MoneyShow MoneyMasters Podcast

With more than 5,000 ETFs on the market, figuring out which ones are right for you has become increasingly challenging.
 
On this episode of the MoneyShow MoneyMasters Podcast, we caught up with Dave Nadig to break down what’s really happening inside the ETF boom. He explains how and why ETFs have become the default way investors get market exposure, which new innovations are fueling growth, and the benefits and drawbacks of various funds. Among those covered: Buffered ETFs, option-income funds, and leveraged products.
 
Dave has been around since the earliest days of ETFs, with leadership roles at ETF.com, FactSet, and Barclays Global Investors. He’s seen innovation create value and he’s seen it create traps.
 
Bottom line? ETFs can be powerful tools, or expensive distractions. This episode helps you tell the difference.
 
CHAPTERS:
 
00:00 – There’s an ETF for That
01:13 – How ETFs Became the Default
02:13 – Inside a Mature ETF Market
03:54 – Real Innovation vs Noise
04:48 – Buffered ETFs and Income Products
05:50 – When Yield Becomes a Trap
08:19 – Leverage or Speculation?
09:56 – Why Trust Matters in ETFs
11:38 – Private Assets Inside ETFs
14:11 – Finding Treasure, Avoiding Traps in 2026
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2026 is shaping up to be a year defined by economic uncertainty, geopolitical tensions, and rapid technological change. For investors, the challenge is understanding which risks actually matter – and where opportunity may emerge.
 
In this episode of the MoneyShow MoneyMasters Podcast, Jason Schenker, president of Prestige Economics and chairman of The Futurist Institute, breaks down the major forces shaping markets in 2026. He shares his outlook on the labor market, inflation, and Federal Reserve policy, explains his “Cold War Two” framework for today’s geopolitical risks, and discusses how Artificial Intelligence is becoming an invisible but essential operating system across the global economy.
 
From macro trends to AI adoption and global power shifts, Jason offers investors a clear framework for navigating the year ahead with perspective rather than reaction.
 
CHAPTERS:
 
00:00 – Why 2026 Is a Pivotal Year
00:26 – Jason Schenker’s Background and Research Focus
01:51 – The State of the U.S. Labor Market
02:48 – Job Openings, Unemployment, and Market Mismatch
03:54 – Recession Risks and Payroll Trends
05:22 – Fed Policy and Rate Cut Expectations
06:10 – Inflation Pressures and the Fed’s Constraints
08:41 – The Cold War II Framework Explained
09:53 – Ukraine, China, Taiwan, and Global Risk
13:28 – AI as the New Operating System
16:38 – What AI Means for Investors and Businesses
19:45 – Key Takeaways for 2026 Investors
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The biggest winners in MoneyShow’s 2025 “Top Picks” project came from one sector: metals, miners, and materials.
 
In this special MoneyShow MoneyMasters Podcast roundtable, four of the year’s top-performing forecasters explain why their picks dominated the Top Pros Top Picks leaderboard – and what comes next as investors look toward 2026.
 
Omar Ayales breaks down where we are in the gold and silver cycle and why silver could take the lead next. Peter Krauth digs into the supply squeeze driving silver higher and why miners may still be mispriced. Brien Lundin lays out his long-term bull case for gold using historical cycles, while Philip MacKellar steps outside precious metals to flag rare earths, critical materials, and overlooked opportunities most investors are missing.
 
Together, they review what worked in 2025, what surprised them, and where disciplined investors may find opportunity as the new year approaches.
 
CHAPTERS:
 
00:07 – Top Pros Top Picks Overview and 2025 Results
01:54 – Silver Fundamentals and Leveraged Mining Exposure
05:15 – Gold Cycles, Technical Setups, and Junior Miners
08:36 – the Metals Bull Market and Producer Catch-up
12:08 – Rare Earths and Critical Materials Outside China
15:22 – Where Value Remains After Major Sector Gains
19:39 – Silver Supply Constraints and Miner Valuations
21:31 – Price Outlooks for Gold and Silver
27:41 – Long-term Cycle Targets and Seasonality
31:12 – Contrarian Ideas and Overlooked Sectors for 2026
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To get your copy of the 2026 MoneyShow Top Picks Report, click here: https://forms.moneyshow.com/top-picks-2026-pre 
 
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Recorded LIVE at the 2025 MoneyShow Masters Symposium in Sarasota, this episode features Larry McDonald, bestselling author and founder of The Bear Traps Report. We sat down for a high-impact breakdown of the macro forces that could define 2026 – and what investors should DO in response!
Larry explains why falling rates, aggressive fiscal spending, and the energy demands of the AI boom are setting the stage for a major rotation into hard assets. He also pulls back the curtain on the risks building inside the $1.8T private credit market and how financial repression is steering banks deeper into Treasuries.
It’s fast, punchy, and packed with insight for anyone positioning their portfolio for the year ahead.
CHAPTERS:
00:00 — Intro from Sarasota
00:18 — Why Hard Assets Shine in an Inflationary Setup
01:15 — AI Power Demand and the Case for Natural Gas & Coal
02:42 — Gold, Silver, Copper & the Coming Rotation
03:58 — Lithium, Rare Earths & Resource Discipline
05:08 — The “Silent” AI Trade in Coal Equities
06:03 — The Private Credit Liquidity Mismatch
07:15 — Financial Repression and Treasury Demand
08:05 — Final Thoughts & Positioning for 2026
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📅 Join us February 23-25 at the 2026 MoneyShow/TradersEXPO Las Vegas! 
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Markets look calm on the surface, but the forces shaping the environment in 2026 will be anything but subdued.
 
In this MoneyShow MoneyMasters Podcast episode filmed at our 2025 Sarasota Symposium, José Torres of Interactive Brokers and Steve Hou of Bloomberg Index Research break down the real drivers behind inflation, interest rate expectations, consumer behavior, quantitative analysis, and more. They also explain what could derail the growth outlook, how stretched consumers are reshaping spending trends, what falling volatility is signaling, and where risk may be hiding in both stocks and fixed income.
The conversation also digs into index construction, sector weighting effects, profiting from changes in corporate earnings trends, plus the scenarios that could push the Fed into action sooner than markets expect. If you want a grounded take on how professional economists and index researchers see 2026 unfolding, this episode will sharpen your framework – and help you navigate the months ahead.
CHAPTERS: 00:06 – Sarasota intro and guest introductions
00:28 – Jose on the next decade of market leadership
01:56 – Rate cuts, yields, and improving consumer trends
03:22 – AI valuations and earnings horizons
04:37 – The K-shaped economy and shifting spending patterns
06:10 – East Coast strength vs. Midwest moderation
07:58 – Labor supply, immigration policy, and wage pressure
10:10 – Steve on quant signals and factor behavior
12:27 – Quality, capex risk, and market structure
15:34 – Final guidance on market positioning
If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights! 📅 Join us February 23-25 at the 2026 MoneyShow/TradersEXPO Las Vegas!
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For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page: https://www.youtube.com/@MoneyShow/podcasts
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The biggest mistake investors are making right now is hiding in one country and one market.
In this MoneyShow MoneyMasters Podcast episode, Cambria Investments CIO Meb Faber breaks down why global markets are setting up for a major shift and why the next decade might belong to value, foreign stocks, and yield-focused strategies rather than the same concentrated group of US mega-caps.
Meb explains why Mag 7 dominance is unlikely to last, why cheap international markets are flashing their strongest signals in years, and how “shareholder yield” strategies are quietly outperforming traditional dividend investing. He also unpacks why US investors may be sitting on the most expensive stocks in the developed world – and what history suggests happens next. If you’re trying to figure out how to position your portfolio for the next market cycle, this episode gives you the roadmap. 

Crypto is getting volatile again, and the forces driving it are more complicated than just what shows up in price charts.
 
In this episode of the MoneyShow MoneyMasters Podcast, Andrew McCormick, Head of eToro US, breaks down what shaped the explosive start to 2025, why the recent pullback has not shaken long-term conviction, and how crypto ETFs, regulation shifts, and changing investor behavior are transforming the digital asset landscape.
 
Andrew also explains how institutions are changing market structure, why retail investors have become more resilient than ever, and how social investing and AI analysis tools are reshaping decision making across generations. If you want a clear, grounded look at the next phase of crypto adoption AND traditional asset trading, this conversation brings the trends into focus.
CHAPTERS:
 
00:00 Introduction and background
01:24 What fueled crypto’s early 2025 rally
03:00 Factors behind the recent pullback
04:29 How institutional adoption is reshaping volatility
06:18 Retail sentiment and buying the dip
08:10 Global retail trends from eToro data
10:03 The rise of social investing
12:05 Why transparency matters in investor networks
13:58 How AI tools are changing retail trading
15:40 What Andrew will cover at the Las Vegas Traders Expo
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For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts 
 
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AI is reshaping the economy faster than anyone expected – and investors are trying to catch up.
 
In this episode of the MoneyShow MoneyMasters Podcast, Dr. Ed Yardeni, President of Yardeni Research, and José Torres, Senior Economist at Interactive Brokers, join host Mike Larson to break down what’s really driving the 2025 market. From the AI-led capex surge and slowing payroll growth to rising productivity and stretched valuations, they unpack how technology, labor, and policy are shaping the next leg of the cycle.
 
Yardeni explains why he still believes we’re living through the “Roaring 2020s,” while Torres highlights how earnings strength, immigration policy, and a more flexible Fed could keep the economy expanding, even with inflation hovering near 3%. Together, they reveal why they both remain relatively bullish – and what investors should watch as 2026 comes into view.
CHAPTERS:
 
00:00 – Market Setup and AI-Driven Pullback
01:52 – Data Centers, CapEx, and Digital Evolution
03:48 – AI’s Impact on Productivity and Profits
05:18 – Labor, Immigration, and Slowing Payrolls
07:14 – Valuations, Earnings Growth, and Fed Cuts
09:36 – Inflation Trends and Service-Sector Pressure
11:33 – Private Credit and Hidden Risk Debate
14:55 – Sector Outlook: Financials, Energy, Small Caps
18:40 – The “Roaring 2020s” and Structural Tailwinds
21:52 – Sarasota Preview and Final Takeaways
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📅 Join us December 1-3 at the 2025 MoneyShow Masters Symposium Sarasota! 
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Is the AI-fueled rally about to peak, or are we still in the early innings of a historic market transformation?
 
In this episode of the MoneyShow MoneyMasters Podcast, Ed Clissold, Chief US Strategist at Ned Davis Research, pulls back the curtain on what’s really powering the markets as 2025 winds down. From record-breaking earnings and the quiet efficiency revolution happening inside corporate America to a Fed that’s walking a fine line between stimulus and stability, Clissold reveals why today’s setup feels uncannily like the late 1990s (before everything changed).
 
He also digs into the under-the-radar data most investors are missing: the hidden recession signals to watch out for, the quiet comeback brewing in small caps and value stocks, and why sectors like utilities, materials, and healthcare could become the unexpected winners of 2026 as tech giants face their first real test.
CHAPTERS:
 
0:00 Market Setup and AI’s “Hamster Wheel”
1:00 Ed Clissold on His Background and Role at NDR
2:10 Momentum and Investor Positioning Into Q4
4:40 Labor Trends, Layoffs, and the AI Productivity Shift
8:20 Fed Rate Cuts, Neutral Policy, and New Chair Uncertainty
12:00 How Market History Rhymes During Fed Pauses
13:00 Are We in an AI Bubble…or a New Tech Cycle?
15:00 Valuations, Capex Booms, and Investor Sentiment Parallels
18:00 Sectors to Watch: Utilities, Materials, Healthcare
20:10 Preview of Ed’s Upcoming Sarasota Presentation
If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!
 
📅 Join us December 1-3 at the 2025 MoneyShow Masters Symposium Sarasota! 
Register here: https://sarasotamms.moneyshow.com/?scode=061246 
 
For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts 
 
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From rising private-credit risk to the options-trading boom and AI-fueled rallies, this market keeps taking punches…and bouncing back. In this double-length MoneyShow MoneyMasters podcast episode – recorded live at the MoneyShow Orlando (Oct 16–18, 2025) – David Keller and Steve Sosnick unpack what’s really driving price action now. They also explore narrowing leadership, breadth, and momentum deterioration, the rotation into defensives, and how retail “buy the dip” behavior shows up in options flows.
 
We then dig into gold’s surge alongside equities, why trend-followers still respect the tape, where AI winners and laggards are diverging, and how to size positions without letting one theme take over your portfolio. Sosnick then breaks down volatility as a mean-reverting asset, the surge in leveraged ETFs, selling puts vs. buying protection, and timeless lessons from 1987…including the RIGHT way to think about the so-called “Fed put.”
CHAPTERS:
 
0:00 Market Setup, Private Credit, Options Boom, Resilience vs Recklessness
1:05 David Keller on Trend Following and Early Signals
3:36 Recent Selloffs, Liquidity, FOMO, Staying Power
4:59 Key Lines in the Sand, 50-Day MAs, Leadership Risks
6:18 Defensive Rotation, Breadth and Momentum Shifts
6:56 Gold and Dollar, Trend Tools and Position Sizing
9:06 AI Trade, Picking Winners and Managing Risk
12:27 Four Pillars, Fundamentals, Technicals, Macro, Behavioral
14:48 Steve Sosnick on Retail Buying, Options Flows, Leverage
20:59 VIX and Mean Reversion, Lessons from 1987 and the Fed Put
If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!
 
📅 Join us December 1-3 at the 2025 MoneyShow Masters Symposium Sarasota! 
Register here: https://sarasotamms.moneyshow.com/?scode=061246 
 
For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts 
 
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