A potential tariff truce between the U.S. and China has stocks hitting new highs around the world despite the ongoing government shutdown and a slowing labor market. The Fed may try to stem the slowdown when it meets this week on interest rates with all signs pointing towards  another small cut. Shannon Sacoccia of Neuberger Berman drops in with her playbook on how to play offense and defense in the fourth quarter, and what to expect in 2026. Plus, shares of Beyond Meat are getting grilled after soaring on the meme stock express last week. Is this just a silly stock move or yet another sign of frothiness across the market?

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Investors continue to climb over walls of worry and keep buying, even amid the latest concerns about regional bank credit risk, the prospect of even higher tariffs, and the third week of the government shutdown. Why Jamie Dimon says we should be on ‘cockroach’ alert, and Gold’s unstoppable rise. Plus, Ric Edelman drops in with the real truths about our financial futures and shatters some classic myths about diversification, retirement, and the cost of college.

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Volatility is back just in time for the October scaries as new tariff threats rattle investors just as the markets reached new record highs. Is this a re-do of the April selloff, or the beginning of the bursting of a bubble in risky assets? Barry Ritholtz the original Blog-Father, and author of “How Not to Invest”, drops in with his perspective and the key lessons he’s learned about how ‘not’ to invest, especially in times like these. Plus, what the debasement trade is teaching us, and how the bankruptcy of an auto parts conglomerate might be the tip of a terrifying iceberg underlying the capital markets today.

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For nearly forty years, Chef Tom Colicchio has been one of the most dynamic innovators in the culinary world through his restaurant empire, “Top Chef”, his hit television series and his best-selling cookbooks. The eight-time James Beard Award winner shares his secret sauce to innovation in a live interview and cooking demonstration at the Future Proof Wealth Festival, as part of “Recipe for Innovation, Live”, from InvescoQQQ, in partnership with Investopedia and Food and Wine.
https://www.invesco.com/qqq-etf/en/recipe-for-innovation.html
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The U.S. Government shutdown has done little to scare investors off of ‘Risk Mountain’, as stocks, Bitcoin and Gold are all at record highs. With no end in sight, at what point do investors stop believing that government dysfunction won’t hurt their portfolios, or will something else scare away their exuberance. SoFi’s Liz Young Thomas shares her perspective on where we go from here, and which sectors are due for a little trim, if not a deeper selloff. Plus, the latest results from our sentiment survey are in, and while we are still optimistic, the walls of worry around us are getting higher.

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The stock market defied its historical odds by surging in September despite concerns about a slowing economy, overvaluation, and tariffs. So what, if anything, can stop investors’ relentless bid on the biggest stocks in the market and ultimately slow this bull market down? Kenny Polcari of SlateStone Wealth drops in with his perspective, predictions for a volatile fourth quarter and a delicious family-style recipe for the Fall. Plus, the labor market is back in the spotlight this week with the September payrolls report due Friday, but the threat of a government shutdown may mean we might never see that report, putting the Fed in another tricky situation.

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The stock market rally has added $16 Trillion in market capitalization so far this year, and momentum is still in the drivers’ seat. What, if anything, can slow the rally down? Legendary Tech investor Dan Niles breaks down the bull between the horns, but warns of a fowl Thanksgiving surprise. Plus, investors are hoping for more rate cuts than the Fed is planning on - at least for now. Why this mismatch could lead to unfulfilled expectations. And stock buybacks are making a comeback. Which companies eat their home cooking more than others?

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The future of the Federal Reserve’s independence will come into clearer focus this week as the central bank will likely lower interest rates for the first time since last December, potentially pacing the way for more cuts this year as the labor market weakens and prices keep rising. But all eyes will be on who votes for a rate cut after the President fired Fed Governor Lisa Cook and appointed Stephan Miran, his former Chair of Economic Advisers. Claudia Sahm, a former Fed economist, helps us understand the importance of this week’s meeting, the future of the central bank, and the real health of the U.S. economy. The stock market might be at record highs, but the foundations of American capitalism are shaking.

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The wealth management industry finds itself facing a cascading wave of wealth transfer, A.I. disruption, and a never-ending conveyor belt of product choices. That’s why thousands of them flock to the Future Proof Wealth Festival in Huntington Beach, California every September where they learn how to fortify their practices, learn from each other and find ways to survive and thrive in an increasingly challenging industry. The Express rolls in on the boardwalk, and Dave Nadig, the ETF Wizard and president of ETF.com, drops in for wave check.

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With the stock market near record highs again, and nearly every valuation metric pointing to extremes, are we at the precipice of our own “irrational exuberance” moment, or just riding this bull through an AI infused multiple expansion that could last for years?

We go inside the charts with Ian Dunlap, aka “The Master Investor,” and founder of the Red Panda Stock Club. Also, ETFs now exceed single stocks, begging the question if we are over-diversified in a world where stocks like Nvidia dominate index funds. And, what to watch this week as the labor market faces its latest test.

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