Pickers Market

It’s that time of the quarter again - Nvidia earnings are here!

Nvidia reports fiscal Q2 earnings after the close today, with Wall Street looking for roughly $92.3 billion in revenue and $2.09 in adjusted EPS, representing approximately 97% revenue growth and nearly 100% EPS growth year over year.

The numbers are staggering, but expectations are even higher. Can Nvidia beat the beat once again - and, more importantly, will a strong quarter be enough to keep investors excited?

Join Keith Gangl, Tyler Ellegard, Lisa Schreiber, and Sara Brickner as they break down Nvidia’s earnings, the broader AI trade, what investors are watching, and, as always, wrap things up with a little fun!

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

This week, we dig into a market that keeps making new all-time highs backed by remarkable S&P 500 earnings growth and ask the question every investor should be asking: what could slow this down?

We break down the bull case, why earnings are driving this rally and why the fundamentals still look solid. Then we get into the concerns: Fed policy and where interest rates are headed, a labor market that bears watching, rising bond yields, and the growing interest expense on U.S. debt. Are these risks the market is underappreciating, or is the wall of worry just noise?

Plus, each of us share a stock we currently like, four picks, four different perspectives on where the opportunity is right now.

Join Tyler, Keith, Lisa, and TJ for markets, insights, and a little fun!

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

This week, we put our market knowledge to the test with a game of Two Truths and a Lie, then dig into what has been an exceptional Q2 earnings season and what it means for where markets go from here.

We break down why this earnings season stands out: EPS forecasts that actually held up, broad earnings strength, and why it really is all about earnings right now.

Plus, we discuss different investment strategies and how various strategies can differ but also be successful – from deep value strategies like Buffet to hyper growth investing – success can be found in different approaches. Hear from the team’s past successes and failures and lessons learned from both the good and bad stock investments.

Join Keith Gangl, Mike Binger, Sara Brickner, and TJ Klein for markets, insights, and a little fun!

This week, we dive into the latest market trends, from stocks pushing to all-time highs to the key takeaways from Q2 earnings season and what it all signals for the economy.

We discuss what's driving markets to record levels and whether the rally has legs heading into the second half of the year. We also break down Q2 earnings season, what the results are telling us about corporate health, consumer resilience, and the broader economic backdrop.

Plus, our outlook on what investors should be watching as we move through the rest of 2026 and what risks could derail the current momentum.

Join Tyler Ellegard, Keith Gangl, TJ Klein, and Sara Brickner for markets, insights, and a little fun!

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

This week, we dive into the latest market trends, from Fed interest rate expectations and inflation to the underperformance of the Magnificent 7 and oil prices.

We discuss the market rotation that is underway, as the "Magnificent 7" increasingly become the "Laggard 7," with investors shifting toward small caps, and other sectors of the market. We also explore massive AI capex spending, memory and storage chip prices, and what’s next for oil prices.

Plus, our thoughts and predictions heading into the Fed meeting and what investors should watch for through year-end.

And, of course, we talk about Keith and Mike’s recent trip to Costa Rica - and the very special souvenir our president brought back!

Join Keith Gangl, Mike Binger, Lisa Schreiber, and John Ingham for markets, insights, and a little fun!

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

This week, we’re officially welcoming Sara and TJ, the newest members of the Gradient Investments team! Get to know them beyond their roles in finance as they share their career journeys, the best and worst financial advice they’ve received, their biggest stock picks and misses, the lessons they’ve learned along the way, and some fun and quirky facts you need to know about them.

Join Tyler Ellegard, Lisa Schreiber, Sara Brickner, and TJ Klein for markets, insights, and a little fun!

This week on the Pickers Market Podcast, Tyler, Lisa, and John break down this generational transfer of free cash flow, debate whether the AI bubble has become the market's biggest tail risk, and ask whether the lowest allocation to consumer stocks since May 2006 is a warning sign or a once-in-a-decade buying opportunity.

This week on the Picker's Market Podcast, we break down one of the biggest new trends in today's market: the explosive growth of leveraged ETFs.

Assets in leveraged ETFs have doubled in just a few months as retail investors continue piling into technology, semiconductor, and single-stock products. While these funds can generate outsized gains over short periods, they also introduce risks that many investors may not fully understand.

We also examine what's happening with momentum stocks, why momentum has historically been one of the market's best-performing investment factors, and what could cause the trend to reverse.

We also wrap up with a quick Fourth of July recap and a few fun thoughts on the World Cup.

The first half of 2026 is officially in the books – and what a six month it’s been!

Major US indexes reached new all-time highs, the S&P 500 posted its best quarter since 2020, small-cap stocks had their strongest first half since 1991, and corporate America is on fire with earnings growth expected to exceed 20% for the full year. At the same time, inflation has reemerged as a major concern, geopolitical conflicts have pushed oil prices higher and the AI trade and its beneficiaries changed.

This week on the Pickers Market Podcast, we look back at the biggest market themes of 2026 so far and give an outlook on what the second half of 2026 might bring.

We end with what the team plans for the 4th of July weekend – BBQ, lake fun and a roadtrip!

This week on The Pickers Market Podcast, we tackle one of Wall Street's most misunderstood topics: volatility.

Is a spike in the VIX, the market's "fear gauge", something investors should fear, or does it create opportunity? We discuss why higher volatility can improve pricing for certain investment strategies and how uncertainty can sometimes work in investors’ favor.

We also discuss:

• The difference between VIX and VXN and what each is telling investors today

• Why volatility can create opportunities for certain investment strategies

• Are the Mag 7 becoming laggards

Plus, we recap our recent trip to Mexico and share our upcoming summer travel plans.