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    Explore " trading stocks" with insightful episodes like "#81 | Supreme Court Case Impact on Sofi | EV Company goes Bankrupt | JOBY Approved to take flight? || Pounders Thesis Pick #2 UiPath ($PATH)", "#80 Elon vs Musk Fight Preview | FTC Sues Amazon| Pounders Thesis Pick $U (Unity) w/ @StockSavvyShay", "#79 | Hosts @AviNMash and @JoeySolitro | Happy Fathers Day | AMD next NVDA? | DermaTech | Adobe Crushes Earnings | Tesla Continues to Lead | What happened with Cava IPO? |", "#78 | Apple and Tesla Outlooks | Preview of Kava IPO | WTF happening in Crypto & Coinbase? | Why is Google being overlooked in the AI Space | Is Sea Limited is explosion ready, or do we hold steady?" and "#77: Time To Pour Money Back in or Maintain Caution? Chinese Companies Ready or no? | Fake AI Companies are the new SPACs" from podcasts like ""Pounding The Table: Stocks, Options, And Weekly Market News", "Pounding The Table: Stocks, Options, And Weekly Market News", "Pounding The Table: Stocks, Options, And Weekly Market News", "Pounding The Table: Stocks, Options, And Weekly Market News" and "Pounding The Table: Stocks, Options, And Weekly Market News"" and more!

    Episodes (100)

    #81 | Supreme Court Case Impact on Sofi | EV Company goes Bankrupt | JOBY Approved to take flight? || Pounders Thesis Pick #2 UiPath ($PATH)

    #81 | Supreme Court Case Impact on Sofi | EV Company goes Bankrupt | JOBY Approved to take flight? || Pounders Thesis Pick #2 UiPath ($PATH)

    #81 | Supreme Court Case Impact on Sofi | EV Company goes Bankrupt | JOBY Approved to take flight? || Pounders Thesis Pick #2 UiPath ($PATH)
     
    Hosts @AviNMash and @JoeySolitro are joined by guest host @StockSavvyShay for another Thesis Pick!

    Interested in Being a Sponsor?  Email us at Hosts@PoundingTheTablePodcast.com

    Legal Disclaimer:
    The thoughts and opinions expressed on this podcast, are solely for entertainment purposes and should not be construed as investment advice. The content provided is based on personal experiences, analysis, and general knowledge about stocks and the financial market.The information shared on this podcast is not intended to be a substitute for professional financial advice. Listeners should always consult with a qualified financial advisor or professional before making any investment decisions. Investing in stocks and other financial instruments carries inherent risks, and individuals should carefully consider their own financial situation, risk tolerance, and investment goals before engaging in any investment activities.The hosts and guests on this podcast are not licensed financial advisors or professionals. They are sharing their personal opinions and experiences, which may not be suitable for everyone. The accuracy, completeness, and timeliness of the information presented cannot be guaranteed, as the stock market and investment landscape are subject to constant changes.

    Any actions taken based on the content of this podcast are done at the listener's own risk. The podcast hosts, guests, and producers assume no responsibility or liability for any investment decisions, losses, or damages incurred as a result of the information provided on the podcast.

    #80 Elon vs Musk Fight Preview | FTC Sues Amazon| Pounders Thesis Pick $U (Unity) w/ @StockSavvyShay

    #80 Elon vs Musk Fight Preview | FTC Sues Amazon| Pounders Thesis Pick $U (Unity) w/ @StockSavvyShay

    #80 |  Elon vs Musk Fight Preview | FTC Sues Amazon| Pounders Thesis Pick $U (Unity)
     
    Hosts @AviNMash and @JoeySolitro are joined by guest host @StockSavvyShay |
     

    Legal Disclaimer:
    The thoughts and opinions expressed on this podcast, are solely for entertainment purposes and should not be construed as investment advice. The content provided is based on personal experiences, analysis, and general knowledge about stocks and the financial market.The information shared on this podcast is not intended to be a substitute for professional financial advice. Listeners should always consult with a qualified financial advisor or professional before making any investment decisions. Investing in stocks and other financial instruments carries inherent risks, and individuals should carefully consider their own financial situation, risk tolerance, and investment goals before engaging in any investment activities.The hosts and guests on this podcast are not licensed financial advisors or professionals. They are sharing their personal opinions and experiences, which may not be suitable for everyone. The accuracy, completeness, and timeliness of the information presented cannot be guaranteed, as the stock market and investment landscape are subject to constant changes.

    Any actions taken based on the content of this podcast are done at the listener's own risk. The podcast hosts, guests, and producers assume no responsibility or liability for any investment decisions, losses, or damages incurred as a result of the information provided on the podcast.

    #79 | Hosts @AviNMash and @JoeySolitro | Happy Fathers Day | AMD next NVDA? | DermaTech | Adobe Crushes Earnings | Tesla Continues to Lead | What happened with Cava IPO? |

    #79 | Hosts @AviNMash and @JoeySolitro | Happy Fathers Day | AMD next NVDA? | DermaTech | Adobe Crushes Earnings | Tesla Continues to Lead | What happened with Cava IPO? |

    #79 | Hosts @AviNMash and @JoeySolitro | Happy Fathers Day | AMD next NVDA? | DermaTech | Adobe Crushes Earnings | Tesla Continues to Lead | What happened with Cava IPO? | 
     
     

    Legal Disclaimer:
    The thoughts and opinions expressed on this podcast, are solely for entertainment purposes and should not be construed as investment advice. The content provided is based on personal experiences, analysis, and general knowledge about stocks and the financial market.The information shared on this podcast is not intended to be a substitute for professional financial advice. Listeners should always consult with a qualified financial advisor or professional before making any investment decisions. Investing in stocks and other financial instruments carries inherent risks, and individuals should carefully consider their own financial situation, risk tolerance, and investment goals before engaging in any investment activities.The hosts and guests on this podcast are not licensed financial advisors or professionals. They are sharing their personal opinions and experiences, which may not be suitable for everyone. The accuracy, completeness, and timeliness of the information presented cannot be guaranteed, as the stock market and investment landscape are subject to constant changes.

    Any actions taken based on the content of this podcast are done at the listener's own risk. The podcast hosts, guests, and producers assume no responsibility or liability for any investment decisions, losses, or damages incurred as a result of the information provided on the podcast.

    #78 | Apple and Tesla Outlooks | Preview of Kava IPO | WTF happening in Crypto & Coinbase? | Why is Google being overlooked in the AI Space | Is Sea Limited is explosion ready, or do we hold steady?

    #78 | Apple and Tesla Outlooks | Preview of Kava IPO |  WTF happening in Crypto & Coinbase? | Why is Google being overlooked in the AI Space | Is Sea Limited is explosion ready, or do we hold steady?

    #78 | Hosts @AviNMash and @JoeySolitro | Apple and Tesla Outlooks | Preview of Kava IPO |  WTF happening in Crypto & Coinbase? | Why is Google being overlooked in the AI Space | Is Sea Limited is explosion ready, or do we hold steady?
     

    Much of the Content we pull weekly from one of our new favorite daily newsletter for traders: Morning Brief w/ Kevin D. If you want daily professional market commentary from a 25-year trading veteran and news that makes you money, you need to join the other 4,600 traders reading Morning Brief w/ Kevin D. It's concise, you can read it in 5 minutes, and it cuts out all the noise from traditional finance outlets. Right now, they’re giving a $50 Amazon gift card to someone random who signs up from our podcast, so sign up with the link below!

    https://www.joinmorningbrief.com/ptt-pod

    Legal Disclaimer:
    The thoughts and opinions expressed on this podcast, are solely for entertainment purposes and should not be construed as investment advice. The content provided is based on personal experiences, analysis, and general knowledge about stocks and the financial market.The information shared on this podcast is not intended to be a substitute for professional financial advice. Listeners should always consult with a qualified financial advisor or professional before making any investment decisions. Investing in stocks and other financial instruments carries inherent risks, and individuals should carefully consider their own financial situation, risk tolerance, and investment goals before engaging in any investment activities.The hosts and guests on this podcast are not licensed financial advisors or professionals. They are sharing their personal opinions and experiences, which may not be suitable for everyone. The accuracy, completeness, and timeliness of the information presented cannot be guaranteed, as the stock market and investment landscape are subject to constant changes.

    Any actions taken based on the content of this podcast are done at the listener's own risk. The podcast hosts, guests, and producers assume no responsibility or liability for any investment decisions, losses, or damages incurred as a result of the information provided on the podcast.

    #77: Time To Pour Money Back in or Maintain Caution? Chinese Companies Ready or no? | Fake AI Companies are the new SPACs

    #77:  Time To Pour Money Back in or Maintain Caution?  Chinese Companies Ready or no? |  Fake AI Companies are the new SPACs

    On this Episode of Pounding The Table @AviNMash and @JoeySolitro discuss:

    -  The recent run up in the market if it is warranted?
    - Watch out for FAKE Ai companies
    - China Companies green light or hold off? 
    - Jamie Dimon might run for president, and weekly highlights.  Big shout out to our friends at Morning Brief w/ Kevin D (See below)

    Companies Discussed:
    Nvidia, SentinelOne, Crowdstrike, Google, , OpenAi, Twitter, C3ai

    The content in the podcast is inspired from one of our new favorite daily newsletter for traders: Morning Brief w/ Kevin D. If you want daily professional market commentary from a 25-year trading veteran and news that makes you money, you need to join the other 4,600 traders reading Morning Brief w/ Kevin D. It's concise, you can read it in 5 minutes, and it cuts out all the noise from traditional finance outlets. Right now, they’re giving a $50 Amazon gift card to someone random who signs up from our podcast, so sign up with the link below! 

    https://www.joinmorningbrief.com/


    DISCLAIMER: 

    The thoughts and opinions expressed on this podcast, are solely for entertainment purposes and should not be construed as investment advice. The content provided is based on personal experiences, analysis, and general knowledge about stocks and the financial market.The information shared on this podcast is not intended to be a substitute for professional financial advice. Listeners should always consult with a qualified financial advisor or professional before making any investment decisions. Investing in stocks and other financial instruments carries inherent risks, and individuals should carefully consider their own financial situation, risk tolerance, and investment goals before engaging in any investment activities.The hosts and guests on this podcast are not licensed financial advisors or professionals. They are sharing their personal opinions and experiences, which may not be suitable for everyone. The accuracy, completeness, and timeliness of the information presented cannot be guaranteed, as the stock market and investment landscape are subject to constant changes.

    Any actions taken based on the content of this podcast are done at the listener's own risk. The podcast hosts, guests, and producers assume no responsibility or liability for any investment decisions, losses, or damages incurred as a result of the information provided on the podcast.

    Interview w/ Brian Espisito: Launched Kim Kardashian Beauty Brand | Staxx $1B Valuation | Involvement in Facebook IPO | Life Lessions

    Interview w/ Brian Espisito:  Launched Kim Kardashian Beauty Brand | Staxx $1B Valuation | Involvement in Facebook IPO | Life Lessions

    @AviNMash is joined by serial entrepreneur Brian Espisito who has launched Kim Kardashian Beauty Brand, helped Staxx get to a $1B Valuation was involved in numerous early IPO's including Facebook and incredible interview learning from a very successful entrepenueur. 

    Invest in Real Estate for as little as $10 and Alternative Investments | Interview w/ Groundfloor Finance CEO Interview -

    Invest in Real Estate for as little as $10 and Alternative Investments | Interview w/ Groundfloor Finance CEO Interview -

    @AviNMash is joined by @Brian_Dally  CEO of @Groundfloor_com to discuss alternative investments and using Groundfloor to invest in Real Estate with as little as $10. 

    This is NOT an AD and we have no investment and were not paid for this podcast by Groundfloor, we truly think this is an awesome platform! 

    The thoughts on this podcast are for entertainment and research purposes only and do not constitute as Financial Advice 

    RMD Sticker Shock? How to Ease Your Tax Burden

    RMD Sticker Shock? How to Ease Your Tax Burden

    In today’s episode, Alyssa Stankiewicz, associate director of sustainability research from Morningstar Research Services, and Megan Pacholok, manager research analyst from Morningstar Research Services, discuss the Labor Department’s rule change involving ESG funds in workplace retirement plans.

     

    00:00 Introduction

    00:47 The FTC tries to block Microsoft over their attempted buyout of Activision Blizzard 

    02:04 Campbell cooked up a strong start to the fiscal year

    02:55 Chewy chewed up some strong Q3 earnings

    04:23 What plan sponsors like employers are required to do when creating retirement plans?

    05:30 What was the Trump-era policy concerning ESG funds?

    07:13 What are the changes under the Biden era?

    08:26 Alyssa just mentioned qualified default investment alternatives, or QDIAs. And employers, sometimes they use these for workers who make retirement contributions but don't make investment choices. What do employers typically pick here?

    09:42 How could ESG funds factor into an employer’s decision?

    10:59 Different perspectives about the adoption of ESG funds in workplace plans

    14:18 Tips on Taking Last-Minute RMDs in 2022

     

     

    Read about topics from this episode.  

    Microsoft Stock Attractive Whether or Not Activision Deal Goes Through

    Alternative Funds Are Winners in 2022

    90% of Companies Are Developing an ESG Strategy

    If You Haven't Taken RMDs Yet in 2022, Watch This Video

    Who Does and Doesn’t Get to Skip RMDs Under the New 10-Year Rule

     

     

    What to watch from Morningstar.

    Top Retail Stocks on Sale This Holiday Season

    Should You Buy Dividend Stocks in a Recession?

    Retiring Soon? Make Sure to Check Your Asset Allocation

    Cheap Stocks For You to Consider

     

    Read what our team is writing:

    Christine Benz

    Alyssa Stankiewicz

    Megan Pacholok

     

    Follow us on social media.

    Ivanna Hampton on Twitter: @IvannaHampton

    Christine Benz on Twitter: @Christine_Benz

    Facebook: https://www.facebook.com/MorningstarInc/

    Twitter: https://twitter.com/MorningstarInc

    Instagram: https://www.instagram.com/morningstar... 

    LinkedIn: https://www.linkedin.com/company/5161/

    Should You Buy Dividend Stocks in a Recession?

    Should You Buy Dividend Stocks in a Recession?

    Will dividends continue to do well in a rising interest-rate environment? Plus, Bob Iger is CEO of Disney again, and Visa has a new CEO, too. And speaking of executives, Warren Buffett’s Berkshire has finally started spending some of the cash in its kitty. Find out how in this week’s episode.     

     

    Timestamps

    00:38 Berkshire Hathaway Deserves More Credit 

    01:40 Dick's Sporting Goods Rallied Big in Q3

    02:35 Visa’s CEO is Stepping Down

    03:26 What happened at Disney, and more importantly, why?

    05:06. Bob Iger has delayed his retirement multiple times, and now is back. Will he likely stick to his two year contract, do you think?

    05:46 What does this mean for Disney shareholders – and your expectation for the stock?

    06:56 Are Dividend Stocks a Good Investment Today?

     

     

    Read about topics from this episode.  

    5 Takeaways From Berkshire Hathaway’s 2021 Shareholder Letter

    Which Retail Stocks Are Well-Positioned for 2022 Holiday Sales?

    The Best- and Worst-Performing Stocks: Q3 2022

    Visa Earnings Show Continued Strong Growth; Stock Slightly Undervalued

    Energy Stocks Power Ahead on Earnings Gushers

     

    Utilities Brighten Under Cloud of Recession, but Future Dim at Lofty Valuations

     

     

    What to watch from Morningstar.

    Retiring Soon? Make Sure to Check Your Asset Allocation

    Cheap Stocks For You to Consider

    What to Buy or Skip: I Bonds, Apple, Amazon, or Meta

    Where to Park Your Cash and Find Recession-Resistant Stocks

    Markets are Undervalued, and We Highlight Some Cheap Stocks!

    We Examine Tesla's Stock and the Risks of a Strong Dollar

     

    Read what our team is writing:

    Ruth Saldanha

    Susan Dziubinski

    David Harrell

     

    Follow us on social media.

    Ruth Saldanha on Twitter: @karishmaruth

    David Harrell on Twitter: @davidharrell

    Facebook: https://www.facebook.com/MorningstarInc/

    Twitter: https://twitter.com/MorningstarInc

    Instagram: https://www.instagram.com/morningstar... 

    LinkedIn: https://www.linkedin.com/company/5161/

     

    A True Value Manager: Dale Harvey

    A True Value Manager:  Dale Harvey

    Poplar Forest Fund's CEO and Founder, Dale Harvey, talks with Blair Lewis about why right now is the time to be heavily weighted in true value stocks.

    Dale also talks about being born to manage value portfolios, who he immolated in the space and why he doesn't style drift.

    Other topics include being an effective manager, how to frame your thinking when becoming an entrepreneur and the disconnect between how people should invest and how they actually do invest.

    EP 75: Thanksgiving Special [Win $1,000 in Competition w/ Zingeroo Founder Zoe Barry]

    EP 75: Thanksgiving Special [Win $1,000 in Competition w/ Zingeroo Founder Zoe Barry]
    $1,000 Stock Contest Link: https://apps.zingeroo.com/table @AviNMash and @AnthonyOhayon are joined by the Founder of @zingeroo_inc (Zoey Barry) to discuss a special Pounding the Table Stock Competition where you can win up to $1,000 in prizes (psst... little secret, the next one is going to MUCH bigger). Disclaimer: Pounding The Table is for entertainment purposes only and should never be construed as financial advice. Please always seek a registered Financial Advisor tDisclosures: "All investments involve risk and the past performance of a security, or financial product does not guarantee future results or returns. Securities offered by Z-Squared Securities, LLC, Member of FINRA/SIPC. Zingeroo.com/disclosure This is not an offer, solicitation of an offer, or advice to buy or sell securities, or open a brokerage account in any jurisdiction where Z-Squared is not registered. Options involve risk and are not suitable for all investors. For more information read the Characteristics and Risks of Standardized Options. For a copy, visit Zingeroo.com/disclosure-library or call 201-371-4360. Cash rewards subject to standard account approval. Please allow up to 5 business days for rewards to reflect in account. Users are not required to place trades prior to claiming reward. For more info: Zingeroo.com/rewards Once the Zone is complete, you will be notified if you are eligible for an award. The award shares will be placed in your Zingeroo account within 5 to 7 business days after the Zone ends. The value of all awards received may be reported as income. You will be entitled to receive any and all dividends or other distributions paid with respect to the award shares, although the tax treatment may differ from that of shares purchased by you. You are responsible for all tax payment and reporting obligations that arise from the ownership of the shares, the subsequent sale or other disposition of the shares. For more information on zones see: https://zingeroo.com/knowledge-base & https://zingeroo.com/1000-pounding-the-table-zone/"

    Rising Interest Rates Make Bond Ladder ETFs More Appealing

    Rising Interest Rates Make Bond Ladder ETFs More Appealing

     In today’s episode, Saraja Samant, a manager research analyst for Morningstar Research Services, explains how investing in defined-maturity ETFs can help grow wealth in a rising interest-rate environment.

     

    00:05 Introduction  

    00:43 Disney Loses Some Magic as 2022 Ends 

    01:37 Roblox Has Mixed Messages in Q3 

    02:37 Lyft’s Ride to Disappointment  

    04:05 What’s a Traditional Bond Ladder and How Does It Work? 

    04:42 Advantages and Disadvantages of Building a Bond Ladder With Individual Bonds? 

    06:21 What Makes Defined-Maturity ETFs Different?  

    07:58 What are Some of the Risks With Bond Ladder ETFs? 

    09:17 How Do the Costs Compare Between Building a Bond Ladder Using traditional Bonds Versus Building One Using Bond ETFs? 

    10:04 If an Investor Wants to Build a Bond Ladder ETF, How would they start? 

    11:11 Is It Too Late to Inflation-Proof Your Portfolio?

     

    Read about topics from this episode.  

     

    Disney Posts Mixed Earnings With Streaming Subscriber Growth, Record Parks Revenue But Widening Direct to Consumer Losses

    Uber, Lyft Drivers Remain as Contractors

    Bond Ladder ETFs Can Help Investors Climb Higher

     

    An Update on I Bond Yield

     

    Your Inflation Toolkit

     

    A Down-Market Survival Guide for Your 20s, 30s, and 40s

     

    TIPS Versus I Bonds

     

     

    What to watch from Morningstar.

    Cheap Stocks For You to Consider

    What to Buy or Skip: I Bonds, Apple, Amazon, or Meta

    Where to Park Your Cash and Find Recession-Resistant Stocks

    Markets are Undervalued, and We Highlight Some Cheap Stocks!

    We Examine Tesla's Stock and the Risks of a Strong Dollar

     

    Read what our team is writing:

    Susan Dziubinski

    Chritine Benz

    Saraja Samant

     

    Follow us on social media.

    Ivanna Hampton on Twitter: @IvannaHampton

    Christine Benz on Twitter: @Christine_Benz

    Saraja Samant on LinkedIn: https://www.linkedin.com/in/saraja-samant-280993/

    Facebook: https://www.facebook.com/MorningstarInc/

    Twitter: https://twitter.com/MorningstarInc

    Instagram: https://www.instagram.com/morningstar... 

    LinkedIn: https://www.linkedin.com/company/5161/

    Cheap Stocks For You to Consider

    Cheap Stocks For You to Consider

    What does COP27 mean? Does it matter for you and your portfolio? Leslie Norton explains. 

    Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com.  

     

    0:06 Introduction 

    00:24 Can Uber Lift Your Portfolio?

    01:29 Disaster-Proofing Your Portfolio

    02:45 Starbucks is Resilient in Q4

    04:04 Why does the COP 27 meeting matter? 

    06:00 What have we achieved since Cop 26? 

    06:44 Are the pledges made by countries binding? Who holds them accountable? 

    07:08 What next from here?

    07:42 What a Divided or United Government Means for Investors

     

    Read about topics from this episode.  

    What Could the Midterm Election Results Mean for the Stock Market? 

    How to Cope With Financial Shocks 

    Strong Q3 Indicates Uber May Be Resistant to Macro Uncertainties 

     

    Starbucks Q4 Earnings Show Strong Traffic That Bucks Industry Trends 

     

    Special Report: For Investors, COP27 Summit Brings New Opportunities 

     

    10 Reasons Why ESG Won’t Be Stopped 

     

     

    What to watch from Morningstar.

    What to Buy or Skip: I Bonds, Apple, Amazon, or Meta 

    Where to Park Your Cash and Find Recession-Resistant Stocks 

    Markets are Undervalued, and We Highlight Some Cheap Stocks! 

    We Examine Tesla's Stock and the Risks of a Strong Dollar 

     

    Read what our team is writing:

    Ruth Saldanha 

    Susan Dziubinski 

    Leslie Norton 

    David Sekera 

    Sarah Newcomb 

     

    Follow us on social media.

    Ruth Saldanha on Twitter: @karishmaruth

    Leslie Norton on Twitter: @leslienortonnyc

    David Sekera on Twitter: @MstarMarkets

    Facebook: https://www.facebook.com/MorningstarInc/

    Twitter: https://twitter.com/MorningstarInc

    Instagram: https://www.instagram.com/morningstar... 

    LinkedIn: https://www.linkedin.com/company/5161/

     

    What to Buy or Skip: I Bonds, Apple, Amazon, or Meta

    What to Buy or Skip: I Bonds, Apple, Amazon, or Meta

    In today’s episode, Katherine Lynch, a Morningstar Inc’s data journalist, talks about the new I Bonds’ interest rate, how the investments work, and how to use them as an emergency fund.

    Investing Insights is bringing you a mix of market news, insights from analysts, and personal finance tips.

    Timestamps

    0:06 Introduction 

    00:39 Meta’s Disappointing in Q3 Earnings

    01:50 0Amazon Delivered a Sting

    02:58 Apple is Eating Up Earnings

    04:23 How do I-bonds work? 

    04:41 What should investors expect over the next six months? 

    05:07 I-bonds come with some limitations. What are those? 

    05:25 How can someone use I-bonds as an emergency fund? 

    05:48 How can I-bonds help save parents some money?

    05:59 Where can investors buy I-bonds?

    06:11 What Belongs on Your Preretirement Radar?

     

    Read about topics from this episode.  

    Slashing Meta’s Stock Fair Value Estimate to $260 From $346 https://www.morningstar.com/articles/1120902

     

    Apple Reports Strong Earnings, but Stock Still Overvalued https://www.morningstar.com/articles/1121415

     

    Cutting Amazon Stock’s Fair Value Estimate to $150 From $192 on Disappointing Q3 Earnings https://www.morningstar.com/articles/1121414

     

    How to Hedge Against Inflation Using I Bonds https://www.morningstar.com/articles/1093977

     

    A Down-Market Survival Guide for Retirees https://www.morningstar.com/articles/943447

     

    Get a Tax-Smart Plan for In-Retirement Withdrawals https://www.morningstar.com/articles/844815

     

    Read what our team is writing:

    Katherine Lynch https://www.morningstar.com/authors/2337/katherine-lynch

    Christine Benz https://www.morningstar.com/authors/30/christine-benz

    Ivanna Hampton https://www.morningstar.com/authors/2399/ivanna-hampton

    Follow us on social media.

    Ivanna Hampton on Twitter: @IvannaHampton

    Christine Benz on Twitter: @Christine_Benz

    Sarah Newcomb on LinkedIn: https://www.linkedin.com/in/sarahcnewcomb

    Facebook: https://www.facebook.com/MorningstarInc/

    Twitter: https://twitter.com/MorningstarInc

    Instagram: https://www.instagram.com/morningstar... 

    LinkedIn: https://www.linkedin.com/company/5161/

     

    Buy an Annuity Now? And How to Spot Financial Tricks Online

    Buy an Annuity Now? And How to Spot Financial Tricks Online

    In today’s episode, Sarah Newcomb, Morningstar Inc’s director of financial psychology, explains what investors should know about sophisticated online tricks and what to watch out for.

    Investing Insights is bringing you a mix of market news, insights from analysts, and personal finance tips.

    0:06 Introduction 

    0:45 Tesla was on autopilot in the third quarter.

    1:46 AT&T is strong in Q3.

    2:42 Snap disappoints for the third quarter in a row.

    3:38 In behavioral finance, there are “nudges” and “sludges”. Can you define those?

    4:29 How do we see “nudges” and “sludges” at work in our lives?

    6:02 What are dark patterns? What are some that we should watch out for?

    7:17 What do “dark patterns” look like in financial products?

    10:38 Is the Time Right for Annuities?

     

    Read about topics from this episode.  

    What Investors Should Know About Behavioral Tricks in Financial Products

     

    What Tesla Stock’s 50% Decline Means for the Market

     

    Is AT&T Stock a Buy Ahead of Earnings?

     

    Snap Earnings Disappoint for Third Consecutive Quarter

     

    Your Guide to Annuities

     

    Understanding the 4 Key Annuities Types

     

    Read what our team is writing:

    Sarah Newcomb

    Christine Benz

    Susan Dziubinski

    Ivanna Hampton

    Follow us on social media.

    Ivanna Hampton on Twitter: @IvannaHampton

    Christine Benz on Twitter: @Christine_Benz

    Sarah Newcomb on Twitter: @finance_therapy

    Sarah Newcomb on LinkedIn: https://www.linkedin.com/in/sarahcnewcomb

    Facebook: https://www.facebook.com/MorningstarInc/

    Twitter: https://twitter.com/MorningstarInc

    Instagram: https://www.instagram.com/morningstar... 

    LinkedIn: https://www.linkedin.com/company/5161/

     

    Where to Park Your Cash and Find Recession-Resistant Stocks

    Where to Park Your Cash and Find Recession-Resistant Stocks

    In today’s episode, Ali Mogharabi, a senior equity analyst for Morningstar Research Services, explains the Labor Department’s proposed rule about worker classification. And he reveals whether he thinks Uber, Lyft, and DoorDash stocks are a buy.

    Investing Insights is bringing you a mix of market news, insights from analysts, and personal finance tips.

     

    Timestamps

    0:06 Introduction 

     

    0:44 Stocks for a Recession

     

    1:50 Wells Fargo missed the mark for third quarter earnings.

     

    2:35 Delta airlines reported a strong third quarter.

    3:57 Should gig workers be considered employees?

    5:48 What is the main risk of the Biden administration’s new proposal?

    8:37 What is the reaction from Uber, Lyft, and DoorDash?

    9:23 What does Uber, Lyft, and DoorDash stocks look like today?

    10:23 How to Make Your Cash Work Harder as Interest Rates Rise

     

    Read about topics from this episode.  

    10 Stocks for a Recession

    Risk of DOL’s Proposal and Reactions of Uber, Lyft, and DoorDash Stocks Exaggerated 

    Opportunities Seen in the Industrial Sector Amid Economic Headwinds 

    Looking Past Volatile Operating Losses, Wells Fargo Remains on Track in Q3 

    Best Financial-Services Companies to Own: 2022 Edition 

    3 Recession-Resistant Stocks 

    What Is a Recession?

    Read what our team is writing:

    Susan Dziubinski 

    Christine Benz 

    Ali Mogharabi 

    Ivanna Hampton

     

    Follow us on social media.

    Ivanna Hampton on Twitter: @IvannaHampton

    Facebook: https://www.facebook.com/MorningstarInc/

    Twitter: https://twitter.com/MorningstarInc

    Instagram: https://www.instagram.com/morningstar... 

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    Ep 73: Robert Cantwell Founder of $KNGS ETF | Why Netflix is Dead | Amazon Slows Growth | Looking Businesses through Operations Lens

    Ep 73: Robert Cantwell Founder of $KNGS ETF | Why Netflix is Dead | Amazon Slows Growth | Looking Businesses through Operations Lens
    @AviNMash and @AnthonyOhayon are joined by Compound Kings ETF $KNGS founder Robert Cantwell. He shares his views on the market and why Netflix is Dead | Amazon Slows Growth | Looking Businesses through Operations Lens If you haven’t already, download Stocktwits on iOS or Android, or check out Stocktwits.com. Build your watchlist, follow your favorite investors and traders, and get a real-time pulse of the markets. Securities transactions are conducted through their broker/dealer, ST Invest. Everything said on this podcast is for entertainment purposes only, ALWAYS seek a registered financial advisor for any financial advice

    Markets are Undervalued, and We Highlight Some Cheap Stocks!

    Markets are Undervalued, and We Highlight Some Cheap Stocks!

    Retirement plans across the country may finally be getting serious about adding more annuity options for their subscribers. But is this product good for you? Spencer Look explains.

    Investing Insights is a mix of market news, insights from analysts, and personal finance tips. 

    Timestamps

    0:06 Introduction 

    0:30 Norwegian Cruise Line Sails Through a Rough Quarter 

    1:27 How Can Investors Cope With Fear?

    2:18 AMD Dipped In Q3 

    3:19 Does Your Retirement Plan Need More Annuity Options?

    3:45 What’s The Biggest Determinant of the Right Lifetime Income Strategy?

    5:02 Which Investors Do Not Gain Value from Annuities?

    6:34 Who Benefits From Annuities?

    7:33 What Should Investors Do if They Benefit from Annuities?

    9:09 Where To Invest Your Money In Q4 2022

     

    Companies mentioned in this episode.

     

    Norwegian Cruise Line Holdings Ltd (NCLH); Advanced Micro Devices Inc (AMD); Nvidia (NVDA); Intel Corp (INTC); Micron Technology Inc (MU); Zoetis Inc (ZTS); Zimmer Biomet Holdings Inc (ZBH); Illumina Inc (ILMN)

    Read about topics from this episode

    Fear Itself

     

    AMD Stock Is a Bargain

     

    Your Guide to Annuities

     

    A Down-Market Survival Guide for Pre-Retirees

     

    Is an Annuity Right for You?

     

    Utilities Brighten Under Cloud of Recession, but Future Dim at Lofty Valuations

     

    As Pendulum Swings, Stocks Go From Overvalued to Undervalued

     

    3 Lessons for Investors From the Third Quarter

     

    What a Strong U.S. Dollar Means for Investors

     

    What's Next for the Stock Market?

     

    Read what our team is writing:

    Ruth Saldanha

     

    Susan Dziubinski

     

    David Sekera

     

    Follow us on social media.

    Ruth Saldanha on Twitter: @KarishmaRuth

    Facebook: https://www.facebook.com/MorningstarInc/

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    We Examine Tesla's Stock and the Risks of a Strong Dollar

    We Examine Tesla's Stock and the Risks of a Strong Dollar

    In today’s episode, Dave Whiston, the U.S. autos equity analyst for Morningstar Research Services, discusses CarMax’s disappointing earnings results and reveals where investors can look for stock opportunities.

    Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com.  

     

     

    Timestamps

    0:06 Introduction

     

    0:46 Lower Estimate of Tesla’s Stock 

     

    1:33Micron Stock: Chipmaker Trims Spending 

     

    2:19 Nike Stock: Earnings Top Expectations, but Near-Term Outlook Disappoints 

    3:17 Why 2022 Has Been a Terrible Year for Bond Funds 

    4:16 Used-Car Affordability Slams CarMax’s Earnings 

    6:42 CarMax’s Response to Inflation and Rising Interest Rates 

    10:49 Our Analyst’s View of CarMax’s Stock 

    11:53 Cheap Stock Picks: Ford, GM, and Gentex 

    14:40 Why Is the Dollar Strong Now? 

    16:33 Strong Dollar Threatens Company Earnings 

    19:07 Cheap Stocks to Consider as the Dollar Strengthens 

     

    Companies mentioned in this episode.

     

    Tesla (TSLA); Micron Technology (MU); Nike (NKE); CarMax Inc (KMX); Ford Motor Co (F); General Motors Co (GM); Gentex (GNTX); Anheuser-Busch InBev (BUD); GSK PLC (GSK); and SAP SE (SAP).

    Read about topics from this episode.

    Trimming Tesla Fair Value Estimate to $250 Following Lower Q3 Deliveries

    Nike’s Brand Value Holds Despite a Tough Near-Term Outlook; Shares Undervalued 

    Why 2022 Has Been Such a Terrible Year for Bond Funds 

    Used-Vehicle Affordability Slams CarMax’s Q2, but We See Stock as Attractive for Long Term 

    Strong U.S. Dollar a Headwing to Earnings Growth

    Follow us on social media.

    Ivanna Hampton on Twitter: @ivannahampton 

    Facebook: https://www.facebook.com/MorningstarInc/

    Twitter: https://twitter.com/MorningstarInc

    Instagram: https://www.instagram.com/morningstar... 

    LinkedIn: https://www.linkedin.com/company/5161/

    When's the Best Time for a Roth IRA Conversion?

    When's the Best Time for a Roth IRA Conversion?

    In today’s episode, Neil Macker, a senior equity analyst for Morningstar Research Services, discusses why Netflix is adding a cheaper plan and whether the stock is a deal. Also, one automaker is warning investors that supply chain issues will affect its upcoming earnings results.

    Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com

    0:06 Introduction

    0:49 FedEx is cutting costs but remains undervalued.

    1:32 Ford’s quarter will reflect supply chain issues.

    2:32 Smartphone investing is causing different trading behavior in investors. 

    3:56 Why has Netflix decided now to create a cheaper ad-supported plan? 

    5:30 How can Netflix use subscriber growth from outside the US to their advantage?

    6:56 Can a streaming service compete without live sports coverage?

    8:36 Streaming service stock pick

    9:39 Is the Time Right for Roth Conversions?

     

     

    Companies mentioned in this episode.

    Netflix Inc NFLX; FedEx Corp FDX; Ford Motor Co F; Disney DIS; Amazon AMZN; and Apple AAPL

     

    Read about topics from this episode.

    Is Your Smartphone Hurting Your Portfolio Performance?

     

    Retiring in a Down Market? Consider These Strategies

     

    Is the Time Right for Roth Conversions?

     

    FedEx Issues Earnings Warning on Worsening Economic Outlook

     

    Why Is Ford Stock So Cheap?

     

    Which Funds Have Recently Bought or Sold Netflix?

     

    The Thrill of the Trade

     

    Follow us on social media.

    Ivanna Hampton on Twitter: @ivannahampton 

    Facebook: https://www.facebook.com/MorningstarInc/

    Twitter: https://twitter.com/MorningstarInc

    Instagram: https://www.instagram.com/morningstar... 

    LinkedIn: 

    https://www.linkedin.com/company/5161/

     

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