In this clip from our June 2026 Investment Strategy commentary, I explain why oil prices aren't higher given that 20% of the supply has been cutoff due the closing of the Strait of Hormuz.
#OilPrices#EnergyMarket#Investing
In this clip from our June 2026 Investment Strategy commentary, I explain why oil prices aren't higher given that 20% of the supply has been cutoff due the closing of the Strait of Hormuz. #OilPrices#EnergyMarket#Investing
In this clip from Money for the Rest of Us Plus, I share something to watch out for when investing in income-oriented closed-end funds. A number of CEFs sustain their dividends by continually issuing new common stock.
#Investing#CEFs#StockMarket#FinanceTips
In this clip from our premium podcast episode for Money for the Rest of Us Plus members, I share why the long-term returns for investing in commodities have been so low, and under what circumstances you should own commodity ETFs. #Investing#Commodities#Finance#StockMarket
In this clip from our premium podcast episode for Money for the Rest of Us Plus members, I share how most commodity ETFs originally issued K1s, but now the newer commodity futures ETFs issue 1099s. You can learn more about Plus membership on our website. #Investing#Commodities
In this clip, from episode 557 of the Money for the Rest of Us podcast, I explain why option income from covered call strategies is not free money, but is linked to the expected price appreciation of the underlying stock(s).
#Investing#Stocks#Dividends
In this clip, from episode 557 of the Money for the Rest of Us podcast, I share why investors should avoid single stock option income ETFs on Tesla, NVIDIA or Strategy, and just buy the individual stock instead.
#Investing#Stocks#FinanceTips
In this clip, from episode 557 of the Money for the Rest of Us podcast, I share what drives the level of option premium income for covered call strategies.
#Investing#OptionsTrading#FinanceTips#CoveredCalls
In this clip from my conversation on the Stacks Over Tax podcast, I share the behavioral reason why it is better not to look at your brokerage account too often.
#Investing#FinanceTips#MarketVolatility
In this clip from my conversation with Jim Dahle on the White Coat Investor podcast, I share that we each have a diversified pool of capital that includes more than just money, and one of our challenges is deciding when we have enough. #FinancialFreedom#Investing#Mindset
The U.S. national debt just exceeded 100% of GDP. The bond market's response was ho-hum.
In this clip, I share what we can monitor regarding national debt dynamics rather than sitting around worrying about what might happen. #NationalDebt#Economy#FinanceTips#USDebt#Investing
The Indian stock market has been one of the world's worst performers year-to-date because it is directly impacted by the war in Iran, since India imports upwards of 90% of its oil.
Still, the war won't last forever. #India#Investing#StockMarket
In this short clip from our recent Asset Camp livestream, we share the interlinkages between AI, productivity, earnings growth, stock market performance, and jobs.
#AI#StockMarket#Investing#Economy
@FrankieCalcutta@chrismartenson Between tariffs and the Iran War, the Trump Administration has effectively implemented a closet carbon tax, which helps accelerate the energy transition to renewables and lowers emissions by reducing the amount of packages sent from China.
Today, I share how to rebalance your portfolio. How to do so when you have fixed targets and ranges, and how to do so if you don't really have portfolio targets. I also share two recent portfolio trades I made as an example of rebalancing.
#Investing#PortfolioManagement
In this clip from my conversation with Jim Dahle on the White Coat Investor podcast, I explain how money is created out of thin air, but it still has a link to the real world through energy use.
Kevin Warsh was confirmed as the new Chair of the Federal Reserve. Now the hard work begins. Despite the Trump Administration's desire for a policy rate cut, the numbers suggest the policy rate should be increased.
#Fed#Economy#Inflation#KevinWarsh#Investing
I was recently asked if AI will destroy capitalism. It will not. Capitalism thrives on good ideas, of which AI is just the latest. In this clip, I share some thoughts on where we are with AI, especially some of its current vulnerabilities.
#AI#Capitalism#TechTrends#Future