The Russia Rollback

The Russia Rollback

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Low P/E Picks, Mixed Media & Tesla's ‘Monster Year’ Ahead 12/15/25

The low P/E stocks our strategist says will benefit from the rotation. It’s ‘Game of Thrones’ for the media stocks, and Wedbush’s Dan Ives says 2026 will be a ‘Monster Year’ for Tesla. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collect ...  Show more

Goldman Sachs’ big bet on defined-outcome funds 12/8/25

Goldman Sachs announcing a plan to buy Innovator Capital Management for $2B. We get the inside perspective on where else that deal could take them… and how those types of funds of being employed more and more within the marketplace. Hosted by Simplecast, an AdsWizz company. See p ...  Show more

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When ETFs Stop Working
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If ETFs were living creatures, they might be cockroaches—they can survive almost anything. And yet Russia's invasion of Ukraine has presented a rare test. The VanEck Russia ETF, or $RSX, has seen its trading halted; the product holds shares of Russian companies, many of them in t ...  Show more

MM056: Oil will never trade below $90 again, here's why!
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After a week off the desk, it's great to be back with co-founder and head of trading Piers Curran to discuss what's been happening in markets this week.


We take a deep-dive into the latest news on Russia, where ongoing fighting has resulted in the biggest weekly incr ...

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Big Merger, Big Banks, Lessons from the NYSE Floor
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Earnings season started with head-scratching volatility on Thursday and a surprising merger announcement on Friday. (0:21) Jason Moser and Ron Gross discuss: - Highlights from the Big Banks' latest earnings reports - Kroger's $24 billion plan to acquire rival grocery chain Al ...  Show more

Retail Investing, Pt. 1: International Exposure
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With questions around equity outperformance, tech overvaluation and currency headwinds in the U.S., retail investors may want to look internationally to diversify their portfolio. Chief Cross-Asset Strategist Andrew Sheets and Chief Investment Officer for Wealth Management Lis ...

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