Revere Asset Management - Your Money

 The Fundamentals Always Look Good at the Top – That’s how Bill O’Neill saw it, anyway. The shop talks new politics in the wake of the upcoming capital gains tax proposal and NVIDIA’s big move this week (and why it’s always easy to claim hindsight as a past-due indicator) before diving into why Danny believes a 50-point drop is coming in 2024 (hint – it IS an election year) and four longs worth watching for bigger trades. In this video for educational purposes only, Danny Stewart, Don Vandenbord, & Alex Koutoudis host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 03:15 – Breaking Down the Wealth Tax 07:00 – Mailbag: Controversy on Capital Gains 10:00 – Mailbag: NVIDIA’s Big Move 15:00 – This Week in the Markets 29:00 – Action on the Grotection® Gauge 33:20 – Four Longs & The SMCI Debacle – LMT, NOC, PANW, UBER 42:00 – Unpacking The Perfect Scenario 48:30 – Pyramid-ing on UBER & The Mutual Fund Conundrum     Show Links: How to Help Clients Navigate Bonds Before the Rate Cuts Wall Street Firms pay half price of retail buyers in Muni trades ‘T-Bill and Chill’ is a Hard Habit for Investors to Break Is the 3rd Time the Charm for Harris and the 45% Capital Gains Tax Does the Biden/Harris ‘Wealth Tax’ Have Legs?     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 NVIDIA Gains, Capital Pains, & Behavioral Finance Blunders | Your Money Podcast – Episode 515 appeared first on Revere Asset Management.

 Is the Treasury more powerful than the Fed? Heading into election season, the Federal Reserve announces that ‘the time has come’ to cut interest rates as the shop dives into whether or not it’s time to rethink 60/40 portfolios and whether or not corporate tax rates influence inflation before digging into the Biotech industry with XBI and LABU and how X’s new GROK AI may be changing the game when it comes to placing trades. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 05:30 – Understanding the Interest Rate Clock 09:45 – This Week in the Markets 18:15 – Biotech & The XBI Advantage 24:00 – GROK & X’s Perplexing AI Revolution 32:15 – Three Relative Strength Names – ONON, ITB, INSM 36:00 – Mailbag: A New Client Question & The Tale of the Tape     Show Links: U.S. Job Growth Revised Down by 818,000: BLS!! Powell says ‘Time has come’ for Fed to Cut Interest Rates Is Your Social Security Number Compromised in Data Hack? Why It’s Time to Rethink the 60/40 Portfolio How the Treasury is more powerful than the Fed Harris proposes 28% corporate tax rate     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 Raising Interest Rates? How To Plan for Either Direction | Your Money Podcast – Episode 514 appeared first on Revere Asset Management.

 Are we slipping into recession? Is the Treasury becoming Dr. Doom? And is somebody reading Danny’s mail?! The shop digs into overhyped returns on ETF’s, why a steady uptick in unemployment may lead to an incoming recession, and why Danny’s growing fears of market downturn might not be reflected in recent pattern analysis before diving into the FOMO capitulation and an update to last week’s Fab Four stock picks (and a new name worth watching). In this video for educational purposes only, Danny Stewart, Ted Zhang, Connor Bates, & Alex Koutoudis host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 03:30 – Debunking The Almighty 8% 08:00 – Mailbag: Market Chaos Requires Marketing Skills 09:00 – Mailbag: Dividend ETF’s 12:00 – This Week in the Markets 18:00 – Walmart & The FOMO Capitulation 22:00 – Downturn Pattern Detection with Alex Koutoudis 32:00 – Revisiting Last Week’s Fab Four Stock Picks – SG, SN, NOW, XBI, & SBUX     Show Links: Fed’s Bostic says more data needed, rate cut likely by Year-End Are we slipping into a Recession (and how bad is it for stocks) Escape from the QLAC: IRA Clarifies Rule of Longevity Annuity Exchanges Life and Annuity Illustrations Fool Clients, Advisor Tells Regulators Have Insurance Lobbyists Derailed the DOL’s Fiduciary Rule Again? More asset managers, asset owners exit Climate Action 100+ Amid Congressional Probe Climate Group loses another Big Money Manager     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 Revere’s Fab Four Stock Update | Your Money Podcast – Episode 513 appeared first on Revere Asset Management.

 Is big tech too overdone? The shop runs lean this week when Danny and Ted dig into whether or not it’s worth trusting your 401k to AI Advisors and whether or not we’re just one bad payroll away from tech stocks losing their lunch before diving into Amazon’s odd tumble in the Magnificent 7 Stocks and a few favorite sectors and favorite stocks for growing portfolios. In this video for educational purposes only, Danny Stewart & Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 07:30 – Attention 403(b) Owners! 11:30 – Mailbag: Going Big on NVIDIA 20:00 – How to Spot Volatility Early 24:00 – On Japan’s Interest-Rate Raise 32:00 – Identifying Titans 34:45 – Don’s Fab Four – LLY, UBER, PLTR, CAVA 40:30 – Ted’s Fab Four – SPOT, TMDX, ALNY, ITR 48:45 – Connor’s Fab Four – SG, SN, NOW, XBI     Show Links: Bill to Expand 403(b) Plan Menu with CITs Lands in Senate Investors sue TIAA, Morningstar over pricey retirement plan advice Social Security Claiming with a Pension Offsets and Windfall Eliminations 4 Types of Financial Bubbles and Their Implications for the Broad Economy IRS Clarifies RMD Options for Surviving Spouses Under Secure Act 2.0     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 Dual Mandate of Grotection® | Your Money Podcast – Episode 512 appeared first on Revere Asset Management.

 Is big tech too overdone? The shop runs lean this week when Danny and Ted dig into whether or not it’s worth trusting your 401k to AI Advisors and whether or not we’re just one bad payroll away from tech stocks losing their lunch before diving into Amazon’s odd tumble in the Magnificent 7 Stocks and a few favorite sectors and favorite stocks for growing portfolios. In this video for educational purposes only, Danny Stewart & Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 05:30 – Mailbag: Was Danny Wrong About Buffered ETF’s? 14:30 – Sequence of Returns – A Tale of Two Investors 16:00 – Just One Bad Payroll? 18:15 – This Week in the Markets 31:45 – Currencies, Crypto, & Bonds 35:45 – On The Magnificent 7 Stocks 44:45 – Ted’s Big-Eight Index 46:30 – Favorite Sectors, Favorite Stocks 54:30 – Looking Ahead     Show Links: Cooling economy will crack Big Tech rally even more: BofA Investment considerations during an Election Year How a Generative AI System handled a 401k Question The next Bear Market will spark a Retirement Crisis, David Rosenberg argues (it always does) Captrust rides culture, PE Backing an ‘Infinite’ Demand to $1T Sequence of Returns: A Tale of Two Investors     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 Downside Protection Strategies | Your Money Podcast – Episode 511 appeared first on Revere Asset Management.

 Is the dead cat juggling tennis balls or rotten eggs? That’s the question this week when the shop digs into whether or not we should all be getting into buffer annuities and inherited IRA complications before diving into smart stocks for small and midcap gains, a one-winner, one-loser, one-trade scenario, and the top ten states to buy a beachhouse! In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 04:00 – To Buffer, or Not To Buffer? 11:45 – Mailbag: Inherited IRA Complications? 18:00 – This Week in the Markets 26:00 – On Buffered ETF’s 32:00 – Smart Stocks for Smallcap Gains 40:55 – One Winner, One Loser, One Trade     Show Links: Buffer ETFs provide comfort at a High Cost, Advisors say Small Stocks outperform Large Ones … What’s Next? Is It Time to Add Duration to Bond Portfolios? Final Secure Act RMD Regs Create an ‘Unnecessary Complication:’ Ed Slott Home deals fell apart at a record rate for June, Redfin says Warehouse Veteran sees risk to Clients in RIA ‘Behemoths’ 10 Most Affordable Beach Towns for Retirees Ameriprise not budging on low cash sweep rates     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 Tennis Balls or Rotten Eggs? | Your Money Podcast – Episode 510 appeared first on Revere Asset Management.

 Does the upcoming election present behavioral traps for investors, or should you stay the course and vote purple with your money? The shop talks about the great rotation and the subtle rules to gifting and loaning through financial lifelines before diving into whether or not you should diversify away from big tech and the three relative strength stock picks you should be keeping an eye on for stronger gains into the weekend. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 04:00 – Gifting through a Variety of Financial Lifelines 06:45 – Should You Diversify Away from Big Tech? 10:00 – This Week in the Markets 20:00 – Taking Profits (and Pushing Pause) on Extreme Extension 24:00 – Three Strong Relative Strength Stock Picks 31:00 – Reflecting on Previous Bear Market Buys 35:00 – Their Money Or Your Money?     Show Links: The Election presents a ‘Behavioral Trap’ for Investors Giving Cash to Family? Assess Merits of Gifts, Loans BlackRock says Gunman from Trump Rally appeared in Firm’s Ad     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 Election Behavioral Traps | Your Money Podcast – Episode 509 appeared first on Revere Asset Management.

 Is forecasting more reliable than ever before, or is it still a guessing game? The shop digs into the 10 stocks that represent the entirety of the S&P 500, why Harry Dent doesn’t always get it wrong, and why Piper Sandler’s dropping their forecasting before diving into the market’s begging broadening of the rally and why removing emotion through rules-based trading is ALWAYS the best way to trade. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates 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: Nowhere to Hide 09:00 – Mailbag: Why Selling Doesn’t Have to Be All or Nothing 12:45 – Mailbag: Biden VS Trump Chaos 17:30 – What’s in YOUR Portfolio? 18:30 – This Week in the Markets 28:30 – Rate-Sensitive Low-Risk Entry Sectors 34:30 – The Greatest Spread in Recorded History?! 39:00 – Red Meat for Retail Investors     Show Links: Worried about Biden and Trump wreaking havoc on your portfolio? There’s nowhere to hide! One Wall Street Firm drops S&P 500 Target, says Practice is Futile ETF Antidotes to a Top-Heavy S&P 500 Salim Ramji takes helm as Vanguard CEO as Firm Faces Criticism CAIS cuts fees, seeking to ‘Democratize’ Alternative Investments Where will the AI Super Cycle Lead? Follow Harry Dent at Your Own Peril     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 Bulletproof Stops in Election Year Chaos | Your Money Podcast – Episode 508 appeared first on Revere Asset Management.

 The Bear Markets are coming, the Bear Markets are coming! The shop rings in a Happy July Fourth with a special early edition of their Independence Day episode to talk about Vanguard’s new digital-forward hang-up-or-log-in strategy and how investors can avoid emotion-driven stock picking and investing before diving into this week’s market moves and a spirited round of two winners, one loser, and one scratch stock. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 06:30 – Underestimating Bear Market Risk 09:45 – This Week in the Markets 19:00 – Solar Storage Stocks for a Sunny Fourth 31:30 – CAVA Above Cost & Semiconductor Wins 43:45 – NVIDIA’s Big Reversal Day 48:00 – Hindsight in Real Time     Show Links: How Investors can Avoid Emotion-Driven Stock Picking and Investing Is Small Cap Exposure still a good idea… Asking for a Friend – Russell Investments (always look at advertiser/promoter) Schwab: Stocks showing bearish signals Vanguard warns customers to hang up and login or else? – (Talk to the Hand)     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 Always Winning, Always Learning | Your Money Podcast – Episode 507 appeared first on Revere Asset Management.

 Bear Market Diversification?! Some say it’s a legitimate strategy, but Don’s not so sure. The shop talks about the dangers of sitting in cash when high interest rates apply pressure in the markets and the key to avoiding the high interest rate cash trap before diving into the value of growtection amidst rapid market changes and a new AI-powered search engine that just might be giving Google a run for it’s money. Remember – it’s okay to be wrong, but it’s not okay to STAY wrong! In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 03:45 – World Famous Don-isms 06:15 – Great Bear Market Diversification Haunts Wall Street Pros 09:15 – Avoiding The High Interest Rate Cash Trap 13:00 – Mailbag: The Bigger the Bank, The Badder the Bond 26:00 – Sticking with Grotection 28:15 – This Week in the Markets 34:50 – A Winning Trade, A Losing Trade 41:50 – First Solar Solutions 44:40 – From Google Search to Perplexity.Ai     Show Links: Great ‘Bear Market’ in Diversification Haunts Wall Street Pros (maybe they’re NOT Pros then) A Fundamental Shift Higher in Valuations Americans chasing high interest rates risk falling into a cash trap (WSJ subscription) 10 Estate Planning Strategies to Address the Sunset of the 2017 Tax Exemptions At Blackstone’s $339 Billion Property Arm, the Honeymoon is Over IRS Audits shift focus from Ultra-Affluent Individuals to the Mere Wealthy Continuing Claims Mark 31-Month High, Pending Home Sales Hit All-Time Low: Jun 27, 2024 Israel and Hezbollah lurch closer to War     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 Bear Market Diversification?! | Your Money Podcast – Episode 506 appeared first on Revere Asset Management.