Happy New Year!
On today’s podcast I give the listeners my predictions for 2015.
Plus, in the second segment, a listener wrote in asking me if I think that it is unpatriotic to short stocks.
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I will tackle that question while focusing in on the oil and oil service company stocks.
And, Kim wrote in and asked me if there are any plays in the LNG space that I like right now.
Big Tech's big valuation gap. Plus, wrapping up Davos… General Electric's (GE) post-earnings selloff could be a warning sign… Will AI kill the software sector? … Bitmine Immersion Tech's (BMNR) Mr. Beast investment… And an investing lesson from natgas's surge.
World Economic Forum: Trump on Greenland… Canada's losing fight with the U.S… Central bankers and Bitcoin (BTC)… Ray Dalio's investment advice… and the U.S. dollar. Plus, Netflix's (NFLX) earnings… A megacap buy… And the year of retail.
Which sector will Trump disrupt next? Plus, the Netflix (NFLX)/Warner Bros. (WBD) deal… Coinbase (COIN) vs. the Clarity Act… Boeing (BA) tailwinds… Taiwan Semiconductor's (TSM) earnings… Apple (AAPL) and Alphabet's (GOOG) partnership… And a Mag 7 trade.
Netflix (NFLX) is a dead stock—here's what killed it. Plus, small caps are starting 2026 off strong… Trump's Powell investigation is a bad move… Big bank earnings… Bitcoin's (BTC) rebound… And crypto vs. crypto treasuries: Which is the better investment?
For most of the past year, AI was treated as a rising tide that would lift all hyperscalers. But that setup is quietly breaking. Let's look at why… and what to look for in the real AI winners.
These stocks will thrive on Trump's new budget. Plus, Energy Secretary Wright's speech… A metric more important than valuation… Are Gap (GAP) and Nike (NKE) buys?... And a heavyweight investor just took a huge position in this retailer.
This stock has been a black eye for years—but it’s about to make a comeback. Plus, Trump, Venezuela, and Greenland… The best market ever for big banks… Don't trust the CPI… And this "crappy" sector will benefit massively from AI.
Frank Holmes of U.S. Global Investors and HIVE breaks down the U.S.-China data center arms race… why Paraguay is key to Bitcoin (BTC) mining… the gold-vs.-Bitcoin debate… and the key to finding value in the market.
Savvy CEO Eric Goldreyer breaks down his remarkable track record (including 8- and 9-figure exits)... how Savvy's brilliant model is disrupting the vacation rental market… the company's explosive early growth… and his 3–5-year vision.
Frank's favorite plays on AI, Big Tech, rising oil prices, and more. Plus, the CPI paves the way for rate cuts… Trump's plans to reignite the economy… Ford (F) is quitting EVs… And a rare opportunity in a hospitality disruptor.
Think saving will make you rich? Think again. This article breaks down why the system is rigged against savers—and shows you the smarter path to real wealth.
The Clarity Act sparked backlash—but the real fight isn't about crypto regulation. It's about banks protecting deposits and interest income from stablecoins. Here's what investors need to know.
Big banks just reported excellent earnings—and the upside is just getting started. Here's why this is the best environment for financials in 30 years… and how investors can profit.
Venezuela's sudden return to the headlines isn't about overnight oil supply. Here's what it means for the energy market, inflation, and volatility… and how investors can play the situation.
Bitcoin has just gone through one of its ugliest stretches in years. But this is exactly the kind of setup that tends to precede huge crypto rallies. Here's why… and how investors should play the situation.
Everyone’s calling AI a bubble. But a closer look at the numbers shows this boom is still in the early innings—and the biggest winners will come from these five sectors.
Rising travel fees are creating an opening for new platforms. Here's why Savvy's model, traction, and leadership make it an intriguing early-stage investment.
