InvestTalk

Why Rising Sovereign Debt Could Become a Bigger Market Risk in 2026

Governments around the world are carrying significantly more debt than they were just a few years ago… and now much of that debt is rolling into a much higher interest rate environment.Today's Stocks & Topics: Avantis All Equity Markets ETF (AVGE), Market Wrap, Suncor Energy Inc. (SU), Imperial Oil Limited (IMO), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Why Rising Sovereign Debt Could Become a Bigger Market Risk in 2026, Halliburton Company (HAL), EchoStar Corporation (SATS), ETFs, Ryder System, Inc. (R), Zoetis Inc. (ZTS). 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 Plaud AI and use my code INVEST for a great deal: https://plaud.ai * Check out Quince: https://quince.com/invest * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com Advertising Inquiries: https://redcircle.com/brands [https://redcircle.com/brands]

Americans Are Fleeing: What the Record Emigration Trend Means for U.S. Wealth

Americans are leaving the United States in record numbers, and many are spending hundreds of dollars just to learn how to do it, signaling a level of dissatisfaction with the domestic economic and political environment that cannot be ignored. We examine what this capital and talent flight trend means for the U.S. economy, tax base, and long-term investment thesis.Today's Stocks & Topics: AAON, Inc. (AAON), Market Wrap, Builders FirstSource, Inc. (BLDR), UFP Industries, Inc. (UFPI), Americans Are Fleeing: What the Record Emigration Trend Means for U.S. Wealth, When to Sell, Vanguard Total Stock Market Index Fund ETF Shares (VTI), Vanguard S&P 500 ETF (VOO), Mortgage Rates, Chord Energy Corporation (CHRD), The Wendy's Company (WEN), Bond Markets 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#/registration Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai * Check out Quince: https://quince.com/invest * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com Advertising Inquiries: https://redcircle.com/brands [https://redcircle.com/brands]

War's $25 Billion Tab: How the Iran Conflict Is Hitting Corporate Earnings

Global companies are already sitting on a $25 billion bill from the Iran war, and the meter keeps running as supply chains, energy costs, and shipping routes remain disrupted. We look at which industries are absorbing the biggest losses and what forward-looking investors need to watch in upcoming earnings reports.Today's Stocks & Topics: Coeur Mining, Inc. (CDE), Market Wrap, State of the U.S. Economy, War's $25 Billion Tab: How the Iran Conflict Is Hitting Corporate Earnings, JPMorgan Chase & Co. (JPM), Palantir Technologies Inc. (PLTR), POET Technologies Inc. (POET), Grab Holdings Limited (GRAB), Productivity. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai * Check out Quince: https://quince.com/invest * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com Advertising Inquiries: https://redcircle.com/brands [https://redcircle.com/brands]

Is 5% the New Normal for Long-Term Interest Rates? What the Bond Repricing Means for Investors

Bond traders are making ominous bets that long-term rates could stay much higher than anyone expected just a year ago, with the 30-year Treasury already above 5.1% and global bond markets under serious pressure. We dig into whether the era of cheap money is truly over and what a permanently higher rate environment means for every major asset class.Today's Stocks & Topics: United Parcel Service, Inc. (UPS), Market Wrap, Advanced Drainage Systems, Inc. (WMS), Amphenol Corporation (APH), Vanguard Energy Index Fund ETF Shares (VDE), Is 5% the New Normal for Long-Term Interest Rates? What the Bond Repricing Means for Investors, Nexstar Media Group, Inc. (NXST), Constellation Energy Corporation (CEG), Autocallable Funds, Schneider Electric S.E. (SBGSY), Oil Prices. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai * Check out Quince: https://quince.com/invest * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com Advertising Inquiries: https://redcircle.com/brands [https://redcircle.com/brands]

Market Volatility Isn’t the Problem — Emotional Investing Is

Volatility has investors nervous again… but historically, emotional reactions during turbulent markets have often led to the worst investing decisions.Today's Stocks & Topics: Tractor Supply Company (TSCO), Market Wrap, Virtus Reaves Utilities ETF (UTES), Fidelity MSCI Utilities Index ETF (FUTY), Market Volatility Isn’t the Problem — Emotional Investing Is, Celsius Holdings, Inc. (CELH), Modine Manufacturing Company (MOD), Eaton Corporation plc (ETN), International Business Machines Corporation (IBM), New Fed Chair Kevin Warsh, Super Ads. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai * Check out Quince: https://quince.com/invest * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com Advertising Inquiries: https://redcircle.com/brands [https://redcircle.com/brands]