Revere Asset Management - Your Money

Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.

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