Michael C. Khouw

Portfolio Manager, CNBC Contributor, YieldMax Strategist and podcaster

[Michael C. Khouw @Michael_Khouw]

Stellantis to sell small Fiat Topolino EV for $13,995 in U.S. https://t.co/z1AQSx6DNw

[Gad Saad @GadSaad]

Socialism/Communism is all about imposed equality except for those doing the empathetic redistribution. They deserve more than the lowly worker ants.

[Michael C. Khouw @Michael_Khouw]

Remote work offers convenience and redundancy, but it is, in my experience, in every other way inferior.

[Michael R. Strain @MichaelRStrain]

My advice for the two million young people who graduated with bachelor’s degrees over the last few months and are just starting their careers: Go to work—not just figuratively, but literally. If you have a job that allows hybrid work arrangements, do not use them. Instead, be at your desk five (or six!) days per week. And if your job is fully remote, start looking for a new one.

The message younger workers need to hear is not nuanced: Be physically present. Work hard. Knock on doors. Get to the office before your supervisor arrives, and don’t leave work before he or she does.

First impressions matter, and like the background on a Zoom call, they can be blurred and distorted unless you are standing face to face.

My @ProSyn column: https://t.co/bfj4GcMryx

[Michael R. Strain @MichaelRStrain]

My advice for the two million young people who graduated with bachelor’s degrees over the last few months and are just starting their careers: Go to work—not just figuratively, but literally. If you have a job that allows hybrid work arrangements, do not use them. Instead, be at your desk five (or six!) days per week. And if your job is fully remote, start looking for a new one.

The message younger workers need to hear is not nuanced: Be physically present. Work hard. Knock on doors. Get to the office before your supervisor arrives, and don’t leave work before he or she does.

First impressions matter, and like the background on a Zoom call, they can be blurred and distorted unless you are standing face to face.

My @ProSyn column: https://t.co/bfj4GcMryx

[ambassador of qwan @ambofqwan]

"When the clock starts, empty talk ends. Conviction begins. Truth reveals itself."
— Jonathan Qwan

ETF Income Portfolio Challenge...
🏆 110 Picks. 11 Portfolio Managers. Is There A Clear Message...

Which ETF issuers were selected most?

When it came time to make real decisions, these were the firms that earned the most conviction across the inaugural ETF Income Championship draft.

🥇 YieldMax — 15 selections @YieldMaxETFs

🥈 NEOS — 7 @NEOSInvestments

🥈 Roundhill Investments — 7 @roundhill

🔥 5 selections each
• Amplify ETFs @AmplifyETFs
• Direxion @DirexionLETFs
• GraniteShares @graniteshares
• Kurv @kurvinvest
• REX Shares @REXShares

📈 4 selections each
• Global X @GlobalXETFs
• Nicholas Wealth Management @XFunds_

⚡ 3 selections each
• Defiance ETFs @definanceetf
• First Trust
• Overlay Shares @LS_funds
• TappAlpha @TappAlphaFunds
• Tuttle Capital Management @TuttleCapital

👏 2 selections each
• Calamos Investments
• NestYield @NestYieldEtfs
• Quantify Funds @quantifyfunds
• Simplify ETFs @SimplifyAsstMgt

This isn't a performance ranking.
It's a snapshot of where 11 different portfolio managers placed their conviction when building championship rosters.

🌐 Explore every pick, every portfolio, and the live standings at https://t.co/RbwCpKbRch

Come for the competition... 🏆
Stay for the tools, analytics, and insights that help you make better investment decisions. 📊

🎙️ Presented by Gold Digger Media @RetireonDividen
💚 Powered by Dividend Vision @DividendVisions @dividendvision @MikeSchiemer
📊 In partnership with Quantify Funds @quantifyfunds

#ETF #ETFIncomeChampionship #DividendVision #IncomeInvesting #GoldDiggerMedia #YieldMax #NEOS #Roundhill #QuantifyFunds

[Michael C. Khouw @Michael_Khouw]

@federalreserve Paper: Impact of Unauthorized Immigration on U.S. Labor and Housing Markets. https://t.co/HKqC5t6rcG via @DallasFed

[Clifford Asness @CliffordAsness]

Wow. After much effort Vox found one (their word) economist who doesn’t hate rent control. I take everything back.

[Michael C. Khouw @Michael_Khouw]

Over the weekend and on yesterday's video I mentioned a secondary made sense for $RIVN - guess they were listening (jk).

R2 looks like a winner to me, co's not out of the woods, but might consider adding some here on this pullback.

I also wrote about this on https://t.co/lMeXEgtRlr

Open Mike Parts 1&2 (interrupted due to power outage) July 6th, 2026 https://t.co/T765psNc4q via @YouTube

[Michael C. Khouw @Michael_Khouw]

Rivian, Tesla and the 'Holly Index': How to trade the new EV Main Street battle https://t.co/qrA2oVJ4L1

[Brivael Le Pogam @brivael]

Je suis Français.

Ma boîte est américaine.

Et aujourd'hui, 4 juillet, jour où l'Amérique fête ses 250 ans, je veux dire les choses simplement : j'aime les États-Unis.

Pas par posture. Par lucidité.

Parce que vous avez gardé ce que l'Occident a produit de meilleur, et que trop d'Européens ont oublié.
Vous respectez la création de valeur. Chez vous, réussir n'est pas un péché à expier mais une preuve qu'on a rendu service au monde. Votre rapport à l'argent est sain : ce n'est pas une honte, c'est de l'énergie qu'on remet en mouvement.

Vous êtes des joueurs, pas des victimes. Quand quelque chose casse, vous demandez « comment on répare » pas « qui est le coupable ». L'Europe, elle, a fait de la plainte un sport national et de la victimisation une identité. C'est notre vraie maladie.

Vous incarnez encore les valeurs de l'Occident. Le dépassement de soi. La liberté individuelle. Et qu'on l'oublie jamais le fun. Un peuple qui ne sait plus jouer, rêver grand et rire de lui-même est un peuple qui a déjà commencé à mourir.

Vous avez bâti les meilleures technologies des 40 dernières années. Internet, le mobile, le cloud, le spatial, l'IA. Pendant que d'autres écrivaient des rapports sur l'innovation, vous la livriez.
Maintenant, deux conseils. De quelqu'un qui vous aime.

Méfiez-vous du poison communiste qui s'infiltre chez vous. Il ne porte plus l'uniforme rouge. Il a muté. Décroissance, wokisme, globalisme : mille visages, une seule logique culpabiliser le fort, punir le créateur, dissoudre l'individu dans la masse. Ne le laissez pas entrer par la porte de derrière au nom de la vertu.

Continuez d'accélérer.

Vous n'êtes pas qu'un pays, vous êtes le dernier grand accélérateur de la civilisation. Créez les conditions pour que l'Occident finisse par se réunir autour de trois piliers : la propriété, la liberté individuelle, le capitalisme. Vous en êtes le moteur. Mais n'oubliez jamais que l'Europe reste votre socle culturel vos racines sont ici.

Alors joyeux anniversaire, l'Amérique. Restez joueurs. Restez libres. Restez debout.

Au travail. 🇺🇸

[Michael C. Khouw @Michael_Khouw]

Every Bear Went Broke | Meb Faber on Why America Won for 250 Years — And... https://t.co/K4As1IQ8RP via @YouTube

[Clifford Asness @CliffordAsness]

250 Years ago we declared independence and fought for it for the next five years and three months until we finally defeated England on penalty kicks after a thrilling Nil-Nil match at Yorktown.

[Jeffrey Gundlach @TruthGundlach]

Head of the “100 to 81 NAV overnight markdown” said to be stepping down. Could be a harbinger. Serial “heads stepped down” in the GDC. In the present case, it’s maybe a “taking the fall” scenario. If a huge asset manager does “100 to 81 overnight” without assigning blame it must be institutional failure.

[Michael C. Khouw @Michael_Khouw]

https://t.co/r4ltkDvodz

[John Cleese @JohnCleese]

Martina is right, of course

This is madness

[sarah guo @saranormous]

the destruction of American education over the past decade is an incredible self-own

competence is objective. a child can either do the math or they can’t. but in the u.s., a lot of people have reasons not to say that!

parents don’t want to hear their kid is struggling. teachers don’t want scores used to manage them. districts don’t want embarrassment. progressives worry accountability will create inequity. conservatives don’t want federal authorities. so we end up with process, weak standards, and excuses to explain away bad outcomes.

people object that it’s phones, covid, demographic change.

ok! but we fail globally when others have phones, covid too — vietnam is much poorer than the u.s., yet performs well in international math comparisons. some countries treat math as a basic skill everyone needs to master. here, it is part of a fight about fairness, autonomy, and feelings

in the age of AI — if people can’t do basic math, read closely, or think through problems, ai won’t make them more capable. it will become something they rely on without understanding. the countries that come out ahead in the global race won’t just have better technology. they’ll have people who know how to use it, question it, build on it. we need the national ability to decide something is worth doing coherently (teaching math!)

the US has the money to teach math well but it has not shown the will. we are failing the next generation

[Professor Mark W Guthner @MGuthner]

When will budget deficits and money printing kill the dollar? If and when the dollar dies, what will replace it? This has always been the question I have had and why I have argued that the death of the dollar is overstated. I have argued the world will look more like a zombie apocalypse where the dollar is just living dead. It will lose its value against real things, gold cars, houses, food, energy, etc., but it’s not gonna crash and get replaced by another national currency. There is no other national currency one can trust to hold its value. Currency collapses happen in other countries all the time. The local government runs deficits, the local central bank prints money to cover it leading to inflation. Once the inflation gets bad enough people to sell the currency to buy things and the US dollar. The problem with the gold standard is gold is heavy and difficult to transport as a result you need a third-party to hold the gold as people trade certificates in paper and digital form to settle transactions. History is shown we can’t necessarily trust third parties. This leads people to the bitcoin standard. Will that happen I have no idea.

[Michael C. Khouw @Michael_Khouw]

Trump’s offenses - both real and imagined - are being used as cover to promote some very bad ideas…and some bad people. https://t.co/hh6Yl1sDHh

[WOLF @WOLF_Financial]

MILTON FRIEDMAN WAS ASKED WHAT CAUSES INFLATION, AND HE REFUSED TO BLAME ANY OF THE USUAL SUSPECTS

Not consumers. Not producers. Not unions, not foreign countries, not oil imports.

He pinned it on one thing, and one thing only:

In Friedman's view, inflation is made in one place because only one place can create money. As he put it, "Inflation is always and everywhere a monetary phenomenon."

His argument was that it comes down to too much government spending and too much money creation, and in his words, nothing else.

A decades-old clip that reads very differently against today's inflation debate.

[Anthony Pompliano 🌪 @APompliano]

“Inflation is created in Washington because only Washington can create money.” - Milton Friedman

h/t @Vivek4real_