Best of Caller Questions - Memorial Day

Is the Fed's Next Move a Rate Hike? What a Strong Jobs Report Means for Your Portfolio

Friday's stronger-than-expected jobs report sent stocks tumbling and reignited fears that the Federal Reserve may be forced to raise rates rather than cut them. With gold falling sharply and bond markets repricing, investors need to understand what a potential rate hike cycle means for their portfolios.Today's Stocks & Topics: Hingham Institution for Savings (HIFS), Market Wrap, Constellation Energy Corporation (CEG), Is the Fed's Next Move a Rate Hike? What a Strong Jobs Report Means for Your Portfolio, Investing in Industrials, PayPal Holdings, Inc. (PYPL), Markets and the War, Micron Technology, Inc. (MU), Simon Property Group, Inc. (SPG), Uber Technologies, Inc. (UBER). Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai * Check out Progressive: https://www.progressive.com * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com * Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com Advertising Inquiries: https://redcircle.com/brands [https://redcircle.com/brands]

Is the AI Trade Over? The Bear Case Against Hyperscaler Spending

After years of AI euphoria, a growing bear case is emerging around the mega-cap tech companies pouring hundreds of billions into AI infrastructure — with serious questions about when, or if, those returns will materialize. This week's tech selloff and tumbling AI-related stocks suggest the market may finally be demanding answers.Today's Stocks & Topics: Primoris Services Corporation (PRIM), Market Wrap, Oil Stocks, Is the AI Trade Over? The Bear Case Against Hyperscaler Spending, 401k Allocation, Vanguard Emerging Markets Stock Index Fund (VEMAX), iShares Residential and Multisector Real Estate ETF (REZ), K92 Mining Inc. (KNT.TO), Vanguard S&P 500 ETF (VOO), Vanguard Total Stock Market Index Fund ETF Shares (VTI), The IPO Market. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai * Check out Progressive: https://www.progressive.com * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com * Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com Advertising Inquiries: https://redcircle.com/brands [https://redcircle.com/brands]

Are Index Funds Enough in a Volatile Market? The Case for and Against Active Strategies

With markets simultaneously hitting record highs on AI optimism while facing war-driven inflation and potential rate hikes, some prominent voices are questioning whether passive index investing is still the right default strategy. We weigh the evidence on when active management or factor-based strategies may genuinely add value — and when they don't.Today's Stocks & Topics: Innovative Industrial Properties, Inc. (IIPR), Market Wrap, Space Exploration Technologies Corp. (SPCX), PPG Industries, Inc. (PPG), Are Index Funds Enough in a Volatile Market? The Case for and Against Active Strategies, Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK), Bitcoin Strategy, NVIDIA Corporation (NVDA), IPOs Time. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai * Check out Progressive: https://www.progressive.com * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com * Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com Advertising Inquiries: https://redcircle.com/brands [https://redcircle.com/brands]

Defense Stocks 2026: How the Global Security Boom Creates Long-Term Investment Opportunities

(From NATO allies boosting budgets in response to Russia's aggression to Asia-Pacific nations rearming amid China's military buildup, defense spending is rising on virtually every continent. We examine how investors can think about the long-term defense sector tailwind without simply chasing headlines.)Today's Stocks & Topics: Lincoln National Corporation (LNC), Market Wrap, AT&T Inc. (T), The Clorox Company (CLX), Insulet Corporation (PODD), Defense Stocks 2026: How the Global Security Boom Creates Long-Term Investment Opportunities, The Hartford Insurance Group, Inc. (HIG), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, WESCO International, Inc. (WCC), KPP Newsletter, Fidelity Total Bond Fund (FTBFX), Vanguard Short-Term Bond Index Fund ETF Shares (BSV), Lithium.Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLg [https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLg] Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai * Check out Progressive: https://www.progressive.com * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com * Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com Advertising Inquiries: https://redcircle.com/brands [https://redcircle.com/brands]

Net Worth Milestones by Age: Why Net Worth Matters More Than Income for Financial Security

A new survey finds that net worth — not income — is the dominant driver of financial anxiety, suggesting that many high earners are far less financially secure than their paychecks imply. We dig into what this means for how everyday investors should be building and measuring their financial progress.Today's Stocks & Topics: Carvana Co. (CVNA), Market Wrap, Expand Energy Corporation (EXE), Vista Shares Electrification Supercycle ETF (POW), Comfort Systems USA, Inc. (FIX), Centrus Energy Corp. (LEU), Net Worth Milestones by Age: Why Net Worth Matters More Than Income for Financial Security, Freeport-McMoRan Inc. (FCX), Marvell Technology, Inc. (MRVL), Archer-Daniels-Midland Company (ADM), CF Industries Holdings, Inc. (CF), Million Dollar Retirement? Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLg [https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLg] Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai * Check out Progressive: https://www.progressive.com * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com * Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com Advertising Inquiries: https://redcircle.com/brands [https://redcircle.com/brands]