In this episode, we unpack the major sector rotation reshaping the markets. After 13 weeks of tech and healthcare trading leadership back and forth, technology has broken out to drive a fresh wave of market bullishness. But this isn't just a mega-cap story—we dive into equal-weight ETFs like RSPT (Equal Weight Tech) and explore what underlying market breadth ... Show More
Sep 30
John Pocorobba on the Next Market Boom: Demographics, AI, and the 25-Year Cycle
In this episode, growth investor John Pocorobba (founder of Rain King) reveals why the market is set up for a massive acceleration phase over the next decade. Historically, major stock market cycles consist of 10- to 15-year sideways consolidations (like 2000–2015) followed by ro ... Show More
57m 40s
Sep 23
Navigating Market Chop with U.S. Investing Champ George Tkaczuk
This week's podcast guest is George Tkaczuk, portfolio manager and 2020 U.S. Investing Championship winner. Tkaczuk will be discussing how to navigate a market full of false starts, as well as the next pivot point he's eyeing in the major indexes. Hosted by Simplecast, an AdsWizz ... Show More
49m 35s
Aug 2024
Value Stocks, and the Appeal of Index Dropouts
Research Affiliates founder Rob Arnott reveals his latest findings on the stock market. Plus, Jack talks TJX and Target, and offers funnel cake advice. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for ... Show More
32m 7s
Apr 2024
Fuzzy Panda Attacks Globe Life
Plus, Tesla earnings, European stock picks, and jellied eels. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
30m 28s
Oct 2025
Small Caps Diverge As Chop Continues. AbbVie, Alphabet, GE Aerospace In Focus.
Justin Nielsen and Mike Webster analyze Friday’s market action and discuss key stocks to watch on Stock Market Today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
1h 4m
Jul 2024
Picks, Spills, and a Dunk
D.A. Davidson’s Tom Diffely talks “gold trophy” stocks. Plus, Jack on earnings mishaps and Amazon’s NBA rights deal. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
25m 53s