Street Talk

Episodet

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  The Biggest Risk Is Not Being Risky Enough - Stocks To Buy Now 15.09.2026 22min

  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 17min

  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 23min

  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 32min

  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.
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  More Weakness Ahead? Kevin Mahn Says Buy These 7 Stocks 09.09.2026 18min

  With oil at $100 and a Fed decision looming, Kevin Mahn explains why he’s still bullish long-term and breaks down where he’s putting money to work—and the 7 names he still owns.
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  AI Stocks Are Propping Up the Market — Peter Schiff On What To Buy Instead 08.09.2026 39min

  With AI propping up the market and stocks appearing “expensive,” Peter Schiff, Chief Economist and Global Strategist at Euro Pacific Asset Management explains why gold’s downside is limited — and where retail investors can still find real upside.
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  Retail Is Beating the S&P — What They’re Buying Right Now 03.09.2026 26min

  Steve Sosnick of IBKR breaks down how retail traders have outperformed the S&P by timing dips, taking profits on names like Nvidia and Salesforce, and staying nimble — a strategy he says matters even more now with the market “overdue for a pullback” and long‑term rates pushing toward 5%.
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  Stocks Could Fall 10% — Here’s The Pullback Playbook 02.09.2026 19min

  Kristina Hooper explains why she believes a 10–20% pullback is still coming — driven by rising yields, vulnerable tech valuations, and geopolitical headwinds — and shares the specific areas she thinks retail investors should target when markets reset.
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  Missed the AI Boom? September Might Be Your Entry Point 01.09.2026 15min

  Nvidia was only the beginning of the AI boom, and Sylvia Jablonski argues that September’s volatility could unlock the next big winners. With hyperscalers still spending aggressively and AI infrastructure expanding, the real upside may come from the overlooked trades — memory, photonics, and the companies fueling the chips.
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  Stocks Could Pull Back in September — Here’s What Joe Tigay is Buying 31.08.2026 21min

  September is historically the market’s weakest month. Joe Tigay breaks down the signals he’s tracking - low VIX, inflation shocks, overspending in AI - and the stocks he’s watching on pullbacks including names like Alphabet and Amazon.
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  Will A Fed Rate Hike Hurt Stocks? Here’s How To Position Now 28.08.2026 18min

  Ben Emons, Founder and CIO of Fed Watch Advisors, says the odds of a September hike are far higher than markets are pricing in — and breaks down what this could mean for your portfolio and where to invest now.
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  Andrew Graham’s Top Trade Now — And His Signal to Buy More 27.08.2026 22min

  Andrew Graham of Jackson Square Capital explains where the biggest opportunities sit across tech, healthcare, and consumer stocks — and the oversold trigger he watches before putting cash to work.
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  The AI Trade Is Changing — Here’s Where To Look For Opportunity Next 25.08.2026 20min

  Anastasia Amoroso says the AI trade is shifting away from chip stocks and reveals the overlooked areas — from hyperscalers to power and software — where she sees the strongest new opportunities for investors. Recorded: August 25, 2026
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  The Best AI Stocks to Buy Now — And One to Avoid 24.08.2026 25min

  CFRA Senior Vice President and Equity Analyst Angelo Zino breaks down where he sees opportunity in AI, what could derail the trade and which stocks he likes best. Plus, he weighs in on Nvidia ($NVDA), Salesforce ($CRM) and Marvell ($MRVL) ahead of earnings, the outlook for software, and the AI stock he’d be most nervous owning.
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  S&P Nearing 7,800 Target — CIO On Where To Take Profits 20.08.2026 25min

  The S&P is already near Ahmed Riesgo’s 7800 target, and he says rising rates are the biggest risk to this market right now. He breaks down exactly where he’d take profits — and why he’s rotating money into bonds, healthcare, and equal‑weight exposure to stay ahead of the next move.
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  Dan Ives on the AI Sell-Off 20.07.2026 18min

  Dan Ives of Yorkville Ives & Company breaks down why he believes the AI trade is still in the early innings, what's driving the recent sell-off, and the key signals he's watching—including enterprise AI demand, Big Tech CapEx, cloud growth, and what could actually change his bullish outlook.