We’ve entered the Year of the Fire Horse 🔥🐎

This week, we break down whether the Lunar New Year market effect is real and where it shows up most. We also dig into a surprising stat: older generations now spend more time on their phones than younger ones - is it productivity, changing habits, or doomscrolling?

On the markets side, we tackle the AI-driven selloff, why it’s spreading beyond just software stocks, and why investors are hesitant to buy the dip. Is this AI paralysis, cognitive overload, or the start of a true stock-picker’s market? We also discuss some stock picks unfairly caught in the selloff that could be positioned for a strong rebound.

We wrap things up with some fun: a Pokémon card that sold for $16.5 million?! We ask: what hidden treasure might be sitting in your basement or attic that could be worth some serious money some day?

In this episode, we break down the sharp equity rotation sparked by rising AI disruption risk, with software and other data-intensive industries selling off across regions. The MSCI World Momentum Index delivered its 5th largest sell-off versus the market since 1995, while volatility gauges flashed warning signs beneath the surface. What does this all mean – we break it down!

We’re joined by Chad Roesler, Executive Vice President at Gradient Financial Group and with the firm since the very beginning. Chad shares his personal path with the firm, how Gradient has evolved over time, and how that long-term perspective shapes the way he thinks about markets today.

Chad also sprinkles in hard-earned wisdom on stock picking, shares his thoughts on “green money” - including annuities and life insurance - and adds a few fun personal insights into what and how he likes to watch sports.

In this special edition episode, we’re joined by the one and only Brian Belski to unveil Gradient Investment’s newly introduced SMID Cap Select portfolio. We break down why small and mid-cap stocks may be entering a new leadership phase, how the portfolio was designed, and where Brian sees the most compelling opportunities today.

We also dive into Brian’s remarkable career, his framework for identifying long-term winners, and a few stock ideas straight from the legend himself.

👉 Don’t forget to like, comment, and subscribe for weekly market insights.

Fed policy is back in focus with the announcement of a new Fed chair – but what does it mean for interest rates, the bond market, and your portfolio?

In this episode, we break down Fed leadership headlines, rate cut expectations, bond market risks, and how stocks, precious metals, and the U.S. dollar could respond in 2026. We also discuss historical market patterns, interest rate volatility, and recent portfolio moves in silver.

…and of course we share our Super Bowl plans — because even serious market talk deserves a little game day vibe! 🏈

Join Keith Gangl, Kyle Bergacker, Tyler Ellegard and Lisa Schreiber for a practical discussion on markets, the Fed and precious metals - always with a touch of fun!

The investment word of the year so far is “broadening”.

In this episode, we break down what’s driving expanding market breadth in early 2026 and whether it’s sustainable.

We discuss why earnings growth ultimately drives markets, how declining correlations in mega-cap tech are reshaping opportunities and what market broadening could mean for sectors, styles, and portfolio positioning.

We wrap up with a nod to the Minnesota winter chill and share what the team has planned for Valentine’s Day! ❤️

Join Keith Gangl, Kyle Bergacker, and Lisa Schreiber for a practical discussion on market breadth, earnings trends, and equity positioning in 2026 - always with a touch of fun!

In this episode, we break down alternatives investing, including private markets, and highlight Gradient Investments new Private Wealth Series. We explain why Gradient introduced this offering, how it expands access to alternative strategies, and what makes it different from other options available today. You’ll hear what problems alternatives are designed to solve, how they can complement traditional stocks and bonds, and the key benefits and risks investors should understand — including diversification, correlation, liquidity, valuation, and suitability.

We close out the episode with some real-world extremes: -25° in Minnesota. Even for Minnesotans — is this officially too cold?

In this episode, we explore what history suggests about year-four market performance, how past multi-year rallies have typically unfolded, and why historical context still matters—even when the future never looks exactly the same. We also examine Wall Street’s modest return expectations for 2026, revisit seasonal market myths like “as January goes, so goes the year,” and discuss what early earnings reports may be signaling about market breadth and leadership.

Plus, we lighten things up with the team’s New Year’s resolutions (or lack thereof) and take a reality check on why most resolutions fail—and when “Quitters Day” usually arrives.

Join Keith Gangl, Kyle Bergacker, and Lisa Schreiber for thoughtful market insights, perspective and a little fun along the way.

After three consecutive strong market years—2023 (+26%), 2024 (+24%), and 2025 (+17%)—investors are asking the uncomfortable question: can markets really keep going?

In this episode, we revisit the turbulence of 2025 month by month and explore what it may be signaling for 2026. From fragile consensus beliefs and crowded positioning to AI bubble fears, policy uncertainty, and geopolitical flashpoints, we examine where markets may be most vulnerable—and where opportunity could present itself.

Join Keith Gangl, Kyle Bergacker, and Lisa Schreiber for markets, insights, and a little stock picking fun.

In this holiday special, we break down the biggest market surprises, key investing lessons, and what clients are asking as we head into 2026 - then switch things up with a festive chat, sharing our holiday plans, family traditions and favorite foods.

Join Keith Gangl, Kyle Bergacker, Lisa Schreiber and special guest Mike Binger for the Pickers Market Holiday Special!

This is our final episode of 2025 — but don’t worry, the Pickers Market Podcast will be back the first week of 2026.

Until then, leave us a like, share your thoughts in the comments, and subscribe for weekly market insights.

This week, we break down the upcoming Federal Reserve decision as markets price in a 90% chance of a 25 bps cut. We cover what’s already priced in, what could still surprise investors and what matters for the markets.

We round things out with a bit of Minnesota winter talk — the cold, the snow, and the everyday quirks that come with living through a season that tests even the toughest Midwesteners!