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
Fed Announcement's Effect On Bitcoin
March 18, 2021 12:18 - 7 minutes - 45.3 MBBob Iaccino joins Oliver to discuss the recent FOMC announcement and the potential impact on Bitcoin. As a long term bullish investor of bitcoin, Bob has been opportunistically selling a portion of his holdings as the crypto currency grasps at new highs. One of the concerns Bob has with bitcoin is recent regulatory scrutiny from monetary authorities in India and China.
Opportunities In Biotech Sector
March 17, 2021 22:11 - 6 minutes - 34.6 MBSylvia Jablonski shares her thoughts on today's FOMC announcement. She expects consumers will have a generous boost to income and savings form fiscal stimulus, and that perhaps equity analysts have underestimated the strength of forward earnings growth. Sylvia believes equities are still the place to be invested despite inflation risks and interest rate sensitivity. In the equity space, Sylvia is bullish on semiconductors, next generation secular technologies, and biotech's.
Michael Shaoul: Trade-Related Prices In Deflationary Trend For Last Decade
March 17, 2021 16:33 - 12 minutes - 56.5 MBMichael Shaoul talks expectations ahead of the FOMC announcement Wednesday. He notes the increasing evidence of rapidly rising price pressures, with the Import Price Index at its highest level since October of 2018 and the Export Price Index the highest since September of 2014. Shaoul notes trade-related prices have been in a deflationary trend for the last decade.
Long Term Tech Stock Picks
March 17, 2021 12:47 - 5 minutes - 102 MBNancy Tengler makes the case for why tech may one of the top performing sector in scenarios of higher interest rates and competition from value based equities. In the semiconductor space, Nancy see LRCX delivering high revenue and earrings growth and INTC as a solid turnaround story. The pervasive shortage in semiconductor chips has created solid pricing power, better margins, and compelling future returns.
CarLotz (LOTZ) CEO Talks Revenue
March 17, 2021 12:43 - 9 minutes - 159 MBMichael Bor explains how LOTZ differs as an ecommerce vehicle company relative to traditional used car dealerships. The company business model is a unique consignment to retail based vehicle marketplace. LOTZ reported earnings whereby retail unit sales increased 12% year over year and net revenues increased 40% relative to the same quarter in 2019. In 2021, the company plans to open between 3 to 4 hub locations per quarter.
Retail Sector Outlook
March 17, 2021 00:52 - 4 minutes - 26 MBWhat are the takeaways from the February retail sales data? Amanda Lai says that catalysts driving the retail rebound are the stimulus, vaccine rollout, pent-up consumer demand, and businesses reopening.
How Mastercard Benefits From Economic Recovery
March 17, 2021 00:49 - 7 minutes - 43.7 MBTom Plumb discusses how Mastercard (MA) is better poised than its peers to benefit from a worldwide economic recovery. Plumb says the company will benefit from a a resurgence in travel and entertainment expenses from both companies and individuals, and sees 25 percent revenue growth over the next few years.
Outlook For Cybersecurity Sector
March 17, 2021 00:43 - 6 minutes - 95.9 MBNicole hosts industry professionals Peter Tran and Alex Hamerstone to discuss their thoughts on the outlook for the cybersecurity sector throughout the rest of 2021. Stocks mentioned include Palo Alto Networks (PANW) and Crowdstrike (CRWD), which reports 4Q earnings results after markets close on Tuesday, Mar. 16, 2021.
How Real Estate Is A Hedge Against Inflation
March 17, 2021 00:42 - 6 minutes - 31 MBWith the S&P 500 Real Estate sector just off new 52-week highs, Al Lord joins Oliver to discuss his outlook for real estate stocks ahead of the FOMC announcement on Wednesday, Mar. 17, 2021.
How Will Millennial Investors Spend Their Stimulus?
March 15, 2021 21:09 - 6 minutes - 111 MBJane Gallina provides her thoughts on where millennial investors will deploy the multi trillion dollar stimulus that just passed in congress. She believes much of the money will be used to invest in the stock market as well as for personal consumption. Jane also remind investors of a the FOMC meeting this week which could further exasperate the most recent stock market correction.
Winners And Losers In Sports Media Rights
March 15, 2021 17:54 - 5 minutes - 27.8 MBDan Rayburn weighs in on the NFL currently negotiation future broadcast TV and streaming rights deals as Amazon (AMZN) is bidding for Thursday night games. In addition, Peacock TV becomes the exclusive streaming home of the WWE network in April.
Wayne Kaufman's Stocks To Watch: GS, LPX, WYNN, DKNG
March 15, 2021 17:46 - 6 minutes - 98.2 MBWhat is the state of economic recovery? Wayne Kaufman says that stock valuations are still attractive versus bond yields as the market breadth is very strong and earnings estimates continue to move higher.
Small Cap Stock Rally
March 15, 2021 15:55 - 9 minutes - 151 MBSteve Scruggs weighs in on how interest rates impact small cap stocks, while examining the FPA Queens Road Small Cap Value Fund (QRSVX). In addition, his stock pick is MasTec (MTZ).
Examining Flows in Tech ETFs
March 15, 2021 12:29 - 9 minutes - 44.6 MBCinthia Murphy examines aggregate ETF fund flows this week and year to date. 2021 has favored value, small caps, and emerging markets ETF's. Last week, momentum growth technology ETF's resumed inflows after a 3 week corrective selloff.
CEO Of HOFV Talks Growth Outlook For The Company
March 12, 2021 19:11 - 7 minutes - 121 MBThe President and CEO of Hall of Fame Resort & Entertainment Company, Michael Crawford, details the company’s strategy as the economy reopens and shares the overall growth outlook going forward.
Opportunities Outside of Tech
March 12, 2021 19:08 - 6 minutes - 29.7 MBRyan Payne weighs in on the "great rotation" out of the tech sector as there is an impact of rising interest rates. Some sectors that investors should pay intention to are transport, financials, and industrials.
Bitcoin's Continued Climb
March 12, 2021 14:11 - 4 minutes - 67.9 MBHoward Greenberg, the cryptocurrency educator at Prosper Trading Academy, says he sees bitcoin futures (/BTC) potentially reaching as high as 62,000. Greenberg breaks down the latest moves in the cryptocurrency and how it relates to traditional assets like the U.S. Dollar (/DX) and gold futures (/GC).
Pegasystems (PEGA) CFO Talks 4Q Earnings Highlights
March 12, 2021 13:19 - 8 minutes - 45.4 MBPegasystems CFO Ken Stillwell gives a company overview, highlighting the cloud stock's goal, which is to develop applications for marketing, sales, onboarders, and customer service. It has nearly 5,700 employees worldwide, and its clients include private sector and government agencies. Pegasystems is currently up over 50% year-over-year.
Why Volatility Remains Elevated
March 12, 2021 13:17 - 7 minutes - 39 MBMatt Rowe explains why volatility remains elevated using a two way distribution approach rather than simply using VIX as a fear index in the traditional sense. He takes a relative value framework approach in managing risk due two high premium cost to hedging. Matt suggest owning high conviction stocks with lest costly hedging, versus low conviction stocks that require costly risk management via put protection.
Wedbush Adds Apple To Best Ideas List
March 11, 2021 15:22 - 7 minutes - 38.8 MBDan Ives explains the reasons why he is extremely compelled by the opportunity to own Apple after the most recent correction since the beginning of February. Dan expects a multitude of positive catalysts such as higher average unit selling prices for flagship products, an upgrade cycle, and higher margins from services . By the end of the year, his price target range is between $175 and $180 placing the company at market cap of nearly 3 trillion dollars.
Reasons To Hold On To Winning Stocks
March 11, 2021 15:21 - 6 minutes - 31.1 MBGeorge Seay provides insights on how adjust an equity portfolio to deal with a market wide correction. He suggests that it makes more sense to hold onto winners longer, and it takes discipline to cut losers from your positions. Losing stocks need to go in order to carve a path for better opportunities. Lastly, it is most important for an investor to keep emotions in check.
Investopedia's March Reader Survey
March 10, 2021 20:53 - 10 minutes - 55 MBInvestopedia's Editor-In-Chief, Caleb Silver, says that readers remain bullish, while indicating that bitcoin is in a "bubble" currently. His stocks to watch are WGO, VAC, WH, and BALY.
Roblox (RBLX) Going Public
March 10, 2021 12:38 - 7 minutes - 63.1 MBAnthony Bartolacci weighs in on the mobile game maker, Roblox (RBLX) going public this week. Its worldwide revenue grew 114% year-over-year, passing Candy Crush, which had been the top game the past 3 years.
Media Industry Outlook
March 10, 2021 12:26 - 6 minutes - 118 MBWhich streaming companies are benefiting during the Covid-19 pandemic? Tuna Amobi weighs in on Disney+ passing 100M subscribers, in addition to Comcast (CMCSA), Netflix (NFLX), and Apple (AAPL).
Role Of Interest Rates In Recent Market Weakness
March 10, 2021 12:18 - 10 minutes - 31.1 MBWhat is the role of interest rates and bonds in today's market? Mark Dow says that the connection between bonds and stocks has been "misdiagnosed."
Investors' vs Traders' Take On The Economy & Big Tech
March 08, 2021 20:05 - 8 minutes - 41.6 MBHilary Kramer says that investors are clinging too hard to the "K-shaped economy" theory, and traders remain obsessed that the economy is divided into winners and losers. In addition, she believes the forecasts that justify bullishness around big tech.
Disconnect Between Growth and Value Stocks
March 08, 2021 20:00 - 7 minutes - 36.2 MBNicole Webb says that investors are going to see higher than normal growth rates, especially with a surge in road trips in 2021. However, she does not believe that this is a 1999-2000 era tech moment within the stock market.
3D Systems CEO On Growth Opportunities
March 08, 2021 19:56 - 7 minutes - 36.8 MBThe President and CEO of 3D Systems (DDD), Jeff Graves, weighs in on recent earnings which reported $0.09 in EPS and $172.7M in revenue. He says that the company is on a mission to transform business through manufacturing innovation.
Catalysts Driving Markets In Near-Term
March 08, 2021 13:42 - 5 minutes - 32.2 MBJeffrey Abalos says that the market is at an inflection point as the bulls and bears are fighting over the 50 period Simple Moving Average. In addition, he weighs in on the recent Tesla (TSLA) stock movement.
Technology Stocks Outlook
March 08, 2021 13:23 - 9 minutes - 46.1 MBShana Sissel weighs in on growth versus value stocks and how to manage risks in your portfolio. Her active managers and tactical products to watch are CCAPX, CPITX, MRSK, and THLGX.
Arcimoto (FUV) CEO On Electric Vehicles
March 05, 2021 19:14 - 8 minutes - 148 MBThe CEO and founder of Arcimoto (FUV), Mark Frohnmayer, says that the electric vehicle OEM platform company is developing products for daily utility, last-mile delivery, vehicle sharing and autonomy. The stock is up more than 5% in 2021.
Financial Sector Outlook
March 05, 2021 12:36 - 6 minutes - 107 MBDavid Trainer evaluates potential opportunities in the financial sector with rates continuing to rise. His stocks to watch are Goldman Sachs (GS), JPMorgan Chase (JPM), Royal Bank of Canada (RY), State Street Corp. (STT), Northern Trust Corp. (NTRS), and Morgan Stanley (MS).
Principal LinkedIn Economist On Labor Trends During The Pandemic
March 04, 2021 21:37 - 6 minutes - 31.2 MBWhat job sectors are seeing growth? The principal economist at LinkedIn, Guy Berger, PH.D., weighs in on seasonally adjusted hiring, in addition to how the economy reopening and additional stimulus could affect the labor market.
Outlooks For 5G & Telecom
March 04, 2021 20:16 - 7 minutes - 31.6 MBIndustry professionals Ivan Feinseth and Keith Snyder join Nicole to discuss the outlook for the telecom sector surrounding emerging 5G capabilities.
Lou Basenese: Everyone Is On High Alert Over Interest Rates For No Reason
March 04, 2021 19:19 - 6 minutes - 31.5 MBLou Basenese says the noise surrounding interest rates provides near-term volatility and opportunity, and that long-term fundamentals remain bullish. These fundamentals include better-than-expected earnings, pent-up economic demand, and accommodative monetary policies.
Why Are SPACs So Popular?
March 04, 2021 14:11 - 7 minutes - 33.2 MBLouis Cordone says that SPACs are essentially shell companies set up by investors to raise money as they can offer liquidity during market volatility. In addition, they offer a faster process compare to an IPO.
FuboTV (FUBO) CEO Talks Revenue
March 04, 2021 13:18 - 8 minutes - 56.9 MBThe co-founder and CEO of FuboTV (FUBO), David Gandler, weighs in on the company reporting its first $100M quarter as the full year ad revenue grew $133 year-over-year and full year subscriber revenue grew 73% year-over-year.
Nightdragon Acquisition Corp. (NDCAU) Chairman On Importance Of Cybersecurity
March 03, 2021 12:23 - 7 minutes - 131 MBChairman Dave DeWalt details NightDragon’s merger plans, and gives his outlook for how the company fits into the cyber security space as the SPAC debuted on March 2nd.
Outlook for the Biotech Sector
March 03, 2021 12:19 - 6 minutes - 27.9 MBBrad Loncar says that long-term investors need to look for companies trying to solve big problems like making gene therapies safer or making drugs more affordable. His stock to watch is Magenta Therapeutics (MGTA).
How Rising Rates Could Affect Dividend Stocks
March 03, 2021 12:15 - 5 minutes - 89.8 MBMatt Peron talks through the ongoing dividend trends over the last decade, as well as dividend trends seen specifically in 2020. Peron also discusses how the ongoing pandemic led to $220B of dividend cuts globally, and what this could mean for these dividend-paying stocks and their shareholders.
Pandemic's Impact On Streaming
March 03, 2021 12:14 - 6 minutes - 29.5 MBDan Rayburn and Lynnwood Bibbens give an update on the streaming sector, while providing their outlook on the space for the year ahead. They discuss the reported paid TV losses in the U.S. through 2020, with traditional cable taking a hit. The pair also talks about the lasting impact the pandemic has had on these streaming services.
CEO Of Telus International Talks Recently Expanded Google Cloud Partnership
March 02, 2021 19:24 - 8 minutes - 60.9 MBThe President and CEO of Telus International (TIXT), Jeff Puritt, says that the company designs, builds, and delivers tech solutions to enhance the digital consumer experience. Its integrated solutions and capabilities span digital strategy, innovation, consulting, and design. The stock debuted on February 3rd, 2021.
Zoom Video (ZM) CFO Talks 4Q Revenue
March 02, 2021 19:20 - 9 minutes - 57.7 MBZoom Video (ZM) CFO Kelly Steckelberg explains strong performance on all aspects of the business including direct, online, and channel contributions. They are also seeing strong performance in international which has grown to 33% of revenue from 20% one year ago. They see customers buying annual and multi-year agreements. They see telehealth and education benefitting from Zoom Video going forward.
Spire Global CEO On What To Know About The Company
March 02, 2021 12:24 - 7 minutes - 40.1 MBThe Founder and CEO of Spire Global, Peter Platzer, says that the company collects space-based data through over 100 satellites while delivering subscription-based data and analytics to global customers. It will go public via a merger with Navsight Global Holdings (NSH).
Target (TGT) Earnings Preview
March 01, 2021 21:18 - 7 minutes - 39.2 MBPanelists Katie Thomas and Hilding Anderson talk Target ahead of its quarterly report. They also discuss retail as a whole, with Thomas noting trip consolidation works in favor of the big box retailers and that this behavior will be sticky for the foreseeable future. Anderson highlights Target is the class leader in omnichannel profitability in third quarter, and continues to be one of the most digitally-advanced big box retailers.
Winners And Losers In Transports Sector
March 01, 2021 12:44 - 5 minutes - 32.7 MBDory Wiley weighs in on the transports sector being up more than 6% in 2021 as railroads, trucking, and delivery services are all coming back. Some of these stocks include UNP, UPS, CSX, NSC, and FDX.
ETFs In A Volatile Market
March 01, 2021 12:40 - 5 minutes - 24.1 MBCinthia Murphy examines the ARKK ETF, and Top ETF out flows like JNK, LQD, GLD, and XLK. How are these performing on a short-term and also a long-term basis?
Cars.com CEO On What's Next For The Company
March 01, 2021 12:33 - 7 minutes - 47.7 MBThe President and CEO of Cars.com, Alex Vetter, weighs in on upcoming company earnings and the stock reaching a 52-week high in February. Its monthly traffic in 4Q20 was 138.1M visits - down 6% year-over-year. What is next for the company as the economy reopens?
The Impact Of Rising Interest Rates On Growth Stocks
February 26, 2021 19:19 - 6 minutes - 30.7 MBJohn Petrides says that Wall Street is focused on the rate of change in bonds and yields as Powell and Yellen continue to stall on the next stimulus, despite improving economic conditions. On the other hand, he believes that growth stocks are about valuations and not necessarily fundamentals.
DraftKings (DKNG) CEO On Company's 4Q Earnings
February 26, 2021 18:35 - 7 minutes - 42.4 MBDraftKings (DKNG) CEO Jason Robins sees long-term growth as more states legalize gambling. He sees increased revenue based on fulfilling customer requests and partnerships. He says there has been a benefit from people being at home and having extra spending money.