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Inside WallStreetWindow Podcast

Author: Mike Swanson

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Inside WallStreetWindow is a podcast by Michael Swanson, the editor of WallStreetWindow.com. It's a podcast for people who have been long time followers of his content and the website, which has been online now for over twenty years.
84 Episodes
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In this segment of Inside WSW I talk about my investing performance in 2025, thoughts on the financial markets in 2026, and my plans for making content in the next year.
In this podcast interview I spoke with Jordan Roy-Byrne of TheDailyGold.com to get his views on this year's price action in gold and silver and what he thinks is to come in 2026.  Jordan also talked about his investment style when it comes to buying small junior mining stocks.
It's been exactly one year since my last podcast.  That last podcast was done on 8/27/2025 and was an interview with Jordan Roy-Byrne about gold. Today, exactly one year later, to the day, I finally post a new podcast. I've been pretty much gone from Youtube, but am trying to revive my Youtube channel as I plan to release a brand new investing course around New Years.  I want to have an audience ahead of that.  I plan on putting up some new videos between now and then, and hopefully I can contribute something positive to the financian niche and help push back against the unsavory crypto gurus who have degraged it with their endless carnival barking.Subscribe to my free newsletter at:https://www.wallstreetwindow.com
In this podcast I spoke with Jordan Roy-Byrne of thedailygold.com.  We talked about the current gold rally and how it may play out for the rest of 2024.  We talked about the yield curve, the stock market, and Jordan gave an outlook for how things may play out not just for this year, but in multiple cycles to come with these markets.I asked him about small cap junior mining stocks and he mentioned an article he did recently with a very interesting chart for them that you can find here:https://thedailygold.com/major-breakouts-coming-in-gold-stocks/
In this podcast I spoke with David Skarica of addictedtoprofits.net, and the Youtube channel SCOTDAY, about this month's action in the markets and his outlook going forward.  Dave talked about how the growing US government trade deficit is helping to fuel the rally in gold and is likely influencing the Federal Reserve interest rate policies at this point.  We also talked about the recent drop in the US stock market, it's rebound, and the spike in the VIX that came with it.To subscribe to my free email newsletter go to:https://wallstreetwindow.com
I haven't done a Youtube video or podcast since March.  I do not want to get back to doing frequent videos for Youtube again, but I'm going to start my podcast back up, as it's a fun way to reach out to other market traders, have good conversations, and share them with you.In this podcast I just make some quick comments on today's news of the day and talk about Bitcoin, gold, and Warren Buffett's sale of Apple.Subscribe to the free WallStreetWindow newsletter:http://www.wallstreetwindow.com
In the last podcast I told you I did some recent selling in my accounts. I want to update you to tell you that I have bought back into mining stocks and added some to my exposure to gold and silver metals ETF's in my investment accounts. To subscribe to my free weekly market update newsletter go here:https://wallstreetwindow.com/beintheknow-morning-news-digest
Right now I am doing nothing in the stock market. About three weeks ago I sold all of the stocks I bought last year. I still have a lot of money in precious metals ETF's, but at the moment I am doing nothing in the markets. This actually puts me in a good position to keep my eyes open to hopefully identify the next cycle change in the market as it happens - and take advantage of it.To subscribe to my free stock market update list go here:https://wallstreetwindow.com/beintheknow-morning-news-digest
This is episode 1 of Inside WallStreetWindow. In it I talk about why I'm making this podcast and what to expect from it. It's a way for me to talk directly with people who have followed my content for years without regards to the mass audience of financial content viewers. It is a way for me to talk about whatever I want with you.In this first episode I talk about how Youtube basically makes content creators conform to the desires of the masses in order to get visibility on it's platform. That's why so much financial content you see on Youtube is either composed of pure hype or complete doom and gloom predictions. It's why someone like Cathie Wood, who talks always bullish technobabble, has risen up to the be the most followed guru of the past few years.If you want me views on the markets check out the interview I did for Jim Goddard's podcast here:https://www.youtube.com/watch?v=bpBWqw6P7QQ&t=306s
What is happening with the stock market? I haven't uploaded a podcast in two year as I made a decision back then to focus solely on Youtube for multimedia content. I have come to conclusion that it is best to just distribue my content in all formats - so I'm going to try to make content that goes out on video/audio and with text transcripts on my website. I also have not been doing many updates at all in the past few months and I explain why in this update.
As I have been pointing out for several weeks now, stock market internals are weakening and continued to do so last week. This is why it is becoming harder to trade most stocks and why so many fad stocks plays that make up the Robinhood top 100 most owned list and the holdings of the BUZZ and ARKK ETF's are no longer working well, even though the S&P 500 made a new high two weeks ago. Leadership is now very narrow in this market and only a few sectors made a new high last week. However, the weakness in the market internals doesn't mean the stock market is going to crash, even if it is likely to continue for sometime. I show why in this update.To join my free email list go here:https://wallstreetwindow.com/two-fold-formula-stock-pick
A financial market can have one of three trends to it - up, down, or sideways. If you look at gold it really has been in a sideways trend since last August. The stock market appears to be headed for something similar as we are already seeing the internals of the stock market droop, and many fad stocks inside the ARK ETF and the top 100 Robinhood list go into nosedives.How do you navigate a sideways market when it can become so easy to churn your money over in it? One thing to do is to trade less actually, because churning markets are actually more difficult to make money in. Buying momentum highs, which works in strong uptrending markets, no longer works as well in sideways markets.I use a money management strategy that helps me deal with sideways trending markets and start to talk about it in this video.To get on my free email list go here:www.wallstreetwindow.com/two-fold-formula-stock-pick
In this stock market update I show you all of the stocks I am short selling right now and explain why. I do not think the stock market is about to crash and am not trying to bet on some massive decline. I am still long more stocks than I am short, however I am now operating more like a hedge fund than a momentum Robinhood trader, meaning that I am both long and short stocks. The original hedge funds of the 1940's did that to limit their risk and also to make their returns more dependent on their stock picking abilities than the direction of the overall stock market. The best way to make money in the markets is to be long stocks inside sectors outperforming the market. However, betting against stocks lagging the market is a way to limit risk in sideways to down markets.The Cathie Wood ETF ARKK is made up of many stocks that are highly valued and are now lagging the market. She got a lot of media attention last year as her fund went up and does a great job of hyping people up about new technologies and things like crypto currencies, but in the long-run earnings and valuations - the price you pay when you buy a stock - do matter.To get on my free email list go here:https://wallstreetwindow.com/two-fold-formula-stock-pick
In this weekend stock market update, I take a look at the big picture of the technical analysis charts and what they suggest we can expect now for the price of gold and the S&P 500. A lot of meaning has been given to the recent dip in gold below $1800, but the overall trend is the same as it has been for gold for over a year. At the same time, the S&P 500 momentum has slowed down in recent weeks and many stocks are now lagging the market. But, does this really mean the stock market is going to decline or does it set the stage for something different now to happen that could surprise both bears and bulls?
In this stock market trading update I talk about several key topics. First, the big momentum stock play that is getting people's attention today is Robinhood (HOOD), which made a new high this morning to bring in momentum buyers.Secondly, I talk about the price of gold and monthly gold seasonal trends that go back for decades. They suggest that now is the time to invest in gold.
Last month we saw the stock market dip in the first half of the month and then rebound hard in the second half into earnings reports by FB, AMZN, GOOG, MSFT, and AAPL. Gold also turned up last week to hit $1825.What can expect from the price of gold and the stock market trends in August? I cover that in this video update and talk about the news that is having an impact, including rising covid cases (for now), GDP growth rates, and the Federal Reserve's new definition of "transitory inflation."
This morning gold traded above $1825 after Federal Reserve Chairman Jerome Powell redefined the meaning of transitory inflation at yesterday's press conference he held following the FOMC statement. This is a key moment for the price of gold, mining stocks, and even the price of silver as all three fell in June and then went through a price stabilization phase. That phase appears to be ending today to mark the start of a new metals rally.There is no mention of this in Robinhood emails, CNBC, and no mining stocks are yet on the Robinhood top 100 most owned list. This is a trend the masses are totally asleep on, despite the reality of growing inflation in the economy in their daily lives in front of their face, so mesmerized are they by crypto collectible coins and fad stock plays.The proof of there lack of interest is also this video, which will be lucky to get more than a few hundred views, while crypto gurus get tens of thousands.
I'm talking fast in this trading video, because I'm covering several topics all at once for you in this stock market news update. This is a lot of info without the fat. The "FANG" stocks are leading the market this week as expected. The GDX/GLD ratio is positive, which is a good sign for the price of gold going forward even if it is still in a stabilization phase. I talk about what I'm going to be watching in the markets as this week plays out and a small currency trade I did today.
Last week internals in the stock market weakened. That was a harbinger of a stock dump Monday, but then the market rallied. However, many popular stocks that make up the Robinhood top 100 list and fad ETF's ARKK, BUZZ, and crypto coins Bitcoin badly lagged the market averages. This week's rally has been fueled by several key big cap stocks set to report earnings next week. This has been the biggest trend shift in the markets this week and will be critical to keep your eye on next week too. Meanwhile, gold is still in a stabilization pattern around $1800 much like it traded last March.
In this video update I wanted to give a real talk about the real role of Bitcoin and cryptocurrencies in an investment account. How do they do at times of stock market volatility? Are they safe havens or instruments of simple speculation? If they are only the latter, which I believe they are, then they only work for people when they time things right from a pure trading perspective.I also talk about gold, silver, and precious metals in this video.To get on my free stock trading alerts list go here:https://wallstreetwindow.com/two-fold-formula-stock-pick
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