

Revere Asset Management - Your Money
Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates
The Your Money Radio Show, a summary of the past week’s stock market action and breakdown of all the news that the team at Revere Asset Management is following to help you understand the economy and the investment strategies we use to help our clients.
Episodes
Mentioned books

Jun 21, 2024 • 0sec
How To Keep Your NVIDIA Profits | Your Money Podcast – Episode 505
NVIDIA’s worth $3 Trillion?! Friend of the show Alex Koutoudis fills in for Don this week as the shop digs into NVIDIA’s meteoric growth rate (and whether or not it’s truly sustainable) before diving into strong bounces in the semiconductor sector, maintaining a bullish position among market inflation, and three growing names worth watching from every member of the team.
In this video for educational purposes only, Danny Stewart, Alex Koutoudis, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
00:00 – Opening Bell
03:00 – NVIDIA’s Explosive $3 Trillion Growth Rate
07:45 – Mailbag: Protecting Your NVIDIA Profits
14:00 – This Week in the Markets
17:25 – Strong Semiconductor Bounces
24:15 – Downturn Signals Among Market Inflation
28:45 – The Three Favorite Names Roundtable
45:15 – Mailbag: Playing Tesla’s AI Growth Strategies
51:00 – Demystifying the Forever Stock
59:45 – Mailbag: Transparency & Your Money
—
Show Links:
Why Concentrated Stock Positions are a ‘Loser’s Game’
https://www.fa-mag.com/news/the-risk-and-underperformance-of-concentrated-stock-positions-78253.html
Everything with Nvidia is ‘all good news’ in near term: Analyst (NVDA Meteoric Rise)
https://finance.yahoo.com/news/nvidia-overtakes-microsoft-as-most-valuable-stock-in-the-world-172859451.html
Nvidia’s surge reveals a pitfall of passive investing: Morning Brief
https://finance.yahoo.com/news/nvidias-surge-reveals-a-pitfall-of-passive-investing-morning-brief-100128356.html
Markets should expect a ‘bigger crash’ than 2008, ’09: Harry Dent (The Broken Clock!)
https://www.foxbusiness.com/media/economist-harry-dent-predicts-stock-market-crash-worse-2008-crisis-bubble-bubbles
Real Estate Investors are wiped out in bets fueled by Wall Street Loans
https://www.fa-mag.com/news/real-estate-investors-are-wiped-out-in-bets-fueled-by-wall-street-loans-78385.html
Firms still trying to figure out DOL Rule’s Fiduciary Exceptions, Attorney Says
https://www.fa-mag.com/news/firms-still-trying-to-figure-out-dol-rule-s-fiduciary-exceptions–attorney-says-78481.html
Why India remains our favorite emerging markets growth story post-election
https://www.advisorpedia.com/etf/why-india-remains-our-favorite-emerging-markets-growth-story-post-election
Ethereum ETF’s Last-Minute Approval Reveals a Massive Shift
https://www.thinkadvisor.com/2024/06/14/ethereum-etfs-last-minute-approval-reveals-a-massive-shift
Roth Conversions can pack nasty State-Tax surprise, Advisors warn
https://www.fa-mag.com/news/roth-conversions-can-pack-nasty-state-tax-surprise–advisors-warn-78499.html
—
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, just go to Revere Asset.com.
The post How To Keep Your NVIDIA Profits | Your Money Podcast – Episode 505 appeared first on Revere Asset Management.

Jun 11, 2024 • 0sec
Revealing Our FIFTEEN Favorite Stocks | Your Money Podcast – Episode 504
Should you be cashing in on the solar market? Medical? What about Crowdstrike and Cava? The shop jumps into the markets in a special early edition of Your Money to talk about understanding the fine lines in beneficiary designations and why economists are feasting on the Fed’s late moves on interest rates before diving into a roundtable discussion of our fifteen favorite stocks to watch heading into the summer.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
00:00 – Opening Bell
02:00 – Beneficiary Designations – Girlfriend Collects $1M
05:45 – Feasting on Interest – Economists on The Fed
10:00 – This Week in the Markets
14:15 – Ted’s Top Five – TMDX, COIN, HIMS, MU, ABGO
23:00 – Connor’s Top Five – ONON, NXT, TAN, PSTG, RDDT
30:30 – Don’s Top Five – CRWD, NVDA, CAVA, FSLR, ARKK
—
Show Links:
Fed won’t move interest rates this week, but meeting will be a feast for economist
https://www.marketwatch.com/story/fed-wont-move-interest-rates-next-week-but-meeting-will-still-be-a-feast-for-economists-63cdc121
Inflation data this week could help Fed’s timetable for rate cuts
https://apnews.com/article/federal-reserve-inflation-prices-interest-rates-cuts-bdc7b2c3fd2b8fa736cae737124c8870
His Ex is Getting His $1Million Retirement Account: They Broke Up in 1989
https://www.wsj.com/personal-finance/inherited-retirement-savings-beneficiary-breakup-divorce-849e3ff2
—
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, just go to Revere Asset.com.
The post Revealing Our FIFTEEN Favorite Stocks | Your Money Podcast – Episode 504 appeared first on Revere Asset Management.

Jun 7, 2024 • 0sec
Roaring at Gamestop | Your Money Podcast – Episode 503
Is Roaring Kitty playing fair at Gamestop?! Keith Gill’s run at the top and whether or not he’s crossing the legal line is the story of the week as the shop digs into the stock market moving to Texas and Fidelity’s new pressure on ETF’ before diving into undercutting the solar sector and Ted’s market withdrawals while vacationing in Hawaii.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
00:00 – Opening Bell
03:00 – Let’s Talk REITs
08:30 – Roaring Kitty’s Gamestop Pump
14:30 – Fidelity Puts Pressure on ETF’s
17:15 – Mailbag: Inflating The Price of Eggs
19:00 – Mailbag: Fundamentals Against Meme Stocks
21:30 – This Week in the Markets
31:00 – Small Caps or Large Caps?
35:00 – Undercutting the Solar Sector
40:30 – Breadth & Sentiment in Market Support
45:00 – Market Withdrawals
—
Show Links:
GameStop Shares soar as Keith Gill (Roaring Kitty) Schedules YouTube Return
https://www.thinkadvisor.com/2024/06/06/gamestop-shares-soar-as-keith-gill-schedules-youtube-return
Is U.S. Dominance in Global Equity Indices Overdone?
https://www.advisorpedia.com/strategists/is-us-dominance-in-global-equity-indices-overdone
Some Americans live in a parallel economy where everything is terrible
https://finance.yahoo.com/news/some-americans-live-in-a-parallel-economy-where-everything-is-terrible-162707378.html
Fidelity piles on the Pay to Play pressure on ETF issuers
https://www.thinkadvisor.com/2024/06/04/fidelity-piles-on-the-pay-to-play-pressure-to-etf-issuers
KKR injects capital into Private REIT as investors unload U.S. real estate
https://www.fa-mag.com/news/kkr-tries-new-tactic-to-address-private-reit-redemptions-hitting-blackstone–starwood-78366.html
Texas to take on the NYSE with a New Stock Exchange
https://www.thinkadvisor.com/2024/06/05/texas-to-take-on-nyse-with-new-stock-exchange
U.S. Inflation Calculator since 1940
https://www.in2013dollars.com/us/inflation/1940?amount=0.33
—
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, just go to Revere Asset.com.
The post Roaring at Gamestop | Your Money Podcast – Episode 503 appeared first on Revere Asset Management.

10 snips
May 31, 2024 • 0sec
Has NVIDIA Flown Too Close to the Sun? | Your Money Podcast – Episode 502
The podcast discusses NVIDIA's stock trajectory, avoiding losses in interval funds, momentum trading, S&P rollover, and investing in footwear stocks. They also touch on the Icarus syndrome, the greater fool theory, and market trends impacting personal consumption.

May 24, 2024 • 0sec
NVIDIA’s One-Stock Wonder | Your Money Podcast – Episode 501
Sell in May and Go Away? Or Stay in May and Make Some Hay?! The shop talks NVIDIA’s one-stock day this week, Investor Business Daily’s newfound approach to retirement savings, and the power trends that may be driving prices in the next nine months before diving into whether or not it’s worth trading NVIDIA on margin and the three breadth charts worth watching in the next six trading months. Remember – even if it’s a narrow market, as long as you’re in the narrow, you’re okay!
In this video for educational purposes only, Danny Stewart, Don Vandenbord, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
—
00:00 – Opening Bell
01:45 – It’s a POWER TREND!
07:00 – Forecasting for Political Winds
08:45 – Mailbag: IBD Prepares for Retirement
13:30 – Mailbag: Buying NVIDIA on Margin
22:30 – This Week in the Markets
37:30 – De-WORSE-ification!
42:00 – Six Months Out with Three Breadth Charts
48:00 – Overweight & Underweight in Asset Allocation
—
Show Links:
Is a Market Melt-Up Coming? Here are the Risks to Watch: Ed Yardeni
https://www.thinkadvisor.com/2024/05/21/is-a-market-melt-up-coming-here-are-the-risks-to-watch-ed-yardeni
Financial Planning Fees: Save More For Retirement With DIY Strategies
Financial Planning Fees: Save More For Retirement With DIY Strategies
Is Scarlett Johannson Going To Take over the World?
https://www.advisorpedia.com/fintech/is-scarlett-johannson-going-to-take-over-the-world
New Study links partial retirement to a surge in spending! What Gives?
https://www.thinkadvisor.com/2024/05/22/a-new-study-links-partial-retirements-to-a-surge-in-spending-what-gives
Best & Worst Broker-Dealers: Q1 Earnings, 2024
https://www.thinkadvisor.com/2024/05/22/best-worst-broker-dealers-q1-earnings-2024
Charles Schwab Bank Fraud Dept Text Message Scam
Charles Schwab Bank Fraud Dept Text Message Scam
T+1 Trade Settlement starts Tuesday, be ready SEC Chief warns
https://www.thinkadvisor.com/2024/05/23/t1-starts-tuesday-be-ready-sec-chief-warns
—
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, just go to Revere Asset.com.
The post NVIDIA’s One-Stock Wonder | Your Money Podcast – Episode 501 appeared first on Revere Asset Management.

May 17, 2024 • 52min
Is Motley The Fool? | Your Money Podcast – Episode 500
Are you getting sold to a big-box advisor? Who’s the real fool here? Danny goes toe-to-toe with the Motley Fool this week while Don checks in on IBD Live before diving into percentage investments in overseas markets, tracking highs against lows in the NASDAQ, and the secret to buying the pullback with a few stocks worth watching for smarter 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.
—
00:00 – Opening Bell
02:30 – Playing the (Motley) Fool
13:15 – Are You Being Sold?
16:10 – Mailbag: Percentage Investments in European Markets
27:45 – Don Vandenbord on IBD Live
33:00 – This Week in the Markets
36:00 – REBAR Risk Manageemnt
41:00 – Tracking Highs in the NASDAQ
46:15 – Buying the Pullback with GROTECTION
—
Show Links:
Fact or fiction: Congress stole from Social Security?
https://www.fool.com/retirement/2024/05/12/fact-fiction-congress-stole-from-social-security/
How to pass down and IRA
https://www.thinkadvisor.com/2024/05/14/how-to-pass-down-an-ira
Creative Planning joins Fidelity referral program (are YOU the Product getting sold?!)
https://www.thinkadvisor.com/2024/05/13/creative-planning-joins-fidelity-referral-program
Lawmakers move to torpedo new DOL Fiduciary Rule
https://www.thinkadvisor.com/2024/05/15/lawmakers-move-to-torpedo-new-dol-fiduciary-rule
—
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, just go to Revere Asset.com.
The post Is Motley The Fool? | Your Money Podcast – Episode 500 appeared first on Revere Asset Management.

May 10, 2024 • 52min
Is The Trend Your Friend? | Your Money Podcast – Episode 499
A whistleblower claims Fidelity’s been pushing their clientele into higher-priced products, a romantic relationship gone sour turns a 401k into a mess, and do you fancy yourself a weekend warrior? The shop digs into the true value of journaling in trading, screening processes for weekend traders, and a bar-by-bar analysis of the NASDAQ’s recent moves. Remember – the trend is your friend, until the bend at the end!
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.
—
00:00 – Opening Bell
01:45 – Fidelity’s High-Priced Whistleblower
04:00 – Beneficiaries – A Cautionary Tale
07:00 – Journaling – A Stock Buyer’s Bible
14:45 – ‘Iron Cojones’ Stewart: A Cautionary Tale
20:00 – Returns are NOT Under the Bell Curve!
26:30 – This Week in the Markets
30:30 – If You Sell, How Do You Get Back In?
38:30 – Screening Processes for the Weekend Warrior
45:45 – Bar-By-Bar NASDAQ Analysis
52:30 – Doing the Work VS Pie-Chart Advisors
—
Show Links:
Stock Buybacks hit highest level since 2018
https://finance.yahoo.com/news/stock-buybacks-hit-highest-level-since-2018-080010937.html
Social Security Retirement Fund will run dry in 2033: Trustees Report
https://www.thinkadvisor.com/2024/05/06/social-security-retirement-fund-will-run-dry-in-2033-trustees-report
Fidelity Whistleblower claims Financial Advisors were “Pressured” to Push High-Fee Products
https://www.financialadvisoriq.com/c/4502804/587034/fidelity_whistleblower_claims_were_pressured_push_high_products
Trustee says Schwab is Hoarding his Father’s Money: Lawsuit
https://www.thinkadvisor.com/2024/05/07/trustee-says-schwab-is-hoarding-his-fathers-money-lawsuit
What the New FDIC Limits of Trust Mean for Advisors
https://www.thinkadvisor.com/2024/05/07/what-the-new-fdic-limits-on-trusts-mean-for-advisors
IRS releases 2025 Contribution Limits for HSAs
https://www.thinkadvisor.com/2024/05/09/irs-releases-new-2025-inflation-adjustments-for-hsas
SEC gets Court’s help to Subpoena FA in Cherry-Picking Probe
https://www.financialadvisoriq.com/pc/4505994/588264?all=true
—
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, just go to Revere Asset.com.
The post Is The Trend Your Friend? | Your Money Podcast – Episode 499 appeared first on Revere Asset Management.

May 3, 2024 • 52min
Higher Rates Here to Stay? | Your Money Podcast – Episode 498
Are you ready to die? The shop digs into the DONT’S of estate planning and why Paul Krugman’s high-interest-rate theory may not hold as much water as you might think before diving into China’s building character change and where the sweet spot for big movers can be found when it comes to finding lower floats.
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.
—
00:00 – Opening Bell
02:45 – The 7 Mistakes To Avoid in End-of-Life Planning
07:30 – Paul Krugman: Are Higher Rates Are Here to Stay?
22:15 – This Week in the Markets
32:10 – Charting China’s Character Change
42:00 – Marketcaps and Lower Floats with MarketChameleon
53:30 – Mailbag: Strategizing for Grotection on Familial Assets
59:15 – Mailbag: Finding Footing Following Volatility
—
Show Links:
Deciphering Retail Sales Data: Does It Truly Reflect a Strong Consumer
https://www.advisorpedia.com/markets/deciphering-retail-sales-data-does-it-truly-reflect-a-strong-consumer
7 End of Life Tax Planning Mistakes to Avoid: Jeff Levine
https://www.thinkadvisor.com/2024/04/30/jeff-levine-7-end-of-life-tax-planning-mistakes-to-avoid
Are bonds gonna party like it’s 1999: Paul Krugman (NYT subscription Required!)
https://www.nytimes.com/2024/04/30/opinion/interest-rates-economy.html
AI’s Future hinges on Crypto
https://www.advisorpedia.com/cryptocurrency/ais-future-hinges-on-crypto
Vanguard: Now’s the Time for TIPs
https://www.thinkadvisor.com/2024/04/23/vanguard-nows-the-time-for-tips
Stifel CEO says Final DOL Rule ‘Less Restrictive’ than he feared
https://www.thinkadvisor.com/2024/04/29/stifel-ceo-finds-pleasant-surprises-in-final-dol-fiduciary-rule
Fiduciary Rule Spares Salespeople, But Layers Urge Caution
https://www.financialadvisoriq.com/pc/4492854/583584?all=true
—
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, just go to Revere Asset.com.
The post Higher Rates Here to Stay? | Your Money Podcast – Episode 498 appeared first on Revere Asset Management.

Apr 26, 2024 • 52min
Is the Bull Market Over? | Your Money Podcast – Episode 497
Is the bull market over? The shop digs into corporate taxes and Spotify’s stop-loss positioning before diving into anchored VWAP’s, where bearish sentiment is headed, and where the best spots are for getting in on the retail restaurant boom.
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.
—
00:00 – Opening Bell
03:00 – Taxes, Taxes, Taxes
10:15 – Mailbag: Trading from Puerto Vallarta
17:00 – Mailbag: Spotify’s Stop-Loss Positioning
24:15 – Ted’s Anchored VWAP Tutorial
33:00 – Tracking Retail Restaurants for Growth
43:00 – Subtleties in the Retail Tea Leaves
—
Show Links:
Gary Shilling: Sky high stock prices are a cause for worry
https://www.thinkadvisor.com/2024/04/19/gary-shilling-sky-high-stock-prices-a-cause-for-worry
Just a Correction, or Is the Bull Market Over?
https://www.advisorpedia.com/markets/just-a-correction-or-is-the-bull-market-over
New Stock ETFs with 100% Downside Protection are Coming
https://www.thinkadvisor.com/2024/04/22/new-stock-etfs-with-100-downside-protection-are-coming
DOL Releases Final Fiduciary Rule
https://www.thinkadvisor.com/2024/04/23/dol-releases-final-fiduciary-rule
Ed Slott: Final Fiduciary Rule goes all in on IRA Rollovers
https://www.thinkadvisor.com/2024/04/24/ed-slott-final-dol-fiduciary-rule-goes-all-in-on-rollovers
Fiduciary Rule Regs may cut $5,000 in Annual Fees per Annuity Pro: DOL (Hint: DON’T DO ANNUITIES!)
https://www.thinkadvisor.com/2024/04/24/fiduciary-rule-regs-may-cut-5000-in-annual-fees-per-annuity-pro-dol
—
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, just go to Revere Asset.com.
The post Is the Bull Market Over? | Your Money Podcast – Episode 497 appeared first on Revere Asset Management.

Apr 19, 2024 • 52min
Selling Stocks, Bitcoin Halving, & Mega RMDs – Oh My! | Your Money Podcast – Episode 496
Ready for the Great Bitcoin Halving? Why not just have a sell discipline? And are you giving up all the gains you’ve made this year? The shop digs into the government’s new ‘Mega RMDs’ and the best time to take them along with the true value of having a quality sell discipline before unpacking the expectations around this year’s Great Bitcoin Halving and why this week’s NAAIM number might be worth watching for smarter market positioning.
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.
—
00:00 – Opening Bell
04:15 – Mailbag: Valuing Your Sell Discipline
10:30 – Mailbag: Debunking the Average Rate of Return
16:30 – This Week in the Markets
25:00 – The Great Bitcoin Halvening
31:45 – NAAIM Numbers & Breadth Expectations
38:30 – Last Fall’s Three-Waves-Down S&P Correction
—
Show Links:
The legal system is closing in on crypto, and things may only get worse
https://www.latimes.com/business/story/2024-04-10/the-legal-system-is-closing-in-on-crypto-and-it-may-only-get-worse
Sequence of Returns: A Tale of Two Investors
https://www.advisorpedia.com/chart-center/sequence-of-returns-a-tale-of-two-investors
High rates haven’t always been a problem for stocks
https://finance.yahoo.com/news/high-rates-havent-always-been-a-problem-for-stocks-080028534.html
Pension Funds are pulling 100s of Billions from stocks – (WSJ subscription)
https://www.wsj.com/finance/investing/pension-funds-stocks-bonds-679b8536
Fidelity rolls out 3 new ETFs (buffered bc fear demand)
https://www.thinkadvisor.com/2024/04/11/fidelity-rolls-out-3-new-etfs
Debate: Should the Government force Mega-RMDs on Massive Retirement Accounts?
https://www.thinkadvisor.com/2024/04/15/debate-should-the-government-force-mega-rmds-on-massive-retirement-accounts
IRS waives 2024 RMDs for Beneficiary IRAs under the 10 Year Rule
https://www.thinkadvisor.com/2024/04/17/irs-waives-2024-rmds-for-ira-beneficiaries-under-10-year-rule
Vanguard to exit individual 401k business
https://www.thinkadvisor.com/2024/04/16/vanguard-to-exit-individual-401k-business
—
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, just go to Revere Asset.com.
The post Selling Stocks, Bitcoin Halving, & Mega RMDs – Oh My! | Your Money Podcast – Episode 496 appeared first on Revere Asset Management.


