The top 10% have been doing a lot of heavy lifting lately. 

While most people pulled back on spending, they kept splurging—on luxe travel, home upgrades, and $500 sneakers. That’s been good news for certain companies. And, by extension, for investors.

But now? That support’s starting to look shaky.

In this episode, Stéphane Renevier joins the studio us to explain why a slowdown at the top could be a big deal for markets—and what to do about it. 

He’s built a portfolio for exactly this kind of shift: one that goes long the practical stuff and short the fragile, confidence-driven spending. If the wealth effect really is reversing, this might be the trade you want to make.

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Klarna’s making its stock market debut—big stage, big stakes, big questions. 

The “buy now, pay later” giant is aiming for a $15–20 billion IPO, bouncing back from a $6.7 billion low. But with competition from Affirm, Afterpay, and even Apple, can it hold its ground?

Finimize analyst Theodora Lee Joseph joins the studio to break down Klarna’s strategy, its place in the fintech race, and whether this IPO is an opportunity worth grabbing.

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Crypto is volatile—so is Coinbase. 

After a sharp drop in its stock price, investors are wondering: is this a rare buying opportunity or just another high-risk bet? 

In today’s episode, Finimize Analyst Russell Burns joins the pod to look at Coinbase’s growing revenue, its reliance on crypto trading fees, and whether its push into subscriptions and staking can bring more stability. 

And, of course, whether now's the right time to buy.

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Palantir’s stock has been on a...rollercoaster - soaring 250% last year, then sliding 30% in the past month. 

And sure, plenty of investors still love it. But with a price-to-earnings ratio over 150, even the bulls should be paying attention. Because even Palantir’s own execs don’t seem convinced. 

They’ve offloaded $3 billion worth of shares in the past year—mostly to retail investors. And not a single one has bought in. So, is this an AI goldmine or a bubble waiting to burst? 

Today, Finimize Chief Analyst Carl Hazeley joins the studio to break down what the company does, what it should earn, its current valuation, and - of course - what that all means for you.

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Cybersecurity is booming – and for good reason. Cyber threats are getting sharper, businesses are doubling down on digital security, and global investment in the sector is set to more than double by 2030.

Today, Finimize analyst Theodora Lee Joseph joins the studio to break down why this $200B+ industry is becoming one of the most resilient and high-growth investment opportunities out there. Oh, and a blueprint for how to your portfolio in on the action. 

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The stock market has been on a knife’s edge. Valuations are sky-high, risks are piling up, and volatility is making a comeback. For investors, that means protecting a portfolio is more important than ever. But with options prices surging, traditional hedging strategies are getting expensive.

So, what’s the smarter play? 

Finimize analyst Stephane Renevier has been digging into the data, and his latest research points to a strategy that’s not just more affordable but potentially more profitable. 

Today, he sits down with Jackson Cantrell to talk about how put spreads can offer a cost-effective way to navigate market uncertainty—and why now might be the right time to put them to work.

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Nvidia has been the biggest winner of the AI boom—but can it keep up the pace?

In today's episode, Chief Finimize analyst Carl Hazeley joins the pod to break down his latest research on the chip giant. 

We’ll dig into Nvidia’s financials, its dominance in AI, and the risks that could slow it down. And yes, we’ll talk about whether the stock is overvalued.

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SoftBank owns a $230 billion portfolio filled with high-growth tech, telecom, and AI investments—including a majority stake in Arm. 

But despite its assets, the stock is trading at a steep discount to its net asset value. 

So, is this a rare value play - or a sign of deeper risks?

In today’s episode, Finimize analyst Russell Burns breaks down SoftBank’s strategy, its bets on AI and semiconductors, and what that valuation gap means for investors.

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Pet strollers, matching outfits, gourmet meals—people are treating their pets like royalty. And that’s not just cute, it’s big business.

In today’s episode, Finimize analyst Theodora Lee Joseph joins the pod to dive into IDEXX Laboratories—a pet healthcare giant that’s quietly dominating the industry with a subscription-like model, sky-high margins, and double-digit growth. 

We’ll break down why this stock isn’t just another name in the market, but a potential 50% upside opportunity hiding in plain sight.

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The past decade made investing look easy – 13% returns per year from the S&P 500, no questions asked. But the next ten years are shaping up to be a whole different story, and if you’re betting on another blockbuster decade, you might be in for a nasty – and costly – surprise.

See, even if you make some pretty optimistic assumptions, US stocks are likely to return a mere 5% per year. What’s worse, the risks are tilted to the downside. So this is a good time for a gut check.

Today, Finimize analyst Stephane Renevier pops in to the studio, to break down how things have changed now - and what it means for your portfolio.

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