Schwab Network
4,326 episodes - English - Latest episode: 13 days ago - ★★★★★ - 23 ratingsSchwab Network is brought to you by Charles Schwab Media Productions Company (CSMPC), a subsidiary of The Charles Schwab Corporation and not a financial advisor, registered investment advisor, broker, or futures commission merchant. THE SCHWAB NETWORK SITE, CONTENT, APPS, and RELATED SERVICES, ARE ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES. Not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction. ©2024 CSMPC. All rights reserved.
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Episodes
The Impact Of Chip Shortages On Semiconductors
April 22, 2021 21:37 - 6 minutes - 32.7 MBAngelo Zino says that there is a positive fundamental outlook for the semiconductor industry for the next 12 months as the base case assumes growth of 12% to 15% in 2021. He weighs in on the sector recently falling after Lam Research (LRCX) earnings report. Also, what should investors expect from Intel (INTC) earnings?
What Role Crypto Should Play In Your Portfolio
April 22, 2021 13:42 - 6 minutes - 36 MBMichael Robinson weighs in on investing in crypto stocks. He says that every investor should consider exposure to some form of digital currency and blockchain as Bitcoin alone is worth $3T in just 8 years. His favored digital currency is Ethereum, which is built for smart contracts.
Genius Sports (GENI) CEO With A Company Overview
April 21, 2021 22:29 - 8 minutes - 54.2 MBThe co-founder and CEO of Genius Sports (GENI), Mark Locke, says that the company is a data, technology, and commercial partner that connects sports, betting, and media. Its sport league partners include the NFL, Premier League, NCAA, and PGA. The company went public via a $1.5B SPAC merger with DMY Tech Group.
Talking Restaurant Stocks: CMG, SBUX, WING
April 21, 2021 19:34 - 7 minutes - 48.4 MBWhat are some trends to watch in the restaurant space? Nick Setyan and Ryan Patel weighs in on the Wedbush Chipotle (CMG) report that indicates that the stock is poised to see accelerated market share gains post-Covid, especially with its menu innovation and loyalty.
Key Takeaways From Netflix Earnings
April 21, 2021 19:27 - 8 minutes - 46.8 MBTom Rogers weighs in on the recent Netflix (NFLX) earnings report which indicated $3.75 in EPS and $7.16B in revenue. The streaming service added 4M subscribers in 1Q. What is the outlook for the company post-earnings, and how is the competition faring?
Comparing The Current Bull Market To Past Markets
April 21, 2021 19:23 - 5 minutes - 28.7 MBEva Agi says that strong internals support that the stock market could go even higher as 95% of the S&P 500 is trading above 200-DMA. Investors have seen this before in 2004 and 2010 bull markets where the trend led to choppiness. One of her stocks to watch is MGM, which is up about 25% in 2021. The others are TRSSF and NVDA.
Market Valuation Concerns
April 21, 2021 15:24 - 10 minutes - 54.2 MBLiz Ann Sonders, Sr. Vice President & Chief Investment Strategist at Charles Schwab, says on a 50-day average basis, the spread between the S&P's breadth relative to the Nasdaq's has never been wider than now. She says we are in lofty valuation territory. She says rising interest rates aren't in and of themselves a risk to the overall equity market, but they do put downward pressure on pockets of excess valuation. She discusses market P/E ratios.
Newest From Apple (AAPL)
April 20, 2021 19:45 - 6 minutes - 104 MBDaniel Rubino weighs in on Apple (AAPL) launching event biggest news of a new "M1" chip, "AirTag" for lost devices, and the 5G iPad Pro. The company also announced a new Apple Podcasts Subscriptions Marketplace.
Netflix Earnings Expectations
April 20, 2021 19:39 - 6 minutes - 33 MBDan Rayburn and Lynnwood Bibbens weigh in on Netflix (NFLX) earnings estimates which report $2.98 in EPS and $7.14B in revenue. The company finished 2020 with 204M subscribers, up 37M from the year before. What are some competitors within the streaming services space?
CEO Greg Duncan Talks Virios Therapeutics (VIRI)
April 20, 2021 18:00 - 6 minutes - 45.3 MBThe CEO and Chairman of the Board of Directors of Virios Therapeutics (VIRI), Greg Duncan, says that the clinical-stage biotechnology company is focused on novel, dual mechanism antiviral therapies to treat chronic debilitating diseases like fibromyalgia. The stock began trading on the Nasdaq in December 2020.
Cyclical & Growth Positioning: Energy, Financials, & Tech
April 20, 2021 15:02 - 7 minutes - 37.9 MBMichael Arone says the bullish case for markets remains sound. He continues to encourage to barbell cyclical and secular change in this period, while he also favors both cyclical and growth positioning like energy, financial, and tech sectors.
Johnson & Johnson (JNJ) Earnings
April 20, 2021 10:35 - 6 minutes - 34 MBDavid Toung says the FDA panel is not expected to approve the resumption of JNJ's vaccine this week. For the company, the vaccine issue may not be a material concern to the company's earnings and revenue Medical devices are expected to show robust growth due to elective procedures and consumer health products are expected to show improving sales.
Investment Opportunities In Cannabis Industry
April 20, 2021 10:34 - 5 minutes - 20.2 MBNoah Hamman gives his outlook for the cannabis industry with the U.S. House expected to vote on the Safe Banking Act of 2021. This act would allow banks to service U.S. cannabis companies. But states are likely to continue to decide the legalization cannabis.
Travel Sector Notes
April 19, 2021 18:17 - 6 minutes - 28.7 MBOctavio Marenzi and Joseph Gissy say that economy hotels fared much better than upscale ones as business travel is down more sharply than leisure. Gissy weighs in on Airbnb (ABNB) already being higher than their pre-pandemic numbers, and expects to see Wyndham and Marriott to be the top hotel winners.
OPNT CEO Discusses The State Of The Opioid Crisis
April 19, 2021 18:00 - 8 minutes - 55 MBThe CEO of Opiant Pharmaceuticals (OPNT), Dr. Roger Crystal, says that the company develops treatments for substance use, as well as addictive and eating disorders. Their breakthrough naloxone nasal spray treatments are FDA approved for treatment of opioid overdose. The stock is up 32% in 2021.
Outlook For Small-Cap Value Stocks In 2021
April 19, 2021 17:57 - 5 minutes - 23.7 MBTom Lydon says that the U.S. markets are in an overall bull trend as aggressive stimulus policies are fueling inflation fears and spikes in treasury yields. In addition, he weighs in on small-cap value stocks continuing to gain momentum in 2021.
Current Multiples Favor International & Emerging Markets
April 19, 2021 17:55 - 7 minutes - 40.8 MBDana D'Auria says consider international diversification if you have not already. She highlights that multiples favor international markets and emerging markets in particular, and that consensus EPS growth estimates are higher in major Ex-U.S. economies.
Outlook For Tech Sector: INTC, NVDA
April 16, 2021 19:42 - 7 minutes - 37.8 MBJohn Freeman and Chris Johnson weigh in on Nasdaq-100 being back to record highs as investors moved from small-cap back to large-cap tech. They say that Nvidia (NVDA) reclaimed its title as the chip leader, and that Intel (INTC) should not be counted out.
Sectors That Perform Well In A High Rate Environment
April 16, 2021 15:23 - 9 minutes - 51.6 MBMona Mahajan, US Investment Strategist at Allianz Global Investors, says they see the ten-year yield grinding higher. She thinks there is another leg higher in the value rotation. She also thinks the reopening industries such as the airlines and leisure and travel names will benefit from the reopening. With the new administration they also like the infrastructure area, 5G, and cybersecurity as well as clean energy.
Outlook For Financials During Economic Recovery
April 16, 2021 11:39 - 7 minutes - 127 MBAaron Dessen examines financials earnings like Bank Of America (BAC), Citigroup (C), JPMorgan Chase (JPM), and Wells Fargo (WFC). How do interest rates affect these companies?
Areas Of Opportunity In Chip Space
April 16, 2021 11:34 - 5 minutes - 23.4 MBAndrew Wang says that the semiconductors sector has good visibility as lead times extend to 12-50 weeks and point to upside demand. He also examines the Taiwan Semiconductor (TSM) stock that reported earnings of $0.96 in EPS and $12.92B in revenue.
TuSimple (TSP) CFO On Beginning Publicly Trading
April 16, 2021 11:28 - 9 minutes - 61.3 MBThe CFO of TuSimple (TSP), Pat Dillon, says that the global autonomous driving technology company has operations in the U.S., China, Japan, and Europe. The stock began publicly trading on April 15th and opened at $40.35 per share.
Lovesac (LOVE) Earnings With CEO Shawn Nelson
April 16, 2021 11:23 - 7 minutes - 49.8 MBThe founder and CEO of Lovesac (LOVE), Shawn Nelson, weighs in on recent company earnings that reported $129.7M in revenue versus the $116.13M estimate. The stock is up 49% year-to-date. What is next for the company as the economy reopens?
What's Next For AppLovin (APP)
April 16, 2021 11:19 - 6 minutes - 38.6 MBThe president and CFO of AppLovin (APP), Herald Chen, says that the software company helps videogame and other developers monetize and manage their apps. In addition, it owns its own portfolio of mobile games. The stock debuted trading on April 15th.
The Importance Of Staying Invested During Times Of Volatility
April 15, 2021 14:34 - 5 minutes - 28.3 MBJames Albis, COO of Ticker Tocker, says financial markets are going to grow unabated. They are looking at airlines companies and the retail companies for growth post pandemic. He adds we are in an unprecedented moment and opportunity for investing. He says the millennial generation is especially pouring into the markets now. He says to avoid emotional investing and to stay long in any market.
Real Estate As An Inflation Hedge With Netlease ETF (NETL)
April 15, 2021 10:41 - 5 minutes - 30 MBAlexi Panagiotakopoulos CIO and Partner at Fundamental Income, discusses one of their ETFs (NETL) and shares his optimism for the REIT sectors and income generation. "Not only is this an income play, but these companies do reinvest cashflow", he elaborates on the growth factor and how in 2020 alone the sector grew by roughly 15 billion to over 200 billion in gross enterprise value. His outlook is bullish long-term on real estate as the NETL ETF is up 9% YTD.
WFC And JPM Earnings
April 15, 2021 10:37 - 9 minutes - 53.1 MBStephanie Lewicky joins Ben to talk bank earnings and the market reaction to record results in revenues and earnings. Investment banking, equities trading, and fixed income returns , and loan growth were major catalysts for stellar results. She also highlights how banks serve as a positive barometer for the start of earnings season, and how the price action of banks have impacted the major indices overall.
Outlook For Travel Demand
April 15, 2021 10:36 - 6 minutes - 36.8 MBUma Pattarkine shares her research and insights on the state of travel demand which is still at approximately 60% of 2019 levels. She is seeing more demand for resort style hotels for leisure travelers, and consumers still prefer destinations that are in driving distance. Despite the economic recovery this year and into 2022, the hotel industry still projects demand to be down 13% in the coming 18 months.
The Debut Of Coinbase (COIN)
April 14, 2021 22:30 - 5 minutes - 39.9 MBDavid Trainer discusses the valuation and the profitability of Coinbase. He notes there is a big difference between a good company and a good stock. David says there is a untethered frenzy behind the price action in COIN despite his belief it is a company with good prospects. According to David, the $100 billion dollar valuation is ridiculously high, and the company has little to no chance of achieving profitability goals that match the current market cap.
The Case For Long-Term Investors To Buy The Dip In Tech
April 14, 2021 22:23 - 8 minutes - 42.2 MBMichael Loukas, CEO of Truemark Investments and Trushares, says rising interest rates won't kill the tech bull market long-term. He says there is no signs of slowing demand for "work-from-home" tech services. He adds secular trends poised to accelerate: cloud migration, SaaS, cybersecurity, and A.I. entering biotech. He explains their A.I. and deep learning ETF symbol LRNZ.
The Upcoming Earnings Season
April 14, 2021 22:22 - 5 minutes - 38.7 MBA new earnings season is beginning with the first quarter results of a few big banks being released on Wednesday, Apr. 14, 2021. Along with the financials sector, we'll also hear from companies within the health care, air lines, retail, and consumer staples industries as well, which could lead to a lot of volatility in people's portfolios. Jeffrey Abalos joins Market Overtime to explain what investors should expect during the season as well as how to manage their portfolios.
The Latest In Cryptocurrency
April 14, 2021 22:21 - 8 minutes - 50.9 MBThe cryptocurrency educator at Prosper Training Academy, Howard Greenberg, joins Oliver to talk about the choppiness in bitcoin futures (/BTC) after reaching a new intraday record above $65,000 on Wednesday, Apr. 14, 2021. Greenberg says he doesn't expect /BTC to fall much further, and anticipates it even reaching $75,000 following more widespread adoption of the asset among corporations and the broader stock market.
Winners & Losers In Retail Sector
April 13, 2021 20:23 - 8 minutes - 36.5 MBJan Rogers Kniffen and Patrick McKeever say that since 1999, brick-and-mortar has not taken even 1% of the market share back from online as retailers need to be prepared to operate with about 300 mall-based stores. In addition, according to Patrick, dollar stores, discount and big-box retailers are best positioned.
NVIDIA's Arm Computing Collaboration Announcement
April 13, 2021 10:55 - 8 minutes - 52.2 MBMatt Bryson discusses the size of the server market and how Nvidia's GPU architecture fits in with its existing products. By providing a faster interconnect between data center servers, Nvidia can closely compete with incumbent companies like Intel. In the semiconductor space, Matt sees the chip shortage as a primary overhang to revenue and earnings in the entire semiconductor group.
Bitcoin's Role In The U.S. Economy
April 13, 2021 10:53 - 10 minutes - 48.5 MBThe CEO of CoinShares Jean-Marie Mognetti joins Oliver to discuss Bitcoin's rising role in the U.S. economy a day before the largest cryptocurrency exchange, Coinbase, goes public on Wednesday, Apr. 13, 2021. Mognetti talks about Coinbase's more than $100B IPO valuation as well as the company's preliminary 1Q earnings, in which it reported approximately $1.8B in total revenues and 6.1M monthly transacting users.
Amanda Lai's Retail Picks For Economic Reopening: LB, TPR, GPS
April 12, 2021 19:09 - 7 minutes - 127 MBAmanda Lai says strong sales and consumer optimism are fueling the April retail stock rally. She notes that there is a shifting investor focus from pandemic-related stocks to reopening-related stocks, and she is now watching LB, TPR, GPS.
Investing In Travel Tech
April 12, 2021 19:07 - 4 minutes - 22.3 MBSam Masucci, Founder & CEO of ETFMG, discusses their Travel Tech ETF, symbol AWAY. He thinks the technology based travel companies will come back quicker to get back to a positive revenue model in advance of the trips actually occurring. He says this fund is up almost 21% YTD.
Fintech Stocks
April 12, 2021 19:05 - 7 minutes - 34.1 MBWhat are the current trends in the fintech space? Dan Dolev and Alex Chalekian weigh in on Mizuho having buy ratings on payment stocks: MA, V, PYPL, and SQ. Currently, Square is up more than 20% in 2021.
The Overly Crowded Stock Market
April 12, 2021 12:19 - 11 minutes - 174 MBMichael Kantrowitz, the chief investment strategist at Cornerstone Macro weighs in on why value earnings have begun to outpace growth. Cornerstone Macro's "attractive" companies are ADBE, ALL, GOOGL, BAC, and AES.
Big Tech Stocks
April 09, 2021 20:36 - 7 minutes - 42.5 MBDoug Astrop and Jim Woods to talk about the recent reemergence of technology stocks as market leaders following a rotation into value along with steepening interest rates. Big tech names Facebook (FB), Alphabet (GOOGL), and Microsoft (MSFT) regained their momentum and set fresh record highs the week of Apr. 5, 2021. Astrop adds that his stock to watch within the tech sector is the Chinese e-commerce giant Alibaba (BABA).
Morningstar's Rating On Tesla
April 09, 2021 17:14 - 7 minutes - 42.8 MBDavid Whiston, U.S. Autos Equity Analyst at Morningstar, has a 1-star rating and a $349 price target on Tesla. They took their 2021 deliveries forecast down to 800K from 950K and expect the semiconductor shortage to slow Tesla's production. They have a 3-star rating and a $59 price target on General Motors. He adds that all four GM brands grew retail sales by double-digit amounts.
Outlook For Biotech Sector
April 09, 2021 17:10 - 5 minutes - 24.7 MBBrad Loncar says that some of the headwinds facing the biotech sector are FTC scrutiny of mergers, drug pricing legislation, strict FDA reviews, and rising interest rates. He recommends that investors look to diversify biotech investing outside of the U.S.
How Blockchain Investments Affect The Markets
April 08, 2021 21:55 - 10 minutes - 86.9 MBNick Coronges weighs in on the rise of non-fungible tokens (NFTS), as well as how corporations from across multiple industries are beginning to accept cryptocurrencies.
Clocktower’s Marko Papic Explains His “Buenos Aires Paradigm”
April 08, 2021 21:51 - 14 minutes - 69.9 MBMarko Papic, the partner and chief strategist at Clocktower Group as well as author of the 2020 book, Geopolitical Alpha: An Investment Framework for Predicting the Future, joins Oliver to discuss his take on the Federal Reserve's recent actions as well as what he calls the Buenos Aires paradigm. Papic explains his theory, and how it relates to the current macro economic picture as the world recovers from the COVID-19 pandemic.
Record Rally In Markets
April 08, 2021 11:14 - 7 minutes - 41.8 MBJosh Strange shares his insights and takeaways on the recent record rally in the market. Discussing the interesting state of the housing market, as the demands are still present and continue to outpace supply. He also elaborates on the pent-up demand driving opportunities in hospitality, travel and leisure.
The State Of The Auto Industry
April 08, 2021 11:12 - 7 minutes - 36.9 MBJeff Schuster and Karl Brauer join a panel on the state of the U.S. and global auto industry. They discuss headwinds that face the industry, as well as the perception of a renewed level of optimism and how each have affected new and used car sales.
Expectations For Upcoming Earnings Season
April 08, 2021 11:11 - 5 minutes - 29.8 MBChris Dearborn talks takeaways from the S&P 500 and Dow Jones Industrial Average hitting fresh all-time highs. He also looks at growth vs. value plays as we head into the next wave of earnings.
Wedbush's Dan Ives On Top Tech Stocks: AAPL, MSFT, NUAN
April 08, 2021 11:10 - 6 minutes - 38 MBWedbush's Dan Ives Says tech stcks have an upward 25-30% move for the rest of the year. He gives the top tech stocks, which are currently Apple, Microsoft, and Nuance Communications, and why these are key to watch for the rest of 2021.
Shana Sissel: Bullish Long-Term On Tech, Semi-Conductors
April 08, 2021 11:09 - 9 minutes - 48.6 MBShana Sissel discusses shifting portfolios to be more active, particularly in the fixed income space. She notes inflation is not necessarily negative, and remains bullish long-term in tech, specifically when looking at semis.
MOON And HJEN ETFs
April 06, 2021 20:49 - 7 minutes - 48.9 MBDirexion is a leader in thematically grouped exchange traded funds, or ETFs. Dave Mazza, Direxion's managing director and head of product joins Oliver to discuss the company's most popular funds focused on disruption: the Moonshot Innovators ETF (MOON), which identifies the 50 most innovative small-to-mid-cap companies, and its Hydrogen ETF (HJEN) that includes 30 companies leading the path toward net-zero emissions via hydrogen.