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Top Thematic Investing Opportunities for 2026
We discuss the thematic outlook for 2026 and the key themes investors should keep on their radar. (1:00) - What Impact Will Artificial General Intelligence Have On Tech Going Forward? (6:20) - Why Have Data Centers And Power Restricted AI Expansion? (10:10) - Who Stands To Benefit The Most As The AI Ecosystem Evolves? (13:30) - Are We In An AI Bubble? (16:45) - Top Investment Themes To Keep On Your Radar In 2026 (19:30) - Global X Defense Tech ETF: SHLD (21:25) - How Should Investors Gain Exposure To The AI Infrastructure And Data Centers? (26:30) - Episode Roundup: AIQ, PAVE, ZAP, CHPX, SMH, SOXX [email protected]
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28:42
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28:42
Buffett Loves Japan. Should You?
From political change to corporate reform, Japan's market is heating up. Here's what investors need to know. (0:50) - What Should Investors Know About Japan's New Prime Minister And Their Policies (6:25) - What Is Currently Driving Japan's Equity Rally? (13:00) - ETFs Investors Should Consider When Looking For Exposure In Japan (16:40) - What Other interests Should Investors Be Aware of When Investing In Japan (19:25) - Episode Roundup: DXJ, OPPJ, EWJ, FLJP, FLJH [email protected]
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21:47
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21:47
Quality Over Hype: Investing Wisely for the Long Term
Nancy Tengler shares her market outlook and favorite stocks. (1:00) - Breaking Down The Most Recent Earnings Results From Technology Stocks (5:00) - Should Investors Be Concerned With The Recent Shorting In AI Stocks? (9:40) - Is The Stock Market Due For A Correction? (12:10) - What Companies Stand To Benefit From The Current Consumer Spending Trends? (15:20) - Should You Consider Adding Bank Stocks To Your Portfolio Right Now? (17:30) - Laffer Tengler Equity Income ETF: TGLR (20:15) - The Women's Guide To Successful Investing (23:05) - Episode Roundup: NVDA, MSFT, GOOGL, ORCL, WMT, AXP, JPM, GS [email protected]
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24:55
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24:55
Investing the Buffett Way: Lessons for Today's Investors
We discuss what Buffett's retirement means for Berkshire and investors. (1:00) - Warren Buffett's Retirement and Impact On Berkshire Hathaway (8:45) - Breaking Down Berkshire Hathaway's Equity Portfolio: What Investors Need To Know Right Now (16:30) - The Warren Buffett Premium: Who Will Takeover and Will They Continue The Investment Track Record (20:40) - Will The Berkshire Hathaway Meetings Still Draw The Same Attention? (24:30) - Learning To Invest Like Warren Buffett (29:00) - Episode Roundup: POOL, OXY, AAPL, BAC, IVV, VOO, SPLG, MOAT, QUS, OMAH [email protected]
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31:13
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31:13
From Gold to Uranium: Inside the Metals Boom of 2025
We discuss the outlook for metals and miners, which have surged this year. (1:00) - Should Investors Expect To See Gold Push New Highs? (5:05) - What Is Driving Silver Prices So High? (9:00) - Are Mining ETFs A Good Investment Right Now? (11:50) - How Can Investors Benefit From Uranium? (25:45) - Is There A Specific Commodity Theme Investors Should Stick With? (27:40) - Episode Roundup: SGDM, SGDJ, COPP, COPJ, URNM, URNJ, GBUG, SLVR [email protected]
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29:44
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29:44