Revere Asset Management - Your Money

 Is it better to own a few key winning stocks – or dozens of middling performers? And is Wall Street changing their stripes? The shop returns to the studio this week to dig into a few newly re-packaged products that Pie-Chart Investors like Vanguard have been pitching to unsuspecting investors (along with a quick review of IBD Live’s Annual Founders Club Meeting in Las Vegas) before diving into China’s rare earth tariffs and President Trump’s retaliatory countermeasures and a few key stocks worth watching for secure gains in your portfolio. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 04:45 – Reviewing IBD’s Annual Founders Club Meeting in Las Vegas, Nevada 08:45 – Mailbag: Is OKTA Going Up or Down? 16:00 – This Week in the Markets – China’s Rare Earth Tariffs Spark Countermeasures 34:00 – Three Key Stocks Worth Watching – RACE, MP, CRWV     The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post China’s Tariff Eruption – Rare Earth Rocks the Markets | Your Money Podcast Ep. 565 appeared first on Revere Asset Management.

 Sometimes the markets are like the Wild West – two men enter, and only one leaves. Ask yourself – are you quick? Or are you dead? Don leads the show this week as the shop digs into the S&P’s quick pullback after Wednesday’s big intraday shakeout (and how similar moves in July and August might indicate where we’re headed) before diving into Michael Saylor’s new Bitcoin Treasury at MSTR, reviewing a few September Standout stocks like INTC and BABA, and analyzing some recent names like SMCI alongside a look back at some of the biggest trades of Ted’s career. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Introduction 02:45 – This Week in the Markets 06:45 – The Quick & The Dead Chart – Seven Market Leader Reversals 19:25 – Reviewing Michael Saylor’s Bitcoin Treasury – MSTR 27:30 – September Standouts – INTC, BABA, CIEN 35:00 – The Biggest Trades of My Career – SMCI, INTC     The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post The Quick & The Dead: How This Week’s Market Moves Left Some In The Dust | Your Money Podcast – Episode 564 appeared first on Revere Asset Management.

 Audit your Advisor! The shop digs into this week’s Fed rate cut by tracking the key inflection points on the S&P 500 chart before revealing a few low-risk entries into smallcap stocks and three big bases worth watching for refining your sell rules in Tesla, Ethereum, and Solana. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 06:00 – Mailbag: Riding the Wave & Sector ETF’s 18:45 – This Week in the Markets 24:30 – Low Risk Entries in Smallcap Stocks – IWM 35:00 – Three Big Bases Worth Watching – TSLA, ETHUSD, SOLUSD     Show Links: Jeff Gundlach: 12 Predictions for Stocks, Bonds, Economy IRS releases final rules on Roth Catch-Ups 5 Ways to Make RMDs Less Painful: Christine Benz     The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post The Fed Cuts Rates – What That Means For Your Money | Your Money Podcast – Episode 563 appeared first on Revere Asset Management.

Discover how the Maximus, Optimus, and REX strategies can revolutionize your trading. Learn why a mere 2-3% spread can make a significant impact on your investments. Explore practical examples of buying on weakness with the 60-minute stochastic and utilize the 65-day exponential moving average to enhance gains on stocks like HOOD and NVDA. Delve into Tesla’s performance and discover how its recent volatility could signal exciting breakout opportunities. Tune in for valuable insights on navigating market trends and improving your investment strategies!

 Are you a widget for Wall Street? The shop reveals why it’s so important to shop with a financial advisor that’s got real skin in the game before diving into Revere’s new Maximus strategy along with a thorough review of the market’s incoming Spitball September (with a nod to legendary major league pitcher Gaylord Perry), a deep dive into the untold value of the relative strength phase with key examples from HOOD and PLTR, and a look at a few strategic names that lingered around the 50-day and came out stronger on the other side. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 05:15 – Mailbag: Cut Out The Middleman! 11:00 – Revealing The Maximus Strategy 15:45 – This Week in the Markets – I’ts Spitball September! 29:30 – Celebrating the Relative Strength Phase – HOOD, PLTR, BE, ITB 40:00 – Pulling Back to the 50-Day and Coming Out Stronger – CRDO, CLS     Show Links: The 4% Rule is Now th e4.7% Rule, Bill Bengen Says There are now more ETFs in the U.S. the Individual Stocks 7 Tricky Social Security Tax Rules to Know     The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post Rate Cuts Incoming? How to Hit Home Runs in Spitball September | Your Money Podcast – Episode 561 appeared first on Revere Asset Management.

 Rules, Rules, Rules! As freedom-loving Americans, we HATE rules… right? The shop reviews our patented risk-management rules for holding individual stocks through earnings announcements before diving into how NVIDIA’s recent rise is encouraging AI data center buys, revealing three key earnings gaps that are too big to ignore, and where AI’s real endgame lies when looking at companies like ALAB and MP Materials. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 03:00 – Mailbag: Rules for Holding Through Earnings Announcements? 04:45 – Rules, Rules, Rules! 06:45 – This Week In The Markets 16:00 – Taking Fire From the Buy-&-Hold Crowd 20:00 – Playing Robotics with Jensen Huang – TSLA, SYM 25:15 – Monster Earnings Gaps – MBD, SNOW, RBRK, CRWD 30:30 – AI’s Endgame Stocks – ALAB, MP     The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post Investing in AI? Key Rule Strategies for Your Money | Your Money Podcast – Episode 560 appeared first on Revere Asset Management.

 The almighty B-Team steps in for Dan this week as Don and the shop dig into Fed Chair Jerome Powell’s hints at a possible September rate cut in his annual speech at Jackson Hole and why you shouldn’t ever have to worry about the financial weather when you’ve got Revere on your side before diving into three positions worth holding, three plays worth watching, and why Crypto may be more susceptible to character changes than other assets. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 01:00 – Mailbag: This Is Why We Do What We Do 07:15 – Jerome Powell Speaks at Jackson Hole 09:00 – This Week in the Markets 16:00 – 3 Positions We Love – ALAB, BE, HOOD 23:30 – Two Plays and an Earnings Gap Option – RDDT, MP, SE 29:30 – Explaining Crypto’s Big Character Change     Show Links: Nvidia-Led Tech Slide Cracks Summer Calm in Stocks Is the Time Right for a Small Cap Rally     The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post Is the Powell Train Leaving the Station? | Your Money Podcast – Episode 559 appeared first on Revere Asset Management.

 BREAKING NEWS – GROTECTION IS BREAKING THE INTERNET!… or at least our new planning software. Turns out, Don’s strategies are so sound that these Pie-Charts-‘R-Us programs can’t keep up! The shop digs into why modern portfolio theory is a big lie (and why you should be focused on sequence of returns) before revealing why we ALWAYS get our news from Price and Volume, reviewing four interest rate-sensitive ETF’s worth keeping an eye on, and revisiting Ted’s new Perplexity AI trading browser tools. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 01:30 – Mailbag: Selling Used Cars? 09:15 – How GROTECTION Broke Our Planning Software (and Modern Portfolio Theory, Too) 18:15 – Why We Do What We Do At The Mercy of the Market 21:00 – This Week in the Markets 35:15 – Four Interest Rate-Sensitive ETF’s Worth Trying – TNA, ITB, XBI, XLF 42:30 – At the Right Place at the Right Time – WULF, IREN 48:45 – Revisiting Perplexity AI’s Trading Browser     Show Links: Social Security 2026 COLA estimates rise to 2.7% Trust as IRA Beneficiaries (Nationwide Article so don’t buy insurance products before you call me) Treasurys soar as slower job growth boosts Fed rate cut bets (that didn’t age well) Volatility vanishing act     The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post Modern Portfolio Theory’s Big LIE | Your Money Podcast – Episode 558 appeared first on Revere Asset Management.

 Is the market overextended – and what are you doing about it? It’s easy to get out early, but nobody knows how to stay in and manage drawdown like Don Vandenbord. That’s why we’re celebrating Don’s 10th Anniversary with Revere this week by revealing some upcoming changes to Revere’s flagship Grotection portfolio for new investors before diving into reviewing three stocks that have peaked in the past that may be worth revisiting and showcasing how Perplexity AI is changing the way you trade. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 01:30 – Fidelity Taps Vestmark for Custom Model Portfolios 03:30 – Don Vandenbord’s 10th Anniversary Showcase 04:45 – Announcing our Flagship Grotection Changes 08:30 – Mailbag: Robotection VS Turbotection 16:45 – What New Investors Can Expect At Revere 20:00 – This Week in the Markets 34:30 – 3 Peak Stock Review – SOFI, LITE, SHOP 40:00 – How Perplexity AI is Changing The Way You Trade     Show Links: Fidelity Taps Vestmark for New, Custom Model Portfolios (PieChartRUs)     Ted’s Perplexity AI Search Description Sample: Stock Description Perplexity Comet assistant shortcut What does this ticker/company do? First, explain what the company does in maximum two sentences. Be clear and direct. Second, explain it like I’m 12 years old — super simple, with relatable examples and analogies. Then give the standard professional business description (industry, products/services, customers, competitors, competitive advantage (moat) and any notable metrics or achievements). List tickers of competitors if publicly traded. Keep both descriptions clear and concise. Also: Why did this stock make a big move recently? Show all major news and earnings events for the past 3 months in a chronological table format with: Date Headline Summary Source link Focus on earnings, guidance, product launches, analyst upgrades/downgrades, insider activity, partnerships, and sector/news catalysts. Highlight any price-moving events. Earnings Prep Perplexity Spaces: I am a Hedge Fund Analyst , anytime i mention a company, prepare a:  Earnings Preview Checklist 1. Pull and Summarize Current Quarter Estimates Identify and gather consensus analyst estimates for key company-specific metrics for the upcoming quarter. Note any recent estimate revisions, upgrades/downgrades, or outlier analyst calls. Record the company’s own guidance (if given)—is it above, below, or in line with consensus? 2. Review Latest Company Guidance Is guidance for the current/future quarters recently upgraded, maintained, or walked down? Compare company-issued guidance versus Wall Street consensus. Is management typically conservative, realistic, or promotional in guidance vs. historical actuals? If there’s been a pre-announcement, summarize content and new numbers. 3. How Did the Company Perform Last Quarter? Summarize key performance from the most recent quarter: Actual results vs. consensus and company guidance. Major revenue/margin drivers. One-time items, surprises, or new disclosures. Capture year-over-year (YoY) and quarter-over-quarter (QoQ) trends for the core metrics. Note market and peer group reaction post-quarter. 4. Key Events & News Since Last Report Track significant headlines, regulatory news, major product launches, deals, litigation, macro/industry shifts, or quarterly KPIs reported in between earnings. Include insider transactions, buy/sell-side rating changes, and unusual trading patterns. Monitor relevant peer/competitor earnings for color or warning signs. 5. Concerns and Themes from the Last Earnings Transcript Read the management Q&A and prepared remarks—list out recurring risk factors, controversies, apology tours, or “soft spots” mentioned. Capture analyst concerns that received hedged or evasive responses. Identify any “guidance caveats” or body language/frequency signals (e.g., management harping on macro, changing tone vs. prior calls). Earnings Review Perplexity Spaces: You are a hedge fund analyst. You’re reviewing earnings. Create a report based on the recent earnings when I give you a ticker. Output should have all this:  Company:  Ticker:  Quarter:  Report Date:  1. Key Actuals vs. Estimates:    – Revenue: Actual $X, Est. $Y -> Beat/Miss/Inline    – EPS: Actual $X, Est. $Y -> Beat/Miss/Inline    – Key KPIs: … 2. Guidance vs. Estimates:    – New Guidance: Revenue $A, EPS $B    – Consensus: Revenue $C, EPS $D 3. Growth & Margins:    – YoY/QoQ revenue/EPS growth    – Operating/gross/net margins, any changes explained 4. Call Highlights:    – Main topics, management tone, analyst focus 5. Ongoing Concerns:    – Summary of previously raised issues, status/resolution 6. Risks & Opportunities:    – Notable new risks, major opportunities highlighted    – Peer comparison and industry context 7. Special Notes:    – Reaction, accounting changes, management track record, insider activity Also pull up perplexity finance ticker data on a separate browser tab.     The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post When To Stay In – Overextended Market Defense Strategies | Your Money Podcast – Episode 557 appeared first on Revere Asset Management.

 Does your broker have your BEST interest in mind? We do mean interest of course – and do you want declining assets in your account, or do you think it adds risk? The shop reveals why asset-aggregator shops like Fidelity, Blackrock, and Vanguard are secretly treating you like the cattle instead of the real asset before diving into Reddit’s big bump on the charts this week and why a few key moves in the Nuclear energy sector may have you eyeing Uranium as a choice add in your portfolio. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 08:00 – Mailbag: Is My Advisor Buying Rotten Fruit? 20:45 – This Week in the Markets 34:15 – Regarding the MAR Ratio 36:00 – Talking RDDT’s Big Bump 43:00 – Let’s Talk Uranium Energy Sectors 49:50 – The Top 4 Uranium & Nuclear ETF’s     Show Links: 65 Year-Old Retirees can expect $172.5k in Healthcare Costs, Fidelity says GOP Officials in 21 States demand Wall Street Giants cease ESG Investing Mariner, Other Firms agree to $25.5Mn Class Action Settlement     The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post Is It Time for a Correction? | Your Money Podcast – Episode 556 appeared first on Revere Asset Management.