Street Talk

Episodes

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  ‘Huge’ AI Correction Ahead: Where To Move Your Money Now 15.10.2026 16m

  With tech shares selling off, Motley Fool Asset Management’s Bill Mann warns that debt-heavy AI stocks could plunge 40% or more as the bubble starts to burst. He breaks down why more market turbulence is ahead, the major tech giant he is actively avoiding, and 3 stocks to buy right now before leadership shifts.
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  Want Anthropic Exposure Before Its IPO? Here’s How - With Yuri Khodjamarian 14.10.2026 19m

  As copper wiring hits physical limits in AI data centers, Tema ETFs CIO Yuri Khodjamarian explains why photonics and optical networking represent the next trillion dollar infrastructure bottleneck. He also breaks down how his fund $LAZR provides rare pre-IPO exposure to Anthropic, why photonics technology is positioned to outpace traditional chip makers, and how retail investors can capitalize on this massive shift to light-speed computing.00:00 Introduction00:15 Photonics: The Next Frontier of AI Infrastructure01:33 Inside the $LAZR ETF Portfolio03:02 Anthropic’s Role in the Photonics ETF04:15 Why Anthropic Over OpenAI05:18 Anthropic’s Pre-IPO Exposure and ETF Strategy06:24 Photonics vs. Nvidia and Broadcom: AI Investment Opportunities10:03 Photonics Growth Drivers and the Next Wave of Demand11:26 AI Infrastructure Valuations and the Photonics Opportunity13:25 The Best AI Investment Opportunities in Today’s Market16:15 Rapid-Fire: This or ThatRecorded: October 13, 2026Want more investing content?TheStreet Website: ⁠⁠⁠⁠⁠⁠⁠https://www.thestreet.com/⁠⁠⁠⁠⁠⁠⁠TheStreet YouTube: ⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@TheStreet⁠⁠⁠⁠⁠⁠⁠ TheSteet X: ⁠⁠⁠⁠⁠⁠⁠https://x.com/TheStreet⁠⁠⁠⁠⁠⁠⁠TheStreet Instagram: ⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/thestreet/⁠⁠⁠⁠⁠⁠⁠TheStreet Facebook: ⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/TheStreet/ ⁠⁠⁠Want to advertise? Send us an email at [email protected]
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  This Bank Has More Upside than JP Morgan: Stocks To Buy After Earnings With Dave Ellison 13.10.2026 20m

  Following major bank earnings, Hennessy Funds portfolio manager Dave Ellison reveals why Citigroup offers more upside than JPMorgan as healthy credit conditions power the broader economy. He also explains why the bull market can power through year five and his exact blueprint for investing $10,000 right now.00:00:00 Introduction00:00:06 Bank Earnings & Economic Health00:01:02 Most Attractive Big Four Bank00:01:38 Are Bank Stocks a Buy Here?00:02:10 Is the Market Getting Ahead of Itself?00:03:53 Where to Put Money to Work00:06:23 Market Areas to Avoid00:07:20 Best Strategy for Retail Investors00:08:04 Paul Tudor Jones’ Bearish Outlook00:08:57 Is the AI Boom a Dot-Com Bubble?00:09:57 Are OpenAI and Anthropic the New Subprime Mortgages?00:11:44 Can the Market Hold Up If AI Stumbles?00:12:20 Will the Bull Market Turn Five?00:13:04 How to Position Into Year-End00:13:48 Is S&P 500 Tech Exposure Too High?00:14:22 What to Buy With $10,000 Today00:16:52 Rapid-Fire: This or ThatWant more investing content?TheStreet Website: ⁠⁠⁠⁠⁠⁠https://www.thestreet.com/⁠⁠⁠⁠⁠⁠TheStreet YouTube: ⁠⁠⁠⁠⁠⁠https://www.youtube.com/@TheStreet⁠⁠⁠⁠⁠⁠ TheSteet X: ⁠⁠⁠⁠⁠⁠https://x.com/TheStreet⁠⁠⁠⁠⁠⁠TheStreet Instagram: ⁠⁠⁠⁠⁠⁠https://www.instagram.com/thestreet/⁠⁠⁠⁠⁠⁠TheStreet Facebook: ⁠⁠⁠⁠⁠⁠https://www.facebook.com/TheStreet/ ⁠⁠Want to advertise? Send us an email at [email protected]
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  Bull Market Turns 4: Buy Highs or Wait for a Dip? 12.10.2026 19m

  As the S&P 500 bull market marks its four-year milestone, LPL Financial Chief Cross-Asset Strategist Adam Turnquist joins Caroline Woods to analyze current market trajectories, technical indicators, and macroeconomic risks. Key Discussion Topics:Market Resilience & S&P 500 Outlook: Evaluating the four-year bull market milestone, the validity of the technical breakout above 7,800, and the projected path toward the 8,000 milestone. Market Breadth Analysis: Addressing concerns surrounding narrow market participation and the historical context of mega-cap leadership. Macroeconomic Headwinds: Assessing the potential market impact of surging oil prices and elevated 10-year Treasury yields. Sector Leadership & Big Tech: Technical evaluations of the technology sector, alongside key resistance and support levels for Microsoft and Nvidia. Financial Sector Preview: Analyzing bank earnings expectations, consumer loan loss provisions, and the broader implications for cyclical rotation. Rapid-Fire Segment: Rapid assessments addressing the sustainability of the bull market, Bitcoin projections, and critical threshold levels. Listen to the full episode for professional technical insights and strategic positioning guidance heading into year-end.Recorded: October 12, 202600:00 Intro00:11 S&P 500 Bull Market Outlook01:04 Is The Market Too Narrow?02:12 S&P 500 Price Target and Catalysts02:59 Will Tech Continue To Lead?03:37 Oil Prices and Yield Thresholds for Market Risks04:45 Which Sectors Will Lead Into Year-End?05:33 Is Big Tech Back In Control?06:22 Microsoft Stock Analysis and Key Levels07:28 Nvidia’s Technical Setup and Up-Trend08:29 Vulnerability of the Market Without Nvidia09:08 Using Technical Analysis and Momentum Strategies10:08 Bank Earnings and Financial Sector Trends11:22 Citigroup Technical Setup Going Into Earnings12:09 Implications of Bank Earnings for the Broader Market13:03 Buying New Highs and Q4 Market Seasonality14:07 Identifying Breakout Opportunities vs. Pullbacks15:07 Healthy Pullbacks vs. Serious Market Warning Signs15:46 Nvidia as a Key Chart to Watch16:14 Concerns and Warning Levels for Nvidia16:42 Rapid-Fire: This or ThatWant more investing content?TheStreet Website: ⁠⁠⁠⁠⁠https://www.thestreet.com/⁠⁠⁠⁠⁠TheStreet YouTube: ⁠⁠⁠⁠⁠https://www.youtube.com/@TheStreet⁠⁠⁠⁠⁠ TheSteet X: ⁠⁠⁠⁠⁠https://x.com/TheStreet⁠⁠⁠⁠⁠TheStreet Instagram: ⁠⁠⁠⁠⁠https://www.instagram.com/thestreet/⁠⁠⁠⁠⁠TheStreet Facebook: ⁠⁠⁠⁠⁠https://www.facebook.com/TheStreet/ ⁠Want to advertise? Send us an email at [email protected]
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  Energy Over AI? Stocks To Buy Before Yields Hit 7% with Ben Emons 09.10.2026 17m

  Are high treasury yields, rising oil prices, and upcoming Fed rate hikes set to ignite the next leg of the stock market rally—or derail it entirely?In this episode, Ben Emons, CEO of Fed Watch Advisors, joins host Caroline Woods to break down why 10-year Treasury yields could surge to 6% or 7% and what that means for your portfolio. Discover why oil refiners might outperform top AI tech stocks, how higher interest rates could surprisingly boost consumer spending, and where smart money is positioning ahead of bank earnings. Plus, don't miss our high-stakes Rapid-Fire: This or That round, where Ben makes bold calls on S&P 8000 targets, Bitcoin vs. Gold, and the likelihood of a 2027 recession. Key Topics Covered:• Why 10-Year Treasury Yields Could Hit 6–7%• Oil Refiners vs. AI & Tech Stocks: The Next Big Winners• Asset Allocation: Energy, Bonds, & Consumer Discretionary• How Higher Rates Impact the American Consumer• Bank Stocks Ahead of Earnings: Opportunity or Trap?• Federal Reserve Rate Hike Forecasts & Model Predictions• Rapid-Fire: Bold Market Predictions, Oil Targets, & Recession RisksRecorded: October 9, 202600:00 Intro00:07 Market Overview & 10-Year Treasury Yields02:02 Investment Opportunities: Oil Refiners vs. AI Stocks03:03 Key Oil Price Levels to Watch03:25 Should You Take Money Out Of AI Stocks?04:11 Impact of Higher Rates and Energy Prices on Consumers05:42 Consumer Discretionary Stocks & Retail Sector Outlook06:58 Bank Stocks Ahead of Earnings08:11 Small-Cap Stocks & Interest Rate Risks09:03 Outlook for 10-Year Yields Reaching 6-7%10:58 Potential Impact of High Yields on the Stock Market12:00 Federal Reserve Policy & Rate Hike Forecast13:58 Top Sectors & Asset Classes for Rate Hikes14:49 Recession Risks & Market Indicators15:30 Rapid-Fire: This or ThatWant more investing content?TheStreet Website: ⁠⁠⁠⁠https://www.thestreet.com/⁠⁠⁠⁠TheStreet YouTube: ⁠⁠⁠⁠https://www.youtube.com/@TheStreet⁠⁠⁠⁠ TheSteet X: ⁠⁠⁠⁠https://x.com/TheStreet⁠⁠⁠⁠TheStreet Instagram: ⁠⁠⁠⁠https://www.instagram.com/thestreet/⁠⁠⁠⁠TheStreet Facebook: ⁠⁠⁠⁠https://www.facebook.com/TheStreet/ ⁠
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  “New Highs Are The Best Time To Buy” — Art Hogan’s Playbook For S&P 8,000 08.10.2026 20m

  In this episode of Street Talk, host Caroline Woods sits down with Art Hogan, Chief Market Strategist at B. Riley Wealth, to break down the latest market moves, rate concerns, and portfolio strategies for retail investors. With the S&P 500 hovering near record highs, Art explains why he bumped his price target to 8,000, where he sees sector rotation heading next, and how to position your portfolio for upcoming earnings season. Key Topics Covered:S&P 500 & Market Highs: Why 8,000 is on the horizon and what’s driving earnings expectations. Sector Rotation & Big Tech: Whether to trim tech gains or use pullbacks as a buying opportunity in names like Microsoft, Amazon, and Apple. Non-Tech Opportunities: Top stock picks across financials, industrials, and healthcare, including JPMorgan, Eaton, and Eli Lilly. Macro Headwinds & Commodities: How rising 10-year yields, $100 crude oil, and Middle East tensions impact the bull market. Alternatives & Small Caps: The setup for Gold, Bitcoin, and the Russell 2000 as interest rates fluctuate. Rapid-Fire: This or That: Quick-take picks on Nvidia vs. Apple, Pepsi vs. Coke, market risks, and the biggest midterm election mistake to avoid. Recorded: October 8, 2026Chapters:00:08 S&P 500 Price Target & Year-End Market Highs01:21 Leadership Shift: Will Non-Tech Sectors Outperform?02:10 Is It Time to Trim Big Tech Holdings?02:53 Buying Tech Pullbacks: Strategy & Opportunities03:30 Top Tech Stocks to Buy on a Pullback04:35 Top Stock Ideas Outside of Technology06:13 Market Timing vs. Investing in Sector Rotation06:57 Is Index Investing in the S&P 500 Safe at All-Time Highs?08:11 Impact of Middle East Escalation & $100 Crude Oil on Stocks09:43 Earnings Season Warning Signs & Defensive Portfolio Moves10:36 When & How to Shift to Defensive Investments11:35 Is Gold a Bargain After Pulling Back From Highs?13:00 Clarifying Gold Strategy: Buy Now or Wait?13:13 Is Bitcoin a Buy Above $80,000?14:03 Small-Cap Stocks Outlook & Interest Rate Risks15:43 The Biggest Midterm Election Mistake Investors Make16:32 Rapid-Fire: This or ThatWant more investing content?TheStreet Website: ⁠⁠⁠https://www.thestreet.com/⁠⁠⁠TheStreet YouTube: ⁠⁠⁠https://www.youtube.com/@TheStreet⁠⁠⁠ TheSteet X: ⁠⁠⁠https://x.com/TheStreet⁠⁠⁠TheStreet Instagram: ⁠⁠⁠https://www.instagram.com/thestreet/⁠⁠⁠TheStreet Facebook: ⁠⁠⁠https://www.facebook.com/TheStreet/ ⁠
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  AI Stocks Will “Outrun The Avalanche”: CIO Mark Malek On What To Buy And What To Avoid 07.10.2026 23m

  As 10-year Treasury yields hit 5.3%, Siebert Financial CIO Mark Malek breaks down why top AI growth stocks can still “outrun the avalanche.” He lays out 3-tier tech framework, the best dip-buying opportunities in Nvidia and Micron, and the consumer stocks to “avoid like the plague.”Recorded: October 7, 202600:00 Are Higher Yields Finally Catching Up With Stocks?00:58 Why Higher Bond Yields Haven't Broken the Stock Market03:34 Can Growth Stocks Power the Market Higher Despite Elevated Yields?04:56 Stock Market Pullbacks as Buying Opportunities05:49 AI Stock Picks: Which Tech Companies Justify the Valuation Risk?06:23 Tier 1 AI Companies with Strong Balance Sheets07:57 Tier 3 AI Upstarts to Avoid08:15 Industrial AI Infrastructure Stocks: Caterpillar, Vertiv, and Eaton10:49 Is Micron Still a Buy After Its Massive Rally? 11:37 Choosing Between Nvidia and Micron for Long-Term Growth13:08 Diversifying Portfolio Risk Outside of Tech Stocks14:34 Financial Stocks Outlook Ahead of Earnings Season16:33 What to Listen For in Bank Earnings and Consumer Health Signals18:22 Consumer Discretionary Stocks Concerns 19:08 Why Invest in Growth Stocks Over 5% Treasury Bonds?21:41 Rapid-Fire: This or ThatWant more investing content?TheStreet Website: ⁠⁠https://www.thestreet.com/⁠⁠TheStreet YouTube: ⁠⁠https://www.youtube.com/@TheStreet⁠⁠ TheSteet X: ⁠⁠https://x.com/TheStreet⁠⁠TheStreet Instagram: ⁠⁠https://www.instagram.com/thestreet/⁠⁠TheStreet Facebook: ⁠⁠https://www.facebook.com/TheStreet/ ⁠
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  Market Risks Are Building — How To Prepare For The Next Pullback 06.10.2026 16m

  As stocks hit record highs, hidden structural risks could set everyday investors up for a 2027 market pullback. RCN Wealth Advisors President Nick Lumpp breaks down how to protect your cash and rebalance your portfolio using gold, bonds, and real assets before the next drop.Recorded: October 6, 202600:00:12 – Why Market Caution Is Warranted 00:02:40 – Stock Market Outlook: Bullish or Expecting a Downturn? 00:03:34 – Portfolio Hedging & Risk Reduction Strategies 00:05:06 – Inside the RCN Strategic Allocation ETF 00:05:22 – Quantitative vs. Human-Driven Investment Strategies 00:06:44 – Why Bet Big on Small-Caps Ahead of an Economic Slowdown? 00:07:58 – What Triggers a Rotation Away From Small-Cap Stocks? 00:08:18 – Has Breadth Deterioration Begun in the Market? 00:08:34 – Portfolio Rebalancing: Today vs. 6 Months Ago 00:08:42 – Staying Invested in Small-Cap Momentum 00:09:02 – Why Hold a 19% Allocation to Gold? 00:12:05 – S&P 500 & Tech vs. Gold & Small-Caps: Why Diversify Now? 00:12:28 – Navigating High Market Return Expectations 00:13:18 – Biggest Market Risks for New Capital Today 00:13:52 – Market Pullback vs. Bear Market Crash Expectations 00:14:30 – Preparing Portfolios for Structural Volatility 00:14:43 – Rapid Fire: This or ThatWant more investing content?TheStreet Website: ⁠https://www.thestreet.com/⁠TheStreet YouTube: ⁠https://www.youtube.com/@TheStreet⁠ TheSteet X: ⁠https://x.com/TheStreet⁠TheStreet Instagram: ⁠https://www.instagram.com/thestreet/⁠TheStreet Facebook: ⁠https://www.facebook.com/TheStreet/ ⁠
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  Buy Now or Wait? What To Do As Stocks Hit Record Highs 05.10.2026 16m

  Sonali Basak, Chief Investment Strategist at iCapital explains where she’d put new money to work, why she’s waiting for better entry points, and the sectors she believes still have room to run.00:00:00 - Bull Market Health vs. Underlying Risks 00:01:13 - S&P 500 Year-to-Date Gains and Q4 Outlook 00:01:56 - Key Market Pullback Levels and Entry Points 00:02:58 - 10-Year Treasury Yields and Equity Returns 00:04:07 - Cash Positioning and Market Correction Strategy 00:04:27 - Dollar-Cost Averaging in the Current Market 00:05:16 - Financial Sector Outlook: Risk vs. Opportunity 00:06:10 - Sector Allocation and High-Conviction Plays 00:06:58 - Tech Rally Sustainability at Record Highs 00:07:56 - Semiconductors vs. Software Opportunities 00:08:46 - Earnings Season Expectations for AI and Big Tech 00:10:25 - Energy Sector Risks and Downside Factors 00:10:28 - High-Risk Market Areas to Avoid 00:11:06 - Broad Index Funds vs. Individual Tech Stock Picking 00:11:59 - Market Breadth and Concentration Risk Beyond Tech 00:13:21 - The Year-End Bear Case for Stocks 00:14:05 - Catalysts for the S&P 500 Bull Case 00:14:28 - Rapid-Fire Stock Market RecommendationsWant more investing content?TheStreet Website: https://www.thestreet.com/TheStreet YouTube: https://www.youtube.com/@TheStreet TheSteet X: https://x.com/TheStreetTheStreet Instagram: https://www.instagram.com/thestreet/TheStreet Facebook: https://www.facebook.com/TheStreet/
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  Stocks Could Fall 20% If This Happens — Here’s How to Prepare 03.10.2026 28m

  With the 10‑year Treasury climbing toward levels Kenny Polcari calls the market’s ‘danger zone’, he breaks down what could happen if yields push even higher — and the exact stocks he’s positioning into now, from financials and healthcare to select tech and AI names he expects to outperform once the reset hits.
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  Bullish on Micron? When a 2X ETF Makes Sense — And When It Doesn’t 02.10.2026 13m

  Micron earnings are Wednesday, and options are pricing in a ~10% move. Is a 2X leveraged Micron ETF the smart way to play it, or a costly mistake? Direxion’s Bilal Little breaks down how leveraged single-stock ETFs really work, why they’re built for daily trading, and what happens to a 2X fund if Micron swings 10% either way.
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  Don’t Get Left Behind — CIO Reveals The 6 Stocks To Buy Now 30.09.2026 25m

  Prime Capital CIO Will McGough says investors should keep buying stocks and reveals the six stocks he believes can outperform as earnings stay strong and AI spending accelerates.
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  S&P 500 Is Too Concentrated — Here’s Where to Move Your Money 25.09.2026 22m

  Brent Schutte, Chief Investment Officer at Northwestern Mutual Wealth Management, says today’s S&P 500 is the second-most concentrated market he’s seen in 33 years. He explains why diversification is more critical than ever — and exactly where he’s finding opportunity instead, from small and mid-cap stocks to high-quality bonds and REITs.Recorded: September 24, 2026
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  Don’t Wait For Cheaper Stocks — Rebecca Walser On Stocks To Buy Now 24.09.2026 19m

  Rebecca Walser of Walser Wealth Management says we’re at the cheapest price entry point of the largest innovation cycle in history. She breaks down where retail investors should put money now, from ASML and Micron to energy and gold, and why “you will be a laggard if you don’t participate.”Recorded: September 24, 2026
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  The Market Is Expensive — But These Stocks Are Still Cheap 21.09.2026 20m

  Think stocks are too expensive to buy? Josh Wein of the Hennessy Cornerstone Growth Fund explains why he sees better opportunities beyond pricey mega-cap tech, shares the mid-cap stocks he’d buy now and reveals why he expects another 5–10% upside for the market this year.
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  Financial Winter Ahead? Stocks to Buy and Trim Now 17.09.2026 22m

  Dale Smothers, CEO of RDS Wealth, breaks down his current portfolio moves stock by stock, including what he’s buying right now, what he’s trimming for seasonal reasons, and his full shopping list if the market pulls back even more.Recorded: September 10th, 2026
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  The Biggest Risk Is Not Being Risky Enough - Stocks To Buy Now 15.09.2026 22m

  David Wagner of Aptus Capital Advisors explains why avoiding risk is the biggest mistake investors can make, why any pullback is a buying opportunity, and the names he’s buying right now.
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  Sit Out or Buy Now? The Signal Ken Mahoney Wants Before Jumping In 14.09.2026 17m

  Ken Mahoney explains why he’s sitting out until the Fed raises rates — and why the real buy window opens only after the market digests the reaction over the next couple of days. He breaks down the signals he’s watching, the volatility ahead, and the pullback levels he uses before jumping in.
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  A ‘Much Larger Pullback’ Is Justified: How to Prepare 12.09.2026 23m

  Gabelli Funds Portfolio Manager Justin Bergner says hotter inflation and a long‑term Treasury yield spike justify a much larger pullback — and lays out how retail investors should position, what stocks to watch, and what kind of pullback would trigger buying again.
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  10% Move Ahead? Ross Gerber Reveals What He’s Buying Now 11.09.2026 32m

  Ross Gerber, CEO, Gerber Kawasaki lays out the path to a potential 10% move higher — and lays out the stocks he says still deserve capital even in a choppy market.