Bästa Schwab podcaster (2025)

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Stock Market Today: Auto Tariffs, AMD Downgrade, NVDA China Headwinds & LULU Earnings 2:22

12h ago2:22

2:22

The trading session continued Wednesday's losses fueled by reaction to President Trump's auto tariffs. EV companies like Tesla (TSLA) and Rivian (RIVN) still managed to close higher. Meanwhile, the A.I. sector continued to show weakness through a downgrade in AMD Inc. (AMD) and Nvidia (NVDA) chip shortages in China. Lululemon (LULU) sold off after-…

1
Shy Bulls Lose Step at SPX 5700 But Risk Appetite Lingers 3:33

12h ago3:33

3:33

Bulls were quick to get in and out of the market on Thursday as $TSLA popped, $DLTR ramped and bitcoin held firm, keeping the battle for 5700 in $SPX alive into inflation tomorrow, says OJ Renick. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwor…

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Tesla's Tariff Tactic: What Could Give TSLA an Edge Over F and GM? 4:27

12h ago4:27

4:27

Tesla (TSLA) shares seesawed after the U.S. announced new tariffs on autos. But while the news might seem like a negative for the EV maker, Morningstar's Seth Goldstein thinks otherwise. He believes Tesla's domestic production could give it an edge over competitors like Ford (F) and General Motors (GM), who may struggle to pass on higher costs to c…

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Mag 7 Can't Lift Market Alone & Bracing for April 2 5:35

12h ago5:35

5:35

Charles Schwab's Kevin Gordon says there's still so many moving gears in the market investors need to watch. For one, if equities recover to all-time highs, he argues the S&P 493 need to pick up slack where the Mag 7 can't. Kevin later discusses what volatility the market should expect on April 2nd. ======== Schwab Network ======== Empowering every…

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Tech Titans Battle Volatility 7:02

12h ago7:02

7:02

Stocks are caught in a battle, with 5 of the 7 big tech names trying to lift the market into the close. Kevin Davitt notes that despite recent volatility, things haven't gotten "sloppy" yet, and that's unique. He draws a comparison to 2017-2018, when the market saw a similar setup before a rally. He also points to the semiconductors, making them a …

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Trade Tensions Boost European & Emerging Markets Leadership 7:50

12h ago7:50

7:50

Rising trade tensions and a slowing U.S. economy have created a perfect storm for international markets to outperform. Jeffrey Kleintop explains why European stocks may continue to lead the charge. He also makes the case for emerging markets. Plus, find out which European defense stocks are benefiting from the continent's own "Mag 7" moment. ======…

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Tech 'Death Cross' Forming, SPX Setting Up for Pullback 7:31

12h ago7:31

7:31

The SPX muscled its way off session lows into the close but the bulls still have a long fight ahead. Kevin Green points to off-balance correlations in the index and a technology sector "death cross" as signals of further selling. As the market tests Friday to Monday's gap, Kevin says more liquidity and market breadth will be needed to ensure streng…

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April 2 Volatility 'Underpriced,' SPY v. EEM Value 8:53

12h ago8:53

8:53

Markets are bracing for President Trump's reciprocal tariff plans set to come next Wednesday. Danny Kirsch argues those plans are still "underpriced." He talks about the volatility he's expecting and why optimism around tariffs being parred down should be dialed back. On the foreign trade, Danny turns to recent outperformance in emerging markets to…

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Low Earnings Bar, High Chance for Surprise & Measuring Market Sentiment 8:26

12h ago8:26

8:26

Even though markets pulled back in recent weeks, Paul Hickey points to hard data holding strong despite weakness in soft data. He says investors don't need to worry until there's a notable decline in jobs and inflation progress. Paul adds that the next earnings season will be one to offer lots of upside surprise after the last round of reports lowe…

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EV Industry Post-Tariffs, TSLA 'Way Ahead' of Competitors 6:18

12h ago6:18

6:18

Lauren Fix says the EV industry was in a bad spot before President Trump took office. She believes his tariff policy and revoking the EV mandate will accelerate deterioration. However, she believes Tesla (TSLA) leads the industry race. Ben Rose agrees when it comes to Tesla but is more optimistic on the future of EVs. He says adoption of electric v…

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Bond Yields Signal Growth, But Risks Loom 9:00

12h ago9:00

9:00

Keith Buchanan joins to break down the bond market's recent moves. With the 10-year yield showing signs of finding a path higher, he believes the shape of the yield curve doesn't tell the whole story. Buchanan argues that understanding why the curve is steepening is key. He looks at whether it's due to inflationary expectations or real growth expec…

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Earnings Optimism vs. Tariff Uncertainty: S&P 500 at Crossroads 7:00

13h ago7:00

7:00

Earnings optimism faces off against tariff uncertainty. Despite some positive guidance, Brett Ewing says fundamentals may not be enough to quell concerns just yet. With the S&P 500 sitting at the same level as it was in November, Ewing attributes current selling to uncertainty around trade policies and the U.S. debt. He also sees opportunities in f…

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Zipparro: LULU "Moderate Buy" as Tariff Pressure Squeezes Athleisure 8:50

14h ago8:50

8:50

Tony Zipparro says the bullish optimism surrounding Lululemon's (LULU) earnings "makes you weary" heading into the report. He expects a beat and considers the stock a moderate buy, but he warns macro headwinds linger as a shadow over its guidance. Tony believes the company still isn't as exposed to tariff pressures as its peers like Nike (NKE) whil…

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TSLA v. Tariffs: Speedbump or Rally Signal? 8:24

15h ago8:24

8:24

Tesla (TSLA) CEO Elon Musk said himself that the company won't be unscathed from Trump tariffs despite its drive higher today. Caroline Woods notes the bullish and bearish analyst reaction to Tesla as the company braces for President Trump's auto tariffs. She later dives into other headwinds pushing against the company, including next week's vehicl…

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LULU Losing Momentum, "Tremendous Brand Value" Backs Company 6:00

15h ago6:00

6:00

Megan Brantley highlights Likefolio's web data behind Lululemon (LULU), which shows a shaky picture heading into its earnings. She talks about what's causing the "consumer psyche" to shift behind the company. Despite the pullback, Megan believes Lululemon has room to run through priority changes in its brand. ======== Schwab Network ======== Empowe…

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LULU Shares Down 10% YTD Despite Double-Digit Sales Growth 5:44

15h ago5:44

5:44

Lululemon (LULU) reports earnings today after a rocky start to the year, with shares down 10% YTD. Can the retailer's strong holiday sales and product lineup for 2025 help it regain its footing? Morningstar's David Swartz and Greg Portell discuss what to watch for in Lululemon's guidance and whether it can navigate the competitive retail landscape.…

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Economy 'Very Weak' Despite Brief Rally 7:28

16h ago7:28

7:28

Michael Pento says the economy is "very, very weak" despite a brief 3-day stock market rally. He warns of a market correction or even a recession due to high valuations, a liquidity drought, and asset bubbles. Pento believes the Fed cutting interest rates would be a mistake and predicts they'll instead be forced to cut more aggressively later this …

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Tariff Talk vs. Market Reality: Don't Panic Amid Volatility 7:33

17h ago7:33

7:33

Tariff talk is heating up, but is it time to hit the panic button? Not so fast, says William Lee. While the Trump administration's plans to levy tariffs on autos and other imports have investors on edge, Lee says it impacts just a slice of the U.S. economy. What's really got the market spooked is uncertainty. Lee shares his take on the real drivers…

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The Big 3: GOOGL, AAP, AMZN 10:30

17h ago10:30

10:30

Tariffs and tech take Joe Tigay's focus on today's Big 3. He talks about why Alphabet (GOOGL) is a buy despite its pullback, Advance Auto Parts' (AAP) rally after the auto tariffs announcement and how Amazon (AMZN) is at the "crossroads" between the American consumer and A.I. Kevin Green turns to the technicals in each chart. ======== Schwab Networ…

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A.I. Options Trades: Examples in NVDA and ORCL 8:29

17h ago8:29

8:29

Tom White puts together 2 example trades in 2 big tech stocks: Nvidia (NVDA) and Oracle (ORCL). For Nvidia, Tom points out the reports of a chip shortage in China before looking at a neutral to bullish cash secured put strategy. Then, Oracle's role in ongoing TikTok negotiations might be tied to tariffs. Tom puts together a bullish strategy using a…

1
Bears Bite Into AAPL, "Half as Profitable" as NVDA 5:18

18h ago5:18

5:18

OptionsPlay's Tony Zhang says Apple (AAPL) "continues to face multiple headwinds" with its iPhone 16 sales and a "fumbled" A.I. release through Apple Intelligence. He isn't surprised to see bears taking swipes at the Big Tech giant amid its recent struggles combined with macro headwinds. He considers Nvidia (NVDA) a company worth more bang for inve…

1
TSLA Bear Claws Into Price Target, "No Quick Fixes" for Stock 9:34

18h ago9:34

9:34

HSBC lowered its price target on Tesla (TSLA) to $130 from $165, arguing that "the seeds for the current sales weakness pre-date the recent brand issues." As Caroline Woods points out, it's not shaking the stock. She takes a closer look into the analyst note and weighs on the weaknesses it points out. Joe Tigay says Tesla has potential to turn mark…

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LULU Earnings: Guidance Focus, China Growth & Options Trades 7:54

18h ago7:54

7:54

Zach Warring returns to Morning Trade Live and offers a closer look into Lululemon's (LULU) financials ahead of its after-hours earnings report. He expects guidance to take investors' focus as the company grows its footprint in China. Tom White turns to multiple example options trades in Lululemon. ======== Schwab Network ======== Empowering every …

1
SPX Tests Recent Market Gap, Expect Volatility "Vortex" 8:05

18h ago8:05

8:05

The market's jump from Friday to Monday is being tested in the SPX. Kevin Green warns investors to expect a "vortex" of volatility as bulls aim to find their footing. Big Tech will need to regain market leadership as other sectors try to catch a bid. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe …

1
NVDA Chip Shortage, BABA DeepSeek Rival, XYZ Lays Off 8% of Staff 7:32

18h ago7:32

7:32

Diane King Hall turns to the morning's biggest movers, starting with Block (XYZ), which slid in the market after the company laid off part of its staff. The A.I. race heats up in China after Alibaba (BABA) unveiled new details around its open source model that aims to compete against DeepSeek. Nvidia (NVDA) traded lower after Reuters reported that …

1
Small-Caps Resilient Amid Market Volatility 9:24

18h ago9:24

9:24

Mike Dickson discusses recent market swings, citing concerns over tariffs and trade uncertainty as major headwinds. He believes a broadening out trade has begun to take hold, with small-caps and mid-caps showing resilience. Mike likes going down the cap spectrum for diversification benefits and to take advantage of recent drawdowns. ======== Schwab…

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TSLA Rides Auto Tariff Volatility, AMD Downgraded Amid NVDA Pressure 5:15

18h ago5:15

5:15

President Trump officially announced 25% tariffs on automobiles made outside the U.S. Auto stocks across the board saw red arrows, except Tesla (TSLA). Jenny Horne discusses what makes Tesla different other than Elon Musk's White House connection. On the A.I. front, AMD Inc. (AMD) slid lower after it got a downgrade to hold from buy at Jefferies. T…

1
Trading In A Volatile Market, PCE Outlook 5:54

18h ago5:54

5:54

Alonso Munoz believes we're in a "wait-and-see market" and says there wasn't a lot of "fireworks" in today's economic data. Alonso reacts to the latest GDP and Jobless Claims data. In terms of trading, he points to the volatility in the tech sector that could present options and opportunity for some investors. In terms of PCE, Alonso says inflation…

1
"Muted" Jobless Claims, "In-Line" GDP as Eyes Move to April 2nd 4:44

18h ago4:44

4:44

Scott Bauer reacts to the latest economic data hitting the markets: Jobless Claims and the final read of 4Q24 GDP. Scott says the jobless claims report was muted and that "everyone's going to be looking at next Friday's March jobs numbers." For GDP, he's looking at the Atlanta Fed's GDP forecast as an indicator of what's ahead. Then, Scott weighs i…

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Sundaram: DLTR Family Dollar "Worst Retail Acquisition" 6:58

18h ago6:58

6:58

Arun Sundaram provides his two cents for Dollar Tree's (DLTR) deal to unload Family Dollar for $1B. The company previously acquired it for $9B in 2015, which Arun says might be one of the "worst retail acquisitions" in recent history. He says Walmart (WMT) is the biggest thorn in the sides of discount retailers like DLTR and Dollar General (DG). ==…

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Chart of the Day: MNDY 3:14

18h ago3:14

3:14

Ben Watson has a case of the Monday's...on a Thursday. He joins Diane King Hall to look at the chart of Monday.com (MNDY). For the longer-term perspective, he sees a gentle uptrend but does highlight recent asymmetrical moves off of January highs. Ben keys in on the $277 point as it could become upward resistance. In terms of MNDY's Relative Streng…

1
Automakers Hit By Tariffs, GME Next Move to Buy Bitcoin 6:21

18h ago6:21

6:21

Following President Trump's announcement of 25% tariffs on non-U.S. autos, Kevin Green examines the ripple effects this will have on stocks like General Motors (GM), Ford (F), Stellantis (STLA) and more. From global supply chain disruption to higher costs for the consumer, KG looks at which stocks are impacted more by the tariffs hike. Then, he tur…

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Stock Market Morning Minute: Auto Tariffs, AMD, OpenAI 2:03

18h ago2:03

2:03

Automakers slide in the wake of new tariffs from the Trump Administration, including General Motors (GM), Stellantis (STLA), Honda (HMC) and more. Meanwhile, AMD (AMD) gets a downgrade from Jefferies. And, Microsoft (MSFT) backed OpenAI is raising more money as it eyes a $300B valuation. Tom White rides through today's top stories ahead of Thursday…

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Stock Market Today: A.I. Sells Off, QCOM & ARM Antitrust Dispute, DLTR Rallies 2:23

1d ago2:23

2:23

Uncertainty surrounding expected auto tariffs from the Trump administration wiped away most of this week's gains. A.I. stocks were slammed the hardest, seen in Nvidia's (NVDA) 6% sell-off. Arm Holdings (ARM) took a big hit after Qualcomm (QCOM) accused the company of antitrust practices. One notable winner today: Dollar Tree (DLTR), which plans to …

1
Bears Take Big Swipe But Macro Message Looks Solid 4:23

1d ago4:23

4:23

Bears took a big bite out of tech stocks today but bonds didn't seem bothered by it and the dollar continued firming, which has correlated to upside in equities this year, says OJ Renick, who's holding the green light as long as $SPX stays above 5700. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe…

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Overlooked Stock: NIU 5:07

1d ago5:07

5:07

NIU Technologies (NIU), a Chinese-based supplier of e-bikes and scooters, jumped 150% since last year. George Tsilis notes its positive adjusted profits as a statistic backing its fundamentals. He also notes the environmental angle NIU uses to draw a wider audience. ======== Schwab Network ======== Empowering every investor and trader, every market…

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Autos, Chips & Drugs: Focus of Tariffs as International Stocks Take Hit 6:25

1d ago6:25

6:25

The Trump administration's planned auto tariff announcement sparked volatility and downside action not just in the U.S., but around the world. Mike Townsend with Charles Schwab says there's "lots of moving parts" to consider with the tariffs and says its impact may not be as bad as investors think. Jeffrey Kleintop turns to the big picture ahead, n…

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Is Market Sell Off Just End-of-Quarter Repositioning? 5:00

1d ago5:00

5:00

Dan Deming thinks “end of the quarter positioning” is what’s behind some of tech’s sell-off. The Fed “really doesn’t have a lot of control of the back end of the curve,” he adds, despite the administration’s pressure to bring rates down. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market…

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SPX Rejects Resistance After Tariff Fears Reemerge 9:12

1d ago9:12

9:12

Bears won today's trading session but bulls have a chance to rally back for the rest of the week. Kevin Green says a further flush will test the gap between Friday and Monday, but he adds today wasn't a "sell everything" event. Volatility lighting back up and aggressive selling in tech will serve as headwinds for bulls to reclaim lost ground. =====…

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AMZN A.I. Advancements, DOGE Tech Shakeup & A.I.'s "Ultimate Winner" 9:27

1d ago9:27

9:27

Cory Johnson expects the "ultimate winner" of A.I. to be "quite a ways out" as the technology continues to evolve. He notes Amazon's (AMZN) A.I. advancements as the latest example. When it comes to DOGE, Cory talks about opportunities for tech companies to "get in the door" as DOGE takes a "chainsaw" to the Federal government. ======== Schwab Netwo…

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Yardeni: International Markets Strength Overrated, Continued Choppiness in U.S. 7:03

1d ago7:03

7:03

Ed Yardeni thinks we’re seeing a “selling of the winners,” but that people are holding onto other names, citing that the S&P 500 ex-Mag 7 is holding steady. He expects continued choppiness. Analyzing international equities, he thinks China will continue to struggle because of its aging population and doesn’t think Germany’s auto companies will be a…

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Dollar Stores are ‘Trainwreck Under the Christmas Tree’ 6:53

1d ago6:53

6:53

Burt Flickinger and Anthony Chukumba discuss retail and Dollar Tree (DLTR) selling Family Dollar for $1B. Anthony points out the “massive loss” DLTR has taken on the purchase, but says it was such an “albatross” he’d be happy “if they sold it for a bag of magic beans.” Burt calls dollar stores in general the “trainwreck under the Christmas tree,” w…

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Lang: April 2nd "Not Significant," META Best in Mag 7 7:52

1d ago7:52

7:52

"Volatility is a trader's best friend," says Bob Lang, and he believes there's still enough of it for investors to load up their portfolios. Despite the lingering April 2nd tariff deadline, Bob argues its impact won't be as significant as investors think. As for his stock buys, he labels Meta Platforms (META) as the Mag 7 company with the most upsi…

1
Extreme Price Sensitivity in Housing Market 8:55

1d ago8:55

8:55

Katie Hubbard from Walton Global discusses the world of housing. She says “rate acceptance” and homebuilders offering “rate buydowns” are helping boost sales volumes. Big cities like NYC and Chicago are seeing a rebound. Still, consumers are price sensitive, and even an increase of $1K can send “106 thousand people to the sidelines” on a particular…

1
“10x” Gains in Gold, How to Play Credit Deterioration 6:37

1d ago6:37

6:37

Tavi Costa believes credit is “starting to deteriorate” and is looking at credit spreads to play that idea. He considers immigration changes as a bigger economic impact than Trump’s tariffs. He thinks the administration is trying to devalue the dollar and bring interest rates down. Tavi also thinks gold could go up “10 times” from its current level…

1
Bitcoin's "Risk On" Sentiment, Great Way to "Export Dollar" 6:54

1d ago6:54

6:54

Austin King argues that "things have never been better" for Bitcoin on a structural level despite tapping pre-election lows earlier in March. He tells investors not to get distracted by short-term market noise behind the crypto's price fluctuation. Blockchain technology is another piece of the crypto puzzle Austin expects to be a great way to "expo…

1
Ca$htag$: Chipotle (CMG) 11:12

1d ago11:12

11:12

Kevin and Tom discuss Chipotle, noting margin and tariff pressures from high-cost ingredients like avocado. They also compare its scale to other fast food operators like McDonald’s (MCD) and offer an example options trade. Then, Landon Swan joins to discuss Likefolio’s sentiment data on CMG, saying they’ve been bullish on the stock for the last 4-5…

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Chewy (CHWY) Needs to Ramp Growth 5:41

1d ago5:41

5:41

Tom Hulick is “not surprised” by Chewy’s strong earnings as a pet parent himself, but wouldn’t add the company to his strategy unless it can ramp up its growth rate. Chewy’s autoship and digital platform benefitted from Covid, and Tom says the easiness and friendless of its experience is a big plus. He’s also positive on the company’s “innovation.”…

1
The Big 3: JNJ, GE, LULU 11:44

1d ago11:44

11:44

Healthcare headwinds have TheoTrade's Don Kaufman leaning bearish on Johnson & Johnson (JNJ) while staying bullish in GE Aerospace (GE) despite hitting 18-year highs today. He offers options trades in those companies alongside an earnings play for Lululemon (LULU). Kevin Green turns to the technical trends behind the charts. ======== Schwab Network…

1
‘Readjustment’ Takes 6-9 Months: Buckle In, Traders 9:53

1d ago9:53

9:53

John Creekmur says that a market “readjustment” typically takes 6-9 months, and that any change offers opportunities. He says traders need to be aware of their time frame whenever they make a move right now. He also talks about the pressure on tech, which he thinks is driven by valuations. ======== Schwab Network ======== Empowering every investor …

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