequence-of-returns-risk

10 Risks that could Crash the Global Economy in 2023
https://www.thinkadvisor.com/2022/11/08/10-risks-that-could-crash-the-global-economy-in-2023

The Fed’s Silver Lining for Retirement Portfolios
https://www.thinkadvisor.com/2022/11/03/the-feds-silver-lining-for-retirement-portfolios

Tax Loss Harvesting is Easier with ETFs, but Beware of the Wash Sale Rule
https://www.thinkadvisor.com/2022/11/04/tax-loss-harvesting-is-easier-with-etfs-but-beware-the-wash-sale-rule

IRS Expands 401k Tax-Favored Approval Proceeds to 403(b)s
https://www.thinkadvisor.com/2022/11/07/irs-expands-401k-tax-favored-approval-process-to-403bs

IRS Raises Gifts, Estate Exemptions for 2023
https://financialadvisoriq.com/c/3815964/490384/raises_gift_estate_exemptions

U.S. Supreme Court considers restraining regulators’ powers – Financial Times
https://www.ft.com/content/6eec281c-0201-4576-b1a1-919bd8100e58

—

To sign up for our FREE Daily Market Insight Video, 👉 https://revereasset.com/subscribe.

As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, reach out to any of us via email: Dan@RevereAsset.com, Don@RevereAsset.com, Michael@RevereAsset.com, or Ted@RevereAsset.com.

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to RevereAsset.com

The post Not Your Keys, Not Your Cheese | Your Money Podcast – Episode 426 appeared first on Revere Asset Management.



Heads or Tails, folks? Who’s betting on red? When you work with a Pie Chart Advisor™ like Edward Jones or Fidelity, it’s all a big game of chance!

The shop digs into why all the big-name shops are hell-bent on putting you into downtrending sectors (at great cost to you!) and why you can’t manage what you can’t measure before diving into the gold & silver markets, China’s secret NVIDIA stock, and how Revere is shorting differently to make profits where other shops aren’t in this bear market.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

Key Moments from the Show

00:00 – Opening Bell
04:45 – Mailbag: Why Revere Isn’t Like Other Advisors
12:30 – I INSTANTLY Became Profitable When I Realized THIS
19:45 – This Week in the Markets
28:00 – If NVIDIA Goes, We ALL Go
30:00 – Gold, Silver, and the Metal Markets
39:00 – Inside China’s NVIDIA Stock – BABA, KWEB, FUTU, FXI
48:45 – How Revere Is Shorting Differently
59:00 – A Solution to Heavy Cap Market Weighting

Show Links:

• Blackrock adds Private Equity Credit Funds to Model Portfolios (PieChartsRUs TM)
• Edward Jones cancels incentive for transferring accounts to women, minorities
• Trump Advisor calls to end Muni Tax Break
• Your Retirement Portfolio Is Like Kindling. Trump Just Lit a Match
• Robinhood wants to be your Cllients’ Wealth Manager for $250

The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information contact us.

The post I INSTANTLY Became Profitable When I Realized THIS | Your Money Podcast – Episode 540 appeared first on Revere Asset Management.



Did you know bonds have sold off more than the S&P this year? Dan thinks a rally might be on the way while the shop digs into bonds, I Bonds, and whether ‘to Bond or not to Bond’ in this week’s bond-centric episode of Your Money.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – Intro
1:30 – “Better Than Expected”
4:00 – To Bond or Not to Bond
10:00 – Bonds On The Charts
16:00 – Getting It All Back in Bond ETF’s
22:30 – How Bonds Work
28:00 – Bottom-Feeders In the Bear Market
31:30 – The Fed Makes Moves
40:00 – Is It Too Late for I Bonds?
44:00 – Recouping Losses in Today’s Market
53:00 – The 5 Biggest Holdings in IBB
1:01:00 – How Do You Get Back In?

—

Show Links:

Federal Reserve Board FOMC Minutes & Statement Release
https://www.federalreserve.gov/newsevents/pressreleases/monetary20221102a.htm

The Treasury (Bond) Market is the Fed’s Next Crisis
https://www.advisorpedia.com/markets/the-treasury-market-is-the-feds-next-crisis

Market Collapse Raises Stakes for Active Equity Investors
https://www.advisorpedia.com/strategists/market-collapse-raises-stakes-for-active-equity-investors

Treasury Sold More IBonds in October than All of 2021
https://www.thinkadvisor.com/2022/10/31/treasury-sold-more-i-bonds-in-october-than-all-of-2021

—

To sign up for our FREE Daily Market Insight Video, 👉 https://revereasset.com/subscribe.

As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, reach out to any of us via email: Dan@RevereAsset.com, Don@RevereAsset.com, Michael@RevereAsset.com, or Ted@RevereAsset.com.

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to RevereAsset.com

The post To Bond or Not to Bond | Your Money Podcast – Episode 425 appeared first on Revere Asset Management.



Spooked by your losses? You’re not alone! The shop sits down to talk about capital gains, wash sales, and the 13 Scariest Days in Stock Market History before diving into Real Estate Investment Trusts and the Trading Rules of Larry Hite.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – Taxes, Taxes, Taxes
3:30 – Asking About Capital Gains
7:30 – “It’s Not a Loss Until You Sell It”
10:30 – It’s All a Wash (Sale)
21:00 – Food for Thinking
27:00 – A Concrete Wash Sale Example
34:00 – Child-Rearing Bond Practices
36:30 – 401k Increases
39:00 – 13 Scariest Days in the Market
44:30 – A Revere Asset Overview
56:00 – Bonds Are Traded in Increments
1:02:00 – Sector Analysis: Real Estate Investment Trusts
1:11:30 – Larry Hite’s Rules

—

Show Links:

13 Scariest Days in the U.S. Stock Market Since 1928
https://www.thinkadvisor.com/2022/10/24/the-13-scariest-days-in-the-u-s-stock-market

IRS Increases 401k Limit by Record Amount as Inflation Surges
https://www.fa-mag.com/news/irs-increases-401-k–limit-by-record-amount-as-inflation-surges-70258.html

Are 401ks Enough
https://www.thinkadvisor.com/2022/10/21/are-401ks-enough-ghilarducci-and-biggs-debate-future-of-retirement

Long Bonds, How to connect with clients’ children – how about not losing money
https://financialadvisoriq.com/c/3796204/491243/long_term_bonds_connect_with_clients_children

—

To sign up for our FREE Daily Market Insight Video, 👉 https://revereasset.com/subscribe.

As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, reach out to any of us via email: Dan@RevereAsset.com, Don@RevereAsset.com, Michael@RevereAsset.com, or Ted@RevereAsset.com.

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to RevereAsset.com

The post The Scariest Days in the Stock Market | Your Money Podcast – Episode 424 appeared first on Revere Asset Management.



Is the Fed on track to make a smooth landing? Danny thinks they’ve been dovish, but the charts don’t seem so sure. The shop talks federal jawboning, revisits making money in the natural gas sector, and spooked investors before diving into Stan Weinstein’s 4-Stage Analysis for making moves in the markets.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – Introduction
3:00 – Federal Jawboning
5:30 – A Dead Cat Bounce
8:00 – The Wall Street Journal Dip
13:00 – On the Charts
20:00 – If the VIX Gets Below 24…
23:00 – A Character Change on the Dollar
24:30 – Revisiting Natural Gas
34:00 – Scared of K-1’s?
38:00 – Stan Weinstein’s Stage Analysis
45:00 – Stage Analysis On The Charts
53:00 – Holding the 21-Day Moving Average

—

Show Links:

Fed set to raise rates by .75 Point and Debate the Size of Future Hikes – WSJ (subscription required)
https://www.wsj.com/articles/fed-set-to-raise-rates-by-0-75-point-and-debate-size-of-future-hikes-11666356757

Point of no return: crunch time as China tries to fend off property crash: Chinese economy – The Guardian
https://www.theguardian.com/business/2022/aug/28/crunch-time-china-tries-to-fend-off-property-crash-global-economy

Will Fidelity Steal Advisor’s Rollover Lunch
https://www.thinkadvisor.com/2022/10/14/will-fidelity-steal-advisors-rollover-lunch

‘Cookie Cutter’ BlackRock TDF Suits Should Be Tossed: Retirement Groups
https://www.thinkadvisor.com/2022/10/18/cookie-cutter-blackrock-tdf-suits-should-be-tossed-retirement-groups

IRS Announces Tax Inflation Adjustments for 2023
https://www.thinkadvisor.com/2022/10/18/irs-announces-tax-inflation-adjustments-for-2023

—

To sign up for our FREE Daily Market Insight Video, 👉 https://revereasset.com/subscribe.

As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, reach out to any of us via email: Dan@RevereAsset.com, Don@RevereAsset.com, Michael@RevereAsset.com, or Ted@RevereAsset.com.

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to RevereAsset.com

The post Evaluating the Dollar | Your Money Podcast – Episode 423 appeared first on Revere Asset Management.



Are your retirement funds really YOUR money? The guys talk big-box 401k partnerships and walking the fear-of-missing-out/fear-of-going-lower tightrope before digging into last week’s missed sector – coal – and the stocks you’ll want to keep an eye on to take advantage in 2024.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – Introduction
3:30 – Fidelity & Vanguard’s 401k Fallout
8:00 – Hitting the Heave Point
12:00 – Balancing FOMO and FOGL
15:30 – Grotection Tactics
23:00 – Sector Analysis: Coal
34:00 – Coal on the Charts
45:00 – Crosschecking the Stocks
56:00 – Price is Truth

—

Show Links:

Fidelity, Vanguard & Others Team Up to Fight 401k Cash-Outs – because they think It’s Their Money, NOT Your Money �
https://www.thinkadvisor.com/2022/10/05/fidelity-vanguard-and-others-team-up-to-fight-401k-cash-outs

4% Rule is Based on Faulty Assumptions, New Paper Argues – or maybe the compounding/return is bad??
https://www.thinkadvisor.com/2022/10/04/4-rule-is-based-on-faulty-assumptions-new-paper-argues

Gary Shilling: Bear Market won’t leave till Investors Heave (Until Investors reach their Puke Point?!
https://www.thinkadvisor.com/2022/10/10/gary-shilling-bear-market-wont-leave-till-investors-heave

Ark’s Kathie Wood: Fed’s moves could lead to “deflationary bust” – Certainly has with her already
https://financialadvisoriq.com/c/3783674/489283/cathie_wood_moves_could_lead_deflationary_bust

The Ugly Truth that Broke the Economy: Josh Brown
https://www.thinkadvisor.com/2022/10/03/the-ugly-economic-truth-we-cant-unsee-josh-brown

IMF Predicts Protracted Downturn, Extreme Poverty – Dallas Express News
https://dallasexpress.com/imf-predicts-protracted-downturn-extreme-poverty

IRS’ New RMD Guidance brings relief to IRA Beneficiaries (Beneficiary or Inherited IRAs)
https://www.thinkadvisor.com/2022/10/10/irs-new-rmd-guidance-brings-relief-to-planners-and-ira-beneficiaries-for-now

Social Security COLA for 2023 Set at 8.7%
https://www.thinkadvisor.com/2022/10/13/social-security-cola-for-2023-estimated-at-xx

Increased COLA Could Mean Higher Taxes – may need to adjust a few things!
https://www.thinkadvisor.com/2022/10/13/biggest-social-security-cola-in-decades-could-push-retirees-over-a-tax-cliff

iBond Yields are set to Drop next month
https://www.fa-mag.com/news/i-bond-yields-are-set-to-drop-next-month-70140.html

Coal prices and outlook – U.S. EIA
https://www.eia.gov/energyexplained/coal/prices-and-outlook.php

Global coal demand is set to return to its all-time high in 2022 – IEA
https://www.iea.org/news/global-coal-demand-is-set-to-return-to-its-all-time-high-in-2022

Measure Twice: Sizing Europe’s Natural Gas Crisis
https://doomberg.substack.com/p/measure-twice-sizing-europes-natural

A Lump of Oil – Doomberg
https://doomberg.substack.com/p/a-lump-of-oil

—

To sign up for our FREE Daily Market Insight Video, � https://revereasset.com/subscribe.

As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, reach out to any of us via email: Dan@RevereAsset.com, Don@RevereAsset.com, Michael@RevereAsset.com, or Ted@RevereAsset.com.

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to RevereAsset.com

The post Old King Coal | Your Money Podcast – Episode 422 appeared first on Revere Asset Management.



Heard from your Advisor lately? The guys dig into the new emerging trend of national firms trying to minimize client anxiety, review annual or ‘end of year’ planning priorities, and take a moment to review the hazards of learned helplessness before diving into a day in the life of Ted Zhang.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – Introduction
2:00 – Monogrammed Shirts
7:00 – 11 Year-End Planning Priorities
9:30 – Target-Date Funds
14:30 – Loss Harvesting
19:00 – 5 Steps for Minimizing Client Anxiety
27:00 – The Backfire Effect
33:30 – Correspondence from England
39:00 – Fear of Going Lower
44:00 – A Day In the Life of Ted Zhang
50:00 – Limiting Long-Term Losses
59:30 – Wrapping Up

—

Show Links:

Follow These 5 Steps to Minimize Client Anxiety
https://www.thinkadvisor.com/2022/10/06/follow-these-5-steps-to-minimize-client-anxiety-orions-daniel-crosby

The Fund that Helped Investors Bet Against Cathie Wood is Taking On Jim Cramer – The Contra Cramer Fund! (it’s about time)
https://www.fa-mag.com/news/the-fund-that-helped-investors-bet-against-cathie-wood-is-taking-on-jim-cramer-70026.html

Planning for a Special-Needs Beneficiary: How to Avoid Missteps
https://financialadvisoriq.com/c/3771024/487154/planning_special_needs_beneficiary_avoid_missteps

11 Year-End Planning Priorities to Discuss with Your Clients
https://www.thinkadvisor.com/2022/10/06/11-year-end-planning-priorities-to-discuss-with-your-clients

Coal prices and outlook – U.S. EIA
https://www.eia.gov/energyexplained/coal/prices-and-outlook.php

Global coal demand is set to return to its all-time high in 2022 – IEA
https://www.iea.org/news/global-coal-demand-is-set-to-return-to-its-all-time-high-in-2022

Measure Twice: Sizing Europe’s Natural Gas Crisis
https://doomberg.substack.com/p/measure-twice-sizing-europes-natural

A Lump of Oil – Doomberg
https://doomberg.substack.com/p/a-lump-of-oil

—

To sign up for our FREE Daily Market Insight Video, 👉 https://revereasset.com/subscribe.

As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, reach out to any of us via email: Dan@RevereAsset.com, Don@RevereAsset.com, Michael@RevereAsset.com, or Ted@RevereAsset.com.

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to RevereAsset.com

The post Learned Helplessness-ness | Your Money Podcast – Episode 421 appeared first on Revere Asset Management.



Is it too late to sell? Danny returns to the studio this week to talk about the problem with bleeding portfolios and advisors that claim to be YOUR fiduciary before diving into a chart-centric market analysis and the bullish stocks everybody should have on their watchlist as the S&P dips into its third leg down.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Michael Ramos, and Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – Is it too late to sell?
8:00 – But the Markets Can’t Go Any Lower… Right?
16:00 – Hypothetical Pie-in-the-Sky Charts
25:00 – Price is a Leading Indicator
29:30 – Analyzing the Healthcare Technology Sector
40:00 – How Many Bullish Stocks Are On Your Watchlist?
50:00 – Wrapping Up

—

Show Links:

Goldman slashes equities to underweight, Blackrock says “shun most stocks.” (Thanks for the heads up in the rearview mirror) – AdvisorIQ
https://financialadvisoriq.com/c/3764514/481714/goldman_slashes_equities_underweight_blackrock_says_shun_most_stocks

The SEC will not Ban Payment for Order Flow – AdvisorIQ
https://financialadvisoriq.com/c/3761034/484704/will_payment_order_flow_reports

Debt & Why the Fed is Trapped – Advisorpedia
https://www.advisorpedia.com/markets/debt-why-the-fed-is-trapped

NHE Fact Sheet – CMS
https://www.cms.gov/Research-Statistics-Data-and-Systems/Statistics-Trends-and-Reports/NationalHealthExpendData/NHE-Fact-Sheet

Overall Inflation has not yet flowed to the health sector – Peterson-KFF
https://www.healthsystemtracker.org/brief/overall-inflation-has-not-yet-flowed-through-to-the-health-sector/

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Why Privia

Driving Breakthrough Clinical & Administrative Results
https://mymail.mindshiftonline.com/owa/#path=/mail/inbox:~:text=https%3A//www.evolenthealth.com/

—

To sign up for our FREE Daily Market Insight Video, 👉 https://revereasset.com/subscribe.

As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, reach out to any of us via email: Dan@RevereAsset.com, Don@RevereAsset.com, Michael@RevereAsset.com, or Ted@RevereAsset.com.

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to RevereAsset.com

The post Is It Too Late to Sell? | Your Money Podcast – Episode 420 appeared first on Revere Asset Management.



Hey, who let these trolls in here? Don steps in for Danny this week as the shop talks levee vs bessemer trust, the problem with strip-mall advisors telling you to ‘have at it!’, and the great fertilizer shortage before diving into inverse single-stock etf’s and of course, feeding the trolls.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, and Michael Ramos host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – It’s Don’s World Now
4:00 – Feeding the Trolls
11:00 – Levee VS Bessemer Trust
20:30 – “Have At It!”
26:30 – The Great Fertilizer Shortage
38:00 – Inverse Single-Stock ETF’s
53:00 – Don’s Revere Asset Market Report
56:00 – Wrapping Up

—

To sign up for our FREE Daily Market Insight Video, 👉 https://revereasset.com/subscribe.

As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, reach out to any of us via email: Dan@RevereAsset.com, Don@RevereAsset.com, or Michael@RevereAsset.com.

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to RevereAsset.com

The post Inverse Single-Stock ETF’s | Your Money Podcast – Episode 419 appeared first on Revere Asset Management.



Have you gotten defensive yet? If not, why not? The shop digs into indexed annuities, the oncoming dip in pension plans, and review the four rules that advisors are avoiding before diving into Cathie Woods dipping portfolio and the value of a strong sell discipline in today’s bear market.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, and Michael Ramos host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – The Market is Getting HAMMERED
4:15 – Averaging Indexed Annuities
10:30 – Four Rules Advisors are Abandoning
20:00 – Pension Plan Inflation
29:30 – Averaging Down the 50/80 Rule
36:00 – Dad’s Behavioral Finance
41:00 – Everyone’s A Genius in a Bull Market
46:30 – Investigating Cathie Woods Portfolio
56:00 – Losses Are Part of The Game
1:00:00 – The Coinbase/Google Lesson
1:12:00 – Don’s Revere Asset Market Report
1:23:00 – Wrapping Up

–

Show Links:

‘Every month I express my concerns to my advisor, but he says not to worry’ My 401k has lost over 20% and I can’t afford to lose that kind of money. Is it time to find a new advisor?
– https://finance.yahoo.com/m/f2e1b603-347b-33d6-afa0-00297318ec35/%E2%80%98every-month-i-express-my.html

Four Financial Planning ‘Rules’ That Advisors Need to Abandon
– https://www.fa-mag.com/news/four-financial-planning–rules–that-advisors-need-to-abandon-69655.html

How to Invest: Don’t Average Down and Toss Money Away
– https://www.investors.com/how-to-invest/investors-corner/never-add-money-to-losing-trade/

Cisco Beats Street Aug 2000 (why you don’t avg down or listen to pundits)
– https://money.cnn.com/2000/08/08/technology/earns_cisco/index.htm

Will Innovation beat consolidation in the RIA Space?
– https://www.thinkadvisor.com/2022/09/12/will-innovation-beat-consolidation-in-the-ria-space/

Pros & Cons of Cash: Are Annuities a Better Strategy
– https://thinktank.financialadvisoriq.com/c/3739864

Advisors Cast a Wary Eye on 401k Annuitization
– https://www.thinkadvisor.com/2022/09/12/advisors-cast-wary-eye-on-annuities-in-401ks

Senators Release Final Text of EARN Act Retirement Bill
-https://www.thinkadvisor.com/2022/09/08/senators-release-final-text-of-earn-act-retirement-bill

Social Security COLA for 2023 Estimates at 8.7%
– https://www.thinkadvisor.com/2022/09/13/social-security-cola-for-2023-estimated-at-8-7

2023 Social Security Estimates Drops to 8.7%
– https://www.fa-mag.com/news/2023-social-security-cola-estimate-drops-to–8-7-69653.html

A Data Dependent Fed and the Future of Monetary Policy
– https://thinktank.financialadvisoriq.com/c/3739584/482984

—

To sign up for our FREE Daily Market Insight Video, 👉 https://revereasset.com/subscribe.

As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, reach out to any of us via email: Dan@RevereAsset.com, Don@RevereAsset.com, or Michael@RevereAsset.com.

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to RevereAsset.com

The post Cathie Woods Bear Market | Your Money Podcast – Episode 418 appeared first on Revere Asset Management.



Are stocks cheap? Jeremy Siegel, Gary Shilling, and CNBC think they’ve got the answer, but Danny’s not so sure. The shop digs into SEC Registration, the state of the Recession (and whether or not it actually exists) and introduce new Revere Research Analyst Ted Zhang to the show before diving into Nuclear Energy amid California’s recent all-electric craze.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, and Michael Ramos host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – We’re SEC Registered!
5:00 – Ethical Cherrypicking
8:00 – Are Stocks Cheap?
14:00 – Don on the Charts
20:00 – Meet Ted Zhang, Analyst
26:00 – Don’s Fantasy Football League
33:00 – Sector Analysis – Uranium
44:00 – Green Energy Conundrums
52:00 – Don’s Fab 40 and the 21/21
1:03:00 – Wrapping Up

–

Show Links:

Jeremy Siegel to Long-Term Investors: Buy Stocks Now
– https://www.thinkadvisor.com/2022/09/07/jeremy-siegel-to-long-term-investors-buy-stocks-now/

Wall Street is in Denial Over the Economy – Gary Shilling
– https://www.fa-mag.com/news/wall-street-is-in-denial-over-the-economy-69521.html?section=43&utm_source=FA+Subscribers&utm_campaign=da30086652-FAN_IP_Next_Chapter_Parnassus_050422_COPY_01&utm_medium=email&utm_term=0_6bebc79291-da30086652-236845685

The 60/40 Strategy (Balanced Funds) on pace for its worst year since 1936: BofA
– https://www.msn.com/en-us/money/markets/the-60-40-strategy-is-on-pace-for-its-worst-year-since-1936-bofa/ar-AA11vT4K?ocid=msedgntp&cvid=4ad55eef990e4384b7eff077c9733d45

The First Small Modular Nuclear Reactor was just approved by US Regulators
– https://singularityhub.com/2022/08/05/the-first-small-modular-nuclear-reactor-design-was-just-approved-by-us-regulators/

Nuclear experts, small modular reactor makers take issue with Stanford Study
– https://www.postregister.com/news/inl/nuclear-experts-small-modular-reactor-makers-take-issue-with-stanford-study/article_4df63694-2a34-5403-b995-27abd0472f5a.amp.html

Nuclear Power is Hated – But the World Needs it To Fight Climate Change
– https://www.marketwatch.com/story/nuclear-power-is-hated-but-the-world-needs-it-to-help-limit-climate-change-2018-07-12

California lawmakers extend the life of the state’s last nuclear power plant
– https://www.npr.org/2022/09/01/1119778975/california-lawmakers-extend-the-life-of-the-states-last-nuclear-power-plant

Had they bet of Nuclear, Not Renewables, Germany & California would already have 100% Clean Power
– https://www.forbes.com/sites/michaelshellenberger/2018/09/11/had-they-bet-on-nuclear-not-renewables-germany-california-would-already-have-100-clean-power/amp/

Record heat wave puts California in fossil fuel conundrum
– https://apnews.com/article/technology-california-sacramento-gavin-newsom-power-outages-0c520b790860fac7326cfdcdb4d3a785

—

To sign up for our FREE Daily Market Insight Video, � https://revereasset.com/subscribe.

As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, reach out to any of us via email: Dan@RevereAsset.com, Don@RevereAsset.com, or Michael@RevereAsset.com.

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to RevereAsset.com

The post Radioactive Nuclear Stocks | Your Money Podcast – Episode 417 appeared first on Revere Asset Management.



Legendary Investor Jeremy Grantham says a ‘Superbubble’ is fast approaching – so what does that mean for Your Money? The shop digs into a new prevailing theory behind what might be the next recession, opens up the Revere Asset Mailbag to talk entry techniques and Investor Business Daily’s recent under-performances, and reveals why Elon Musk says processing Lithium is a license to print money.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, and Michael Ramos host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – A Thoughtful Introduction
2:00 – The SCC’s New Gift Policies
5:00 – Here’s to 7 Years, Don!
8:30 – Soft-Dollar Sponsorships
13:00 – Jeremy Grantham’s Oncoming Superbubble
22:00 – A Plan for the Upside, A Plan for the Downside
24:00 – Entry Techniques – Revere Asset Mailbag
32:30 – IBD’s Underper-formance – Revere Asset Mailbag
40:00 – Harvesting Losses
44:00 – Sector Analysis – Lithium
1:05:00 – California’s Electric Vehicle Law
1:08:00 – Don’s Fab 40 and the 21/21
1:11:00 – Wrapping Up

–

Show Links:

SEC to Advisory Shops: Resolve FAs’ Conflicts of Interest
– https://financialadvisoriq.com/printIssue/478194

Be Wary of Sponsored Content
– https://www.marottaonmoney.com/be-wary-of-sponsored-content/

Jeremey Grantham Sees Trifecta of ‘Super Bubbles’ Bursting
– https://www.fa-mag.com/news/jeremy-grantham-sees–super-bubble–bursting-69500.html?print

Jeremy Grantham Warns ‘Super Bubble” in Stocks Has Yet to Burst
– https://www.bloomberg.com/news/articles/2022-08-31/famed-investor-jeremy-grantham-warns-of-super-bubble-in-stocks-as-rally-falters

The World Can’t Wean Itself Off Chinese Lithium
– https://www.wired.co.uk/article/china-lithium-mining-production

The Trouble with Lithium
– https://www.bloomberg.com/news/features/2022-05-25/lithium-the-hunt-for-the-wonder-metal-fueling-evs

The Place with the Most Lithium Production is Blowing the Electric Car Revolution
– https://www.wsj.com/articles/electric-cars-batteries-lithium-triangle-latin-america-11660141017

Green Energy’s Dirty Little Secret: Its Hunger for African Resources
– https://foreignpolicy.com/2022/06/30/africa-congo-drc-ev-electric-vehicles-batteries-green-energy-minerals-metals-mining-resources-colonialism-human-rights-development-china

—

To sign up for our FREE Daily Market Insight Video, 👉 https://revereasset.com/subscribe.

As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, reach out to any of us via email: Dan@RevereAsset.com, Don@RevereAsset.com, or Michael@RevereAsset.com.

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to RevereAsset.com

The post Jeremy Grantham’s Superbubble | Your Money Podcast – Episode 416 appeared first on Revere Asset Management.



Pie Charts, Lie Charts – fact is, diversification is one of the finest tricks big-box advisors like Edward Jones ever pulled, right up until folks started to figure out why buying into bad sectors isn’t worth owning. That’s why Edward Jones is looking to shake their ‘cookie-cutter’ image (but not their trading strategies) as the shop digs into when it’s the right time to re-balance allocations, how the incoming Trump tariffs on April 2nd are likely to move the markets, and why Take Two Interactive’s new ‘Grand Theft Auto’ game may push TTWO into all-timer territory.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

Key Moments from the Show

00:00 – Opening Bell
05:30 – Mailbag: The Creature From Jekyll Island
08:30 – This Week in the Markets
15:00 – How Trump Tariffs May Move Markets on April 2nd
23:15 – Follow-Thru Day Watch – TTWO, OKTA, SPOT, DASH, UBER
35:30 – Looking At The Long Side – How to Make a Bear Chart Look Bullish

Show Links:

• Edward Jones seeks to shed cookie cutter image
• The World is Changings: U.S. Stocks no longer lead
• Harry Dent: Market Crash coming this year and hottest stocks could drop 99%

The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information contact us.

The post Can Edward Jones Change Their Ways? | Your Money Podcast – Episode 539 appeared first on Revere Asset Management.



Are ETF’s actually a good strategy for growth? Following a stark Fed announcement at Jackson Hole, the shop digs into the Revere Asset mailbag to talk about the risk/reward of ETF’s, where the markets may be headed after the midterms, and why you might want to keep an eye on Silicon Carbide.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, and Michael Ramos host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – There’s Four Bad Responses to A Bear Market
4:30 – Kind Words and ETF Slander
14:30 – Lies, Damned Lies, and ETF’s
29:30 – Post Mid-Term Election Performance
32:00 – Silicon Carbide Valley
43:00 – Don’s Fab 40 and the 21/21
46:00 – Wrapping Up

—

To sign up for our FREE Daily Market Insight Video, � https://revereasset.com/subscribe.

As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, reach out to any of us via email: Dan@RevereAsset.com, Don@RevereAsset.com, or Michael@RevereAsset.com.

–

Show Links:

Stock Market Performance After Mid-term Elections | U.S. Bank

https://www.usbank.com/investing/financial-perspectives/market-news/stock-market-performance-after-midterm-elections.html

4 Ways Advisors, Clients are responding to Bear Markets (we disagree)

https://www.thinkadvisor.com/2022/08/19/4-bear-market-tips-from-advisors-and-client-reactions/?kw=4%20Ways%20Advisors%2C%20Clients%20Are%20Responding%20to%20Bear%20Market&utm_source=email&utm_medium=enl&utm_campaign=portfoliobuilder&utm_content=20220822&utm_term=tadv

Michael’s Research on Strongest Sectors: Silicon Carbide

Silicon Carbide (SiC)

https://www.onsemi.com/products/discrete-power-modules/silicon-carbide-sic

Is Tesla’s Production creating a SIC Mosfet shortatge
https://www.pntpower.com/is-teslas-production-creating-a-sic-mosfet-shortage/

Sic Power Devices: Lowering Costs to Drive Adoption
https://www.powerelectronicsnews.com/sic-power-devices-lowering-costs-to-drive-adoption/

Silicon Carbide Global Market Report 2022
https://uk.finance.yahoo.com/news/silicon-carbide-global-market-report-110600487.html

Single Stocks ETFs

Why Single-Stock ETFs Could Be A Big Opportunity For Advisors

https://www.fa-mag.com/news/why-single-stock-etfs-could-be-a-big-opportunity-for-advisors-69359.html?print

Mass. Regulators Launch Probe Of Single-Stock ETFs

https://www.fa-mag.com/news/mass–regulators-launch-probe-of-single-stock-etfs-69309.html?section=43&utm_source=FA+Subscribers&utm_campaign=aebb3f68ba-FAN_AM_Send_070022_COPY_01&utm_medium=email&utm_term=0_6bebc79291-aebb3f68ba-236845685

Extra’s Didn’t Cover:

Stock Storm isn’t over yet – Liz Ann Sonders

https://www.thinkadvisor.com/2022/08/19/what-may-cause-volatilitys-next-leg-liz-ann-sonders/?kw=Liz%20Ann%20Sonders:%20Stock%20Storm%20Isn%27t%20Over&utm_source=email&utm_medium=enl&utm_campaign=portfoliobuilder&utm_content=20220822&utm_term=tadv

Where Will Housing Go From Here?

https://www.fa-mag.com/news/where-will-housing-go-from-here-69331.html?section=40

Housing Market looks likely to Drop: Robert Shiller (thank you Captain Obvious)

https://www.thinkadvisor.com/2022/08/19/housing-market-looks-likely-to-drop-robert-shiller/?kw=Housing%20Market%20Looks%20Likely%20to%20Drop:%20Robert%20Shiller&utm_source=email&utm_medium=enl&utm_campaign=portfoliobuilder&utm_content=20220822&utm_term=tadv

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to RevereAsset.com

The post ETF’s & the Silicon Carbide Valley | Your Money Podcast – Episode 415 appeared first on Revere Asset Management.



Are the markets headed for a crash? The guys reveal the canary in the coal mine (and how interest rates are involved) before diving into the rippling effects that could come be coming from China, the commodities you should be watching to keep your finger on the pulse of the global market, and why the perfect market indicator’s always been price, even if the naysayers say otherwise.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, and Michael Ramos host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – Are the Markets Headed for a Crash?
4:00 – The Canary in the Market Crash Coal Mine
11:00 – An Eye On China
14:00 – Evidence on the Charts
20:00 – Analysis by Paralysis
25:00 – The Commodity Sector You Can’t Ignore
33:00 – Upstream Analytics
40:00 – So When Do You Buy In?
45:30 – An Eye on FOMO
47:30 – Are All Tax Deductions (and Credits) Created Equal?
51:30 – Don’s Fab 40 and the 21/21
56:30 – Michael’s Stocks to Watch This Week
1:02:00 – Wrapping Up

–

Show Links:

Biggest Risk in the Markets?!

https://www.thinkadvisor.com/2022/08/18/is-the-economy-going-to-crash/?kw=Is%20the%20Economy%20Going%20to%20Crash?&utm_source=email&utm_medium=enl&utm_campaign=earlywire&utm_content=20220819&utm_term=tadv

Natural Gas Articles & Research – Is the L-T Trend IN! (Video)

https://www.eia.gov/todayinenergy/detail.php?id=52659

U.S. Energy Information Administration – EIA – Independent Statistics and Analysis

www.eia.gov

Energy Information Administration – EIA – Official Energy Statistics from the U.S. Government – Our World in Data – Electricity Mix

https://ourworldindata.org/electricity-mix#:~:text=Globally%20we%20see%20that%20coal,and%20solar%20are%20growing%20quickly

LNG: An Evolution in Energy – Episode 2 of the CES Film Series

Russian expects prices for Natural Gas Exports to Soar 140% this Year as Moscow cuts supplies to Europe

https://markets.businessinsider.com/news/commodities/russian-natural-gas-prices-exports-nord-stream-europe-energy-crisis-2022-8

Tax Breaks Prejudiced or Political – Shouldn’t All Tax Items be Indexed for Inflation?

Why are only some Tax Breaks Indexed for Inflation

https://www.fa-mag.com/news/why-are-only-some-tax-breaks-adjusted-for-inflation-69252.html

Billionaire Minimum Income Tax Act Introduced by Democrats

https://www.thinkadvisor.com/2022/08/10/house-democrats-introduce-billionaire-minimum-income-tax-act/

—

To sign up for our FREE Daily Market Insight Video, 👉 https://revereasset.com/subscribe.

As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, reach out to any of us via email: Dan@RevereAsset.com, Don@RevereAsset.com, or Michael@RevereAsset.com.

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to RevereAsset.com

The post Natural Gas & The Market Crash Canary | Your Money Podcast – Episode 414 appeared first on Revere Asset Management.



Are you swimming with the sharks? Danny’s back from vacation as the guys talk waiting for the perfect time to wade back into the markets, why it’s so important to ask your advisor about their outlook, and reveal some of the daily happenings at the shop that make Revere the perfect place for Your Money.

In this video for educational purposes only, Danny Stewart, Don Vandenbord, and Michael Ramos host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

—

0:00 – Swimming With The Sharks
4:00 – Blood In The Water
5:30 – Scaramucci’s 10 Best Days In The Market
11:00 – Paper-Thin CNBC Analysis
19:00 – A Day in The Life – Danny Stewart
28:00 – A Day In The Life – Don Vandenbord
42:00 – A Day In The Life – Michael Ramos
49:00 – Ask Your Advisor
51:30 – Don’s Fab 40 and the 21/21
56:30 – Michael’s Stocks to Watch This Week
1:02:00 – Wrapping Up

—

To sign up for our FREE Daily Market Insight Video, 👉 https://revereasset.com/subscribe.

As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, reach out to any of us via email: Dan@RevereAsset.com, Don@RevereAsset.com, or Michael@RevereAsset.com.

–

Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.

If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.

For more information, just go to RevereAsset.com

The post A Day In The Life of Revere Asset Management | Your Money Podcast – Episode 413 appeared first on Revere Asset Management.