The importance of total returns, according to Kai from Smart Money with Kai; focusing on S&P 500 + Nasdaq 100 ETFs and Bitcoin (1:30) Buying outside the US (3:30). ETFs over individual stocks (6:10). Portfolio picks: Set it and forget it? (11:45) Thematic ETFs: treat your portfolio like a pyramid (16:20). Bitcoin exposure without ETFs (19:30). Not everybody needs to own real estate (22:30).

Show Notes:
ETFs Have Come A Long Way
Smart Money Club

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Raul Shah from DocShah Financial explains why he focuses on value investing (0:35). Raul's process for stock-picking (6:30). Hims & Hers Health as an example of a good stock to buy (9:20). Recent and upcoming earnings: Ispire and Bank7; Talkspace and HIMS (14:40).

Show Notes:
Hims & Hers Health: A Lesson In Psychology
Talkspace: A Growth Story
Ispire: Underfollowed, Undercovered, And Undiscovered Gem
Bank7: A Growth Bank Stock

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Sara Awad from Tech Stock Pros and investing group Tech Contrarians, explains the DeepSeek story and contextualizes Nvidia concerns (1:15). Downgrading AMD (8:00). Palantir's run (10:00). Recent earnings from semi caps - 3 stocks to like (18:30). Fundamentals vs. hype, supply and demand (22:30).

Show Notes:
AMD: Don't Mistake This As A Buying Opportunity
Reddit: Buying The Underdog For Its Pace Of Growth
Palantir: A Favorable Mix Of Pro-AI And Anti-China
Meta Platforms: DeepSeek Works In Its Favor, Not Against It - A Tech Favorite

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Alex King runs Growth Investor Pro and discusses hedging the QQQ, especially helpful for volatile times (0:30). Recognize patterns, find a charting method like Elliot Wave and Fibonacci (3:40). Why brokers make a huge difference (5:50). Practical example of hedging (9:00). Leveraged ETF options (13:00). This is an excerpt from Hedging Bets in Tech, published here with video and slides.

Show Notes:
Growth Investor Pro
Predictive Analytic Models by Robert P. Balan

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According to Julian Lin, we're absolutely in a bubble once again. Why valuation is essential to any investment thesis (1:20). Palantir soaring this week, but valuation matters (7:15). Analyzing Palantir's stock-based compensation (16:30). Failing valuation grade and fairly valued price target (22:00).

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Show Notes:
Not A Bubble! Julian Lin On Tech's Profitability And Reasonable Valuations
Julian Lin On Palantir, Google, Meta And Apple
Reddit: Julian Lin's Top Conviction Idea
Palantir Q4: Nvidia Moment Is Here, But Something's Not Right

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Claudia Sahm, expert on monetary and fiscal policy, discusses the Sahm Rule, labor supply and unprecedented economic events (1:35). Was higher inflation inevitable (12:00). Shifting employment trends, bond vigilantes, and the wildcard of 2025 (18:55). Are tariffs inflationary and who ends up paying them? (23:50) Unpacking the Fed (27:00).

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Show Notes:
Fed's preferred inflation gauge rises as expected
That Was Fast - U.S. Tariffs On Mexico Delayed
Fed Chillin'

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Chris DeMuth Jr. shares what's special about Arbutus (2:00). Burford Capital - other than litigation, it's a great business (8:15). Why regulators shouldn't block Capital One/Discover deal (14:25). Cadiz, Chris' current top pick (21:30). This is an excerpt of a recent webinar.

Show Notes:
Sifting The World
Capital One, Discover Financial upgraded to Buy
Arbutus expects to significantly reduce its net cash burn in 2025
Burford Capital virtual analyst report

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Steven Cress talks to Kim Khan about his top dividend picks for the year. How dividend stocks may fare in 2025 (1:25). Highlighting Quant dividend grades (5:05). Why NewLake Capital Partners is a hold but still recommended (7:20). John Wiley & Sons' great safety grade; Clorox's diversification and profitability (8:45). CareTrust REIT's strong valuation (11:45). Northrop Grumman's record backlog (13:30). Philip Morris for diversified yields, comparing it to Altria (16:10). VICI Properties' great profitability (20:30).

Show Notes:
Top Dividend Stocks For 2025

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Grant Cardone joins Rob Isbitts to talk real estate, private equity and crypto. How he created his own wealth (3:45). Real estate investing and why he doesn't believe in diversification (7:35) Advantages of crowd sourced research (10:45). Memecoin explosion (13:35). Residential real estate is not an investment (16:25). Grant's new Bitcoin fund (22:55). Recorded on January 20.

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Show Notes:
The 10X Rule Book
The democratization of investment research and the informativeness of retail investor trading
Trump-tied crypto project buys over $100M in ether, other tokens
Busting Today's Market Myths

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Why Kirk Spano thinks there is potential for some dislocations in the economy and markets (1:00). Federal deficit, baby boomer retirement and American exceptionalism (4:40). Rewriting debt will essentially be at prevailing interest rate (22:05). AI will shorten our work week, but won't cause mass unemployment (29:00). Big pharma stocks, why Kirk is selling more than buying, and writing a lot of covered calls (32:15).

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Show Notes:
President Trump Inherits A Good Economy At Risk And A Big Debt
I'm Selling Stocks Hand Over Fist
Pfizer: One Of The Next Big AI Winners
AI Cannot Be Slowed Down - With Ramy Taraboulsi And Kirk Spano

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