Revere Asset Management - Your Money

 Ho Ho Ho! The shop turns out for their last show of 2025 with a special appearance from Santa Claus’ second cousin and a deep dive into last week’s choppy action in the S&P 500 before discussing some bad stocks from ‘trusted’ advisors like Home Depot and Chevron, digging into rare metals with Gold, Silver, and Copper, and revealing why key Space stocks like RKLB and TSLA are worth watching when we start talking about AI datacenters going galactic. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 03:00 – This Week in the Markets 16:00 – Bad Stocks from ‘Trusted’ Advisors – KMB, PSA, CUBE, HD, BAH 22:00 – Space Stocks Worth Watching – RKLB, PL, ASTS 27:00 – TESLA & Gold Miners – TSLA, GLD, NUGT 33:00 – Copper & Tech – COPX, CPER, FCX, TECK     The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post Santa Claus Rally – S&P Bounce Led By Big Tech | Your Money Podcast Ep. 573 appeared first on Revere Asset Management.

 What’s this big Friday reversal all about? The shop digs into this why this week’s AI announcements at AVGO and ORACLE sent the markets spinning down and whether or not a Santa Clause Rally is in the cards in 2025 before diving into a few natural gas names in the energy sector that are going to be crucial for supplying AI demand in 2026, reviewing some rare earth silicon manufacturing names that are driving supply in large-scale computing, and revealing why names in the Space sector like RKLB and SPCX. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 0:00 – Opening Bell 07:00 – This Week in the Markets – AVGO & ORACLE 16:00 – Rules for Stops – Protecting Your Money 22:00 – Power Names in AI Infrastructure – GEV, CAT, BE 30:00 – Rare Earth Names in Silicon Chip Manufacturing – REMX, MP 35:30 – Looming Space Stocks – RKLB, SPCX, GSAT     The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post HUGE Reversal – Up and Dump at AVGO & ORCL | Your Money Podcast Ep. 572 appeared first on Revere Asset Management.

 It’s all TECHNICALS this week as the shop review’s the last 60 days of crazy market action! Don digs into December’s new climb on the S&P after November’s big negative reversal (due to some funny AI-related market action over at NVIDIA) and why we’re still bullish thanks to GROTECTION and TURBOTECTION before diving into a few big multi-year bases worth watching at TER and GEV, reviewing some key semiconductor manufacturers at ASML and ADI, and why Elon Musk’s new moves at TSLA are finally spurning some action from your favorite portfolio managers. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 0:00 – Opening Bell 07:00 – Regarding Today’s Pullback – Ted Jinxes The Market 13:00 – Full Bull Mode – Why Grotection’s Going Strong 16:00 – Big Multi-Year Bases – EQT, TER, LMND 21:00 – Semiconductor Names Worth Watching – SMH, ASML, ADI, LSCC 26:00 – Elon Action & Precious Metals – TSLA, GEV, GLD, GDX, SLV     The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post Full Bull Mode – THE FED Whispers & Triggers the Trend | Your Money Podcast Ep. 571 appeared first on Revere Asset Management.

 Are you scared? Some single-digit pullbacks and a few key growth name dips have some investors running scared this week, but are we really in a bear market… or is this all par for the course? The shop digs into the mailbag to reveal a few key strategic differences in GROTECTION and TURBOTECTION that set Revere apart from other advisors before reviewing a few secondary indicators that tipped off the biggest pullbacks of the week (along with the Fed’s December rate-cut announcements) and how NVDA, IBIT, and other growth stocks aren’t acting outside the realm of normalcy – even if it feels like things are looking down. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 0:00 – Opening Bell 03:00 – Mailbag: When Does GROTECTION Go To Cash? 10:30 – This Week in the Markets 22:00 – Post-Mortem Secondary Indicators: Learning From the NAAIM 27:00 – What Triggers A Bear Market? NVDA, IBIT, SNDK, FFTY     The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post Dead Cat Bounce? Irrational Exuberance In Bear Markets | Your Money Podcast Ep. 570 appeared first on Revere Asset Management.

 There’s ALWAYS gonna be doom-and-gloom stories out there and the market loves to climb a wall of worry! Just take it from Dan – right now the market’s high, so how will you know when to buy, hold, or sell? The shop digs into the highs of last week’s market as Thursday peaked above the 21-day moving average across tech leaders like Micron and Sandisk before diving into BTC’s downtrend and reviewing a few 50-day Pullback Bounces that are showing strength at VRT and SNOW. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 0:00 – Opening Bell 04:30 – This Week in the Markets – Weakness & Whipsaws! 21:00 – Smallcap Relative Weakness – Risk On, Risk Off! 24:30 – AMD, ORACLE, & BITCOIN’s Downtrend – IBIT 31:00 – 50-Day Pullback Bounces – VRT, SNOW, BE     The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post Major Selloff?? Drop Hammers & Buy These Levels!| Your Money Podcast Ep. 569 appeared first on Revere Asset Management.

 Happy Halloween, stock nerds! The shop skips the mailbag AND the news this week to jump right into the markets with Amazon and Google’s big wins, reviewing the S&P 500’s growth since last Wednesday’s big liquidation event, and taking an inside look at Don’s presentation on friend of the show IBD Live before diving into Connor, Ted, and Todd’s 3x picks for growth stocks like TER, TSLA, and SNOW. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 03:20 – This Week in the Markets 09:30 – Reviewing Don’s Guest Spot on IBD Live 23:30 – 2 Gaps & An ETF: TER, URA, AMZN 29:00 – 3 Tech Name Buys: GOOGL, APLD, WGMI 34:00 – 2 Favorites & A Regret: LITE, TSLA, SNOW     The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post Low-Risk Entries – Growth Stock Openings on Don’s IBD Live | Your Money Podcast Ep. 568 appeared first on Revere Asset Management.

 This week might’ve been one of the most difficult weeks for growth investors in 2025 – but what’s the secret to making money when your favorites stocks stall? Don reviews what may be this year’s final shakeout for growth stocks with a close look at Revere’s patented Grotection Gauge before diving into an EXTREMELY low-risk entry into China at KWEB, how TMDX’s upward growth trend is changing the medical game, and a few key datacenter buys at the crossroads of AI and Tech Infrastructure over at IREN. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 03:00 – Wednesday’s Shakeout on the Grotection Gauge 05:00 – Mailbag: Too Bullish for Grotection? 09:30 – This Week in the Markets 16:00 – Breaking Rules for Snowflake’s Shakeout 26:00 – Let’s Talk China – KWEB, BABU, BIDU 33:00 – Liquid Technicals – TMDX, LITE, GOOGL 44:30 – Let’s Talk Datacenters – IREN, CRWV, NBIS     The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post Crushing Wednesday’s Shakeout – AI & China’s Grotection Potential | Your Money Podcast Ep. 567 appeared first on Revere Asset Management.

 Have we been bashing the finance industry too much? Danny digs into the reasons some of our more seasoned stock nerds may think we’ve been hammering too close to home lately before diving into last week’s big moves on the S&P 500, reviewing a few key digital sector stocks worth watching, and reveal Todd’s favorite method for pullback buys with ABAV, AMD, and CELH. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 01:00 – Mailbag: Bashing the Finance Industry?! 10:00 – This Week in the Markets 18:30 – STRONG Digital Sector Stocks – MU, STX, WDC 23:15 – 50-Day Moving Average Reclaim Buys – ABAV, AMD, CELH     The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post Price is Truth – How Your Money is Beating the Headlines | Your Money Podcast Ep. 566 appeared first on Revere Asset Management.

 Is it better to own a few key winning stocks – or dozens of middling performers? And is Wall Street changing their stripes? The shop returns to the studio this week to dig into a few newly re-packaged products that Pie-Chart Investors like Vanguard have been pitching to unsuspecting investors (along with a quick review of IBD Live’s Annual Founders Club Meeting in Las Vegas) before diving into China’s rare earth tariffs and President Trump’s retaliatory countermeasures and a few key stocks worth watching for secure gains in your portfolio. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 04:45 – Reviewing IBD’s Annual Founders Club Meeting in Las Vegas, Nevada 08:45 – Mailbag: Is OKTA Going Up or Down? 16:00 – This Week in the Markets – China’s Rare Earth Tariffs Spark Countermeasures 34:00 – Three Key Stocks Worth Watching – RACE, MP, CRWV     The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post China’s Tariff Eruption – Rare Earth Rocks the Markets | Your Money Podcast Ep. 565 appeared first on Revere Asset Management.

 Sometimes the markets are like the Wild West – two men enter, and only one leaves. Ask yourself – are you quick? Or are you dead? Don leads the show this week as the shop digs into the S&P’s quick pullback after Wednesday’s big intraday shakeout (and how similar moves in July and August might indicate where we’re headed) before diving into Michael Saylor’s new Bitcoin Treasury at MSTR, reviewing a few September Standout stocks like INTC and BABA, and analyzing some recent names like SMCI alongside a look back at some of the biggest trades of Ted’s career. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Introduction 02:45 – This Week in the Markets 06:45 – The Quick & The Dead Chart – Seven Market Leader Reversals 19:25 – Reviewing Michael Saylor’s Bitcoin Treasury – MSTR 27:30 – September Standouts – INTC, BABA, CIEN 35:00 – The Biggest Trades of My Career – SMCI, INTC     The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post The Quick & The Dead: How This Week’s Market Moves Left Some In The Dust | Your Money Podcast – Episode 564 appeared first on Revere Asset Management.

 Audit your Advisor! The shop digs into this week’s Fed rate cut by tracking the key inflection points on the S&P 500 chart before revealing a few low-risk entries into smallcap stocks and three big bases worth watching for refining your sell rules in Tesla, Ethereum, and Solana. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 06:00 – Mailbag: Riding the Wave & Sector ETF’s 18:45 – This Week in the Markets 24:30 – Low Risk Entries in Smallcap Stocks – IWM 35:00 – Three Big Bases Worth Watching – TSLA, ETHUSD, SOLUSD     Show Links: Jeff Gundlach: 12 Predictions for Stocks, Bonds, Economy IRS releases final rules on Roth Catch-Ups 5 Ways to Make RMDs Less Painful: Christine Benz     The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post The Fed Cuts Rates – What That Means For Your Money | Your Money Podcast – Episode 563 appeared first on Revere Asset Management.

 What does your advisor sound like? What do they do – and what do you do? The shop digs into how just a 2-3% spread can make all the difference when it comes to big-box Pie-Chart advisors in light of Revere’s new Maximus, Optimus, and REX Strategies before diving into a few key examples of buying on weakness with the 60-minute stochastic, how you can use the 65-day exponential moving average for gains on names like HOOD and NVDA, and how TSLA’s many contractions all point to a bigger base for higher space. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 05:00 – Maximus, Optimus, & REX Strategies 07:45 – Mailbag: Schwab’s Paltry Rate of Return 12:00 – Let’s Talk REX 18:00 – This Week in the Markets 28:00 – Concrete Examples on the 60-Minute Stochastic – BABA, TEM 35:30 – Using the 65-Day Exponential Moving Average – HOOD, NVDA, GEV, PLTR 40:00 – Bigger Base, Higher Space – NVDA & TSLA     The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post Legendary Trading Strategies – How Maximus, Optimus, & REX Are Protecting Your Money | Your Money Podcast – Episode 562 appeared first on Revere Asset Management.

 Are you a widget for Wall Street? The shop reveals why it’s so important to shop with a financial advisor that’s got real skin in the game before diving into Revere’s new Maximus strategy along with a thorough review of the market’s incoming Spitball September (with a nod to legendary major league pitcher Gaylord Perry), a deep dive into the untold value of the relative strength phase with key examples from HOOD and PLTR, and a look at a few strategic names that lingered around the 50-day and came out stronger on the other side. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 05:15 – Mailbag: Cut Out The Middleman! 11:00 – Revealing The Maximus Strategy 15:45 – This Week in the Markets – I’ts Spitball September! 29:30 – Celebrating the Relative Strength Phase – HOOD, PLTR, BE, ITB 40:00 – Pulling Back to the 50-Day and Coming Out Stronger – CRDO, CLS     Show Links: The 4% Rule is Now th e4.7% Rule, Bill Bengen Says There are now more ETFs in the U.S. the Individual Stocks 7 Tricky Social Security Tax Rules to Know     The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post Rate Cuts Incoming? How to Hit Home Runs in Spitball September | Your Money Podcast – Episode 561 appeared first on Revere Asset Management.

 Rules, Rules, Rules! As freedom-loving Americans, we HATE rules… right? The shop reviews our patented risk-management rules for holding individual stocks through earnings announcements before diving into how NVIDIA’s recent rise is encouraging AI data center buys, revealing three key earnings gaps that are too big to ignore, and where AI’s real endgame lies when looking at companies like ALAB and MP Materials. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 03:00 – Mailbag: Rules for Holding Through Earnings Announcements? 04:45 – Rules, Rules, Rules! 06:45 – This Week In The Markets 16:00 – Taking Fire From the Buy-&-Hold Crowd 20:00 – Playing Robotics with Jensen Huang – TSLA, SYM 25:15 – Monster Earnings Gaps – MBD, SNOW, RBRK, CRWD 30:30 – AI’s Endgame Stocks – ALAB, MP     The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post Investing in AI? Key Rule Strategies for Your Money | Your Money Podcast – Episode 560 appeared first on Revere Asset Management.

 The almighty B-Team steps in for Dan this week as Don and the shop dig into Fed Chair Jerome Powell’s hints at a possible September rate cut in his annual speech at Jackson Hole and why you shouldn’t ever have to worry about the financial weather when you’ve got Revere on your side before diving into three positions worth holding, three plays worth watching, and why Crypto may be more susceptible to character changes than other assets. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 01:00 – Mailbag: This Is Why We Do What We Do 07:15 – Jerome Powell Speaks at Jackson Hole 09:00 – This Week in the Markets 16:00 – 3 Positions We Love – ALAB, BE, HOOD 23:30 – Two Plays and an Earnings Gap Option – RDDT, MP, SE 29:30 – Explaining Crypto’s Big Character Change     Show Links: Nvidia-Led Tech Slide Cracks Summer Calm in Stocks Is the Time Right for a Small Cap Rally     The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post Is the Powell Train Leaving the Station? | Your Money Podcast – Episode 559 appeared first on Revere Asset Management.

 BREAKING NEWS – GROTECTION IS BREAKING THE INTERNET!… or at least our new planning software. Turns out, Don’s strategies are so sound that these Pie-Charts-‘R-Us programs can’t keep up! The shop digs into why modern portfolio theory is a big lie (and why you should be focused on sequence of returns) before revealing why we ALWAYS get our news from Price and Volume, reviewing four interest rate-sensitive ETF’s worth keeping an eye on, and revisiting Ted’s new Perplexity AI trading browser tools. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 01:30 – Mailbag: Selling Used Cars? 09:15 – How GROTECTION Broke Our Planning Software (and Modern Portfolio Theory, Too) 18:15 – Why We Do What We Do At The Mercy of the Market 21:00 – This Week in the Markets 35:15 – Four Interest Rate-Sensitive ETF’s Worth Trying – TNA, ITB, XBI, XLF 42:30 – At the Right Place at the Right Time – WULF, IREN 48:45 – Revisiting Perplexity AI’s Trading Browser     Show Links: Social Security 2026 COLA estimates rise to 2.7% Trust as IRA Beneficiaries (Nationwide Article so don’t buy insurance products before you call me) Treasurys soar as slower job growth boosts Fed rate cut bets (that didn’t age well) Volatility vanishing act     The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post Modern Portfolio Theory’s Big LIE | Your Money Podcast – Episode 558 appeared first on Revere Asset Management.

 Is the market overextended – and what are you doing about it? It’s easy to get out early, but nobody knows how to stay in and manage drawdown like Don Vandenbord. That’s why we’re celebrating Don’s 10th Anniversary with Revere this week by revealing some upcoming changes to Revere’s flagship Grotection portfolio for new investors before diving into reviewing three stocks that have peaked in the past that may be worth revisiting and showcasing how Perplexity AI is changing the way you trade. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 01:30 – Fidelity Taps Vestmark for Custom Model Portfolios 03:30 – Don Vandenbord’s 10th Anniversary Showcase 04:45 – Announcing our Flagship Grotection Changes 08:30 – Mailbag: Robotection VS Turbotection 16:45 – What New Investors Can Expect At Revere 20:00 – This Week in the Markets 34:30 – 3 Peak Stock Review – SOFI, LITE, SHOP 40:00 – How Perplexity AI is Changing The Way You Trade     Show Links: Fidelity Taps Vestmark for New, Custom Model Portfolios (PieChartRUs)     Ted’s Perplexity AI Search Description Sample: Stock Description Perplexity Comet assistant shortcut What does this ticker/company do? First, explain what the company does in maximum two sentences. Be clear and direct. Second, explain it like I’m 12 years old — super simple, with relatable examples and analogies. Then give the standard professional business description (industry, products/services, customers, competitors, competitive advantage (moat) and any notable metrics or achievements). List tickers of competitors if publicly traded. Keep both descriptions clear and concise. Also: Why did this stock make a big move recently? Show all major news and earnings events for the past 3 months in a chronological table format with: Date Headline Summary Source link Focus on earnings, guidance, product launches, analyst upgrades/downgrades, insider activity, partnerships, and sector/news catalysts. Highlight any price-moving events. Earnings Prep Perplexity Spaces: I am a Hedge Fund Analyst , anytime i mention a company, prepare a:  Earnings Preview Checklist 1. Pull and Summarize Current Quarter Estimates Identify and gather consensus analyst estimates for key company-specific metrics for the upcoming quarter. Note any recent estimate revisions, upgrades/downgrades, or outlier analyst calls. Record the company’s own guidance (if given)—is it above, below, or in line with consensus? 2. Review Latest Company Guidance Is guidance for the current/future quarters recently upgraded, maintained, or walked down? Compare company-issued guidance versus Wall Street consensus. Is management typically conservative, realistic, or promotional in guidance vs. historical actuals? If there’s been a pre-announcement, summarize content and new numbers. 3. How Did the Company Perform Last Quarter? Summarize key performance from the most recent quarter: Actual results vs. consensus and company guidance. Major revenue/margin drivers. One-time items, surprises, or new disclosures. Capture year-over-year (YoY) and quarter-over-quarter (QoQ) trends for the core metrics. Note market and peer group reaction post-quarter. 4. Key Events & News Since Last Report Track significant headlines, regulatory news, major product launches, deals, litigation, macro/industry shifts, or quarterly KPIs reported in between earnings. Include insider transactions, buy/sell-side rating changes, and unusual trading patterns. Monitor relevant peer/competitor earnings for color or warning signs. 5. Concerns and Themes from the Last Earnings Transcript Read the management Q&A and prepared remarks—list out recurring risk factors, controversies, apology tours, or “soft spots” mentioned. Capture analyst concerns that received hedged or evasive responses. Identify any “guidance caveats” or body language/frequency signals (e.g., management harping on macro, changing tone vs. prior calls). Earnings Review Perplexity Spaces: You are a hedge fund analyst. You’re reviewing earnings. Create a report based on the recent earnings when I give you a ticker. Output should have all this:  Company:  Ticker:  Quarter:  Report Date:  1. Key Actuals vs. Estimates:    – Revenue: Actual $X, Est. $Y -> Beat/Miss/Inline    – EPS: Actual $X, Est. $Y -> Beat/Miss/Inline    – Key KPIs: … 2. Guidance vs. Estimates:    – New Guidance: Revenue $A, EPS $B    – Consensus: Revenue $C, EPS $D 3. Growth & Margins:    – YoY/QoQ revenue/EPS growth    – Operating/gross/net margins, any changes explained 4. Call Highlights:    – Main topics, management tone, analyst focus 5. Ongoing Concerns:    – Summary of previously raised issues, status/resolution 6. Risks & Opportunities:    – Notable new risks, major opportunities highlighted    – Peer comparison and industry context 7. Special Notes:    – Reaction, accounting changes, management track record, insider activity Also pull up perplexity finance ticker data on a separate browser tab.     The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post When To Stay In – Overextended Market Defense Strategies | Your Money Podcast – Episode 557 appeared first on Revere Asset Management.

 Does your broker have your BEST interest in mind? We do mean interest of course – and do you want declining assets in your account, or do you think it adds risk? The shop reveals why asset-aggregator shops like Fidelity, Blackrock, and Vanguard are secretly treating you like the cattle instead of the real asset before diving into Reddit’s big bump on the charts this week and why a few key moves in the Nuclear energy sector may have you eyeing Uranium as a choice add in your portfolio. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 08:00 – Mailbag: Is My Advisor Buying Rotten Fruit? 20:45 – This Week in the Markets 34:15 – Regarding the MAR Ratio 36:00 – Talking RDDT’s Big Bump 43:00 – Let’s Talk Uranium Energy Sectors 49:50 – The Top 4 Uranium & Nuclear ETF’s     Show Links: 65 Year-Old Retirees can expect $172.5k in Healthcare Costs, Fidelity says GOP Officials in 21 States demand Wall Street Giants cease ESG Investing Mariner, Other Firms agree to $25.5Mn Class Action Settlement     The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post Is It Time for a Correction? | Your Money Podcast – Episode 556 appeared first on Revere Asset Management.

 The market’s toppy, everybody’s defensive, but Revere clients are riding high on a MASSIVE wave of success this week. What mystery play did we make three months ago to push our clients over the top? The shop talks Active ETF’s outnumbering passive and index ETF’s for the first time and reviews Wall Street’s no divident S&P 500 ETF in a new tax dodge before diving into a few key screens Todd uses before every weekend, how to spot new earning gap setups, and Ted gives a thorough intro to Stablecoins – what they are, how they work, and how you can start seeing profits in their new breakout crypto market. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 04:00 – Wall Street Builds No Dividend S&P 500 ETF in New Tax Dodge 09:00 – Mailbag: Keeping Revere Asset Honest & BITO Dividends 18:45 – Reviewing AAPL’s Big Buy 21:15 – This Week in the Markets 29:30 – Revealing Todd’s #1 Weekend Screener 35:30 – How To Spot New Earning Setups 46:00 – Stablecoins 101: The Where, The How, The Potential     Show Links: Active ETFs outnumber passive, index ETFs for the first time Wall Street builds no dividend S&P 500 ETF in new tax dodge House passes Accredited Investor Bill calling for FINRA exam     The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post Ride The S&P 500 Wave & Stablecoin 101 | Your Money Podcast – Episode 555 appeared first on Revere Asset Management.

 To wash, or not to wash? Does your money stink? The shop digs into a key mailbag question regarding wash sales and Vanguard bonds (along with IRA rollovers) before digging into the Bitcoin impact of IBIT’s new all-time high, why Warren Buffet’s recent announcement at Berkshire Hathaway is dropping their stock value, and why HOOD’s rocket to the top is a growth investor’s dream. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.     Key Moments from the Show 00:00 – Opening Bell 02:45 – Mailbag: Will Revere Keep My Portfolio Free of Wash Sales? 12:15 – Why You SHOULDN’T Be Afraid of Wash Sales 18:00 – This Week in the Markets 24:25 – All-Time Highs at IBIT & Bitcoin 30:30 – Reviewing IBD’s Top 3 Mutual Fund New Buys – VRT, SHOP, ANET 40:00 – 3 Winners, 3 Losers – HOOD, LEU, RKLB, RDDT     Show Links: Ed Slott: Roth conversions are trickier under new tax law Stifel hit with suit over excessive 401k Plan Fees Fund Option (What’s in Your 401k) Trump now says firing Powell ‘Unlikely,’ Whipsawing Markets White House readines order to bring Private Equity to 401ks     The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post Wash Sales Aren’t The Problem – Your Advisor Is | Your Money Podcast – Episode 554 appeared first on Revere Asset Management.