logo
episode-header-image
About this episode

The Senate has delayed work on the Clarity Act while regulators continue building a broader framework for digital assets, with the White House preparing a meeting of crypto executives, the SEC, and the CFTC. We will walk through what a regulatory framework would actually change for ordinary investors, and how to evaluate this space without treating it as a portfolio cornerstone.

Today's Stocks & Topics: Robinhood Markets, Inc. (HOOD), Market Wrap, Cracker Barrel Old Country Store, Inc. (CBRL), Private Credit, Joby Aviation, Inc. (JOBY), Regulation catches up to digital assets, Rubrik, Inc. (RBRK), EnerSys (ENS), Investment Loss, AAON, Inc. (AAON), US Packaged Food Companies.



Our Sponsors:
* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com


Advertising Inquiries: https://redcircle.com/brands
Up next
Aug 22
Financial innovation is now a Fed problem
The Kansas City Fed set this year's Jackson Hole theme as financial innovation and its implications for payments and policy, arriving alongside a stablecoin float above $307 billion. We will break down what tokenized money and instant payments actually change about the plumbing o ... Show More
44m 5s
Aug 21
The dollar's slide and what it does to your foreign holdings
The dollar has fallen to a two-month low against the euro, near 1.1590. On tomorrow's InvestTalk, we explain why currency moves quietly drive a large share of international fund returns, and whether hedged or unhedged exposure makes more sense from here.Today's Stocks & Topics: V ... Show More
44m 35s
Aug 20
Small caps woke up: is the rally finally broadening?
The Russell 2000 set a fresh record to close out last week even as large caps struggled. On tomorrow's InvestTalk, we look at what leadership rotation historically signals, and how investors should think about size exposure without chasing a two-week move.Today's Stocks & Topics: ... Show More
45 m
Recommended Episodes
Oct 2024
Market volatility: earnings concerns and pre-election jitters
<p>US stock markets experienced a downturn, with all major indices posting significant losses. Consumer discretionary stocks felt the brunt of the decline, led by disappointing performances from Coca-Cola and McDonald's. Meanwhile, the tech sector faced pressure ahead of the high ... Show More
14m 31s
Sep 2024
Financial Markets Back on the Brink of Collapse - Ep 978
Market Turmoil & Economic Uncertainty: A Deep Dive into Non-Farm Payroll Report and Fed PoliciesIn this episode, we explore today's weaker-than-expected non-farm payroll report and its impact on the markets. Despite a brief improvement in stock indices following rate cut expectat ... Show More
1h 1m
Apr 2025
Stocks Drop After Historic Rally… And Banks Ready To Kick Off Earnings Season 4/10/25
<p>Stocks Drop After Historic Rally… And Banks Ready To Kick Off Earnings Season</p><p>Description: Stocks slump, bonds spike, and oil prices slide after yesterday’s massive rally. How Wall Street is sounding the alarm on a possible recession, and where you can hide out when even ... Show More
42m 58s
Mar 2025
Stocks sell off as tariff angst hits markets
<p>A three-day period of relative calm on Wall Street came to an end as major tech and automobile companies led a decline in global equity markets yesterday. Concerns about the economic impact of ever more tariff announcements, weak consumer sentiment and rising inflation risks a ... Show More
10m 2s