MoneyShow MoneyMasters Podcast

Solana isn’t just a blockchain — it’s evolving into the backbone of modern finance. In this episode of the MoneyShow MoneyMasters Podcast, Nick Ducoff, Head of Institutional Growth at the Solana Foundation, explains how Solana is powering a new generation of financial infrastructure.
 
From the explosion of stablecoins and tokenized assets to the rise of crypto ETFs and institutional adoption, Ducoff breaks down how speed, cost-efficiency, and regulatory clarity are pushing Solana to the forefront of the digital asset revolution.
 
We also dive into the recent $19 billion crypto flash crash, Solana’s resilience during market extremes, and why Ducoff believes banks and global financial institutions will ultimately have to build on public blockchains to stay competitive.
CHAPTERS:
 
0:00 Crypto Asset Class Opportunities
0:34 The Recent Crypto Flash Crash Explained
1:32 What Is Solana and Its Role
2:20 Public vs Private Blockchains
3:38 Stablecoins Growth on Solana
4:47 Solana’s Speed and Low Fees
6:01 Why Fast Low Fees Matter in Flash Crashes
6:47 Banks and Public Blockchain Adoption
8:09 How Banks Are Deploying Stablecoins
10:07 Investment Vehicles: ETFs and Tokenized Assets
13:55 The $19 Billion Liquidation Event
16:52 Regulation, the Genius Act, and the Clarity Act
17:07 The Future of Crypto—Nick’s Predictions
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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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Can AI stocks keep charging higher or is this a bubble about to burst? 
 
On the MoneyShow MoneyMasters Podcast, Marta Norton from Empower Investments gets real about what’s driving the AI stock surge and what issues AI investors face. She also covers gold hitting record highs and the Bitcoin buzz that’s got every investor talking.
 
Plus, the chief investment strategist breaks down the powerful stock market rally, investment risks, government shutdown drama, and why the economy feels “splintered” in 2025. And she shares expert insights on Fed policy, market momentum and resilience, and what to expect when it comes to the economic outlook for 2026.
 
CHAPTERS:
 
00:00 — Introduction and Market Overview
01:00 — Can AI Stocks Keep Rallying?
03:00 — Gold and Bitcoin Surges Explained
05:00 — Risks to the 2025 Market Rally
07:00 — Government Shutdown Impact on Markets
09:00 — Economic “Splintering” and What It Means
11:00 — Fed Policy and Rate Cut Expectations
13:00 — What’s Next in 2026: Housing and Sovereign Debt
15:00 — Final Thoughts 
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📅 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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In this episode of the MoneyShow MoneyMasters Podcast, senior alternatives investment strategist Tony Davidow of the Franklin Templeton Institute and managing director Scott Zelniker of UBS-The Zelniker Dorfman Carr & Heritage Group share their insights on the current stock market rally after two years of exceptional gains. 
 
They discuss whether the strong momentum can continue and explore key market drivers including the Fed’s rate cuts, the ongoing technology revolution, and the resilience of US equities despite geopolitical and trade risks.
 
Davidow also delves into the growing significance of private markets, revealing why private equity, private credit, and real estate debt could be the best opportunities in the years ahead. Plus, they explain why investors should reconsider traditional office real estate and consider diversified approaches in both public and private assets.
 
Whether you’re navigating the complexities of valuation or looking for actionable investment themes for 2026, this episode offers expert perspectives on balancing optimism with caution in today’s evolving market landscape.
CHAPTERS:
 
00:00 — Introduction and Market Overview
02:00 — Can the Market Rally Last?
04:30 — Impact of Fed Rate Cuts on Stocks
07:00 — Technology Revolution as a Long-Term Tailwind
09:30 — US Equities vs. Foreign Markets in 2025
12:00 — Role of Big Tech and Sector Rotation
14:00 — The Rise of Private Markets and Alternatives
17:30 — Private Credit and Lending Trends
20:00 — Real Estate Insights Beyond Office Sector
22:30 — Top Opportunities and Risks for 2026
25:00 — Final Remarks and Upcoming Sarasota Symposium
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📅 Join us December 1-3 at the Sarasota Symposium with Tony Davidow and Scott Zelniker for the latest market outlook.
Register here:https://sarasotamms.moneyshow.com/?scode=061246

In this episode of the MoneyShow MoneyMasters Podcast, emerging markets legend Dr. Mark Mobius shares his outlook on global markets, from Asia’s top growth engines to Latin America’s reform stories.
 
Mobius explains why China is outperforming India, how Japan’s corporate reforms are creating new opportunities, and why Taiwan and Vietnam remain hotspots for tech and manufacturing. He also highlights the role of Brazil and Argentina in the next wave of growth, and why he favors defense ETFs, technology stocks, and gold over crypto.
 
Plus, he lays out his views on the US dollar, Fed policy, and Trump’s potential impact on global markets, while addressing geopolitical risks in Europe and Taiwan. Finally, Mobius reveals why stop-loss discipline is essential after the big run in global equities. You won’t want to miss which global markets are Mobius’ favorites for 2025-2026 – and why.
CHAPTERS:
 
00:00 — Introduction & Global Outlook
01:10 — China vs. India Performance Gap
03:15 — Japan’s Corporate Reform Tailwinds
05:00 — Taiwan and Vietnam as Growth Hotspots
07:30 — Latin America: Opportunities in Brazil and Argentina
10:05 — Defense and Tech ETFs for 2026
12:20 — Gold vs. Crypto for Investors
15:00 — The US Dollar, Fed Policy, and Trump Effect
18:10 — Geopolitical Risks: Europe and Taiwan
21:00 — Stop-Loss Discipline After the Rally
23:00 — Closing Thoughts 
If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!
 
📅 Join us for the 2025 MoneyShow/TradersEXPO Orlando (Oct. 16-18)!
 
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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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In this episode of the MoneyShow MoneyMasters Podcast, Sean Brodrick of Weiss Ratings and John Eade of Argus Research unpack today’s market drivers, record equities, gold’s strongest year since 1979, and ongoing Fed rate cuts.
Sean explains why gold, mining stocks, and critical metals could be in a new supercycle, while John sees plenty of runway left for the bull market thanks to profit growth, lower rates, and tech leadership. They also debate whether AI is a bubble or a lasting market driver, how defense-tech and power grid expansion are creating opportunities, and where copper and lithium fit into the next leg of growth. Plus, they name their favorite stock picks in this environment.
Find out where smart money is positioning ahead of 2026.
CHAPTERS:
 
00:00 — Introduction & Market Backdrop
01:18 — Stocks vs. the Economy and Dollar Tailwinds
02:55 — Argus View: Bull Market Strength and Earnings Drivers
04:40 — Fed Rate Cuts and Implications for Multiples
06:15 — AI Boom or Bubble?
08:10 — Defense Tech, Power Grid, and AI Spillovers
09:55 — Gold’s Bull Market and Precious Metals Sentiment
12:40 — Financials, Exchanges, and Tech’s Influence
15:05 — Copper, Lithium, and Base Metals Outlook
17:45 — Rare Earths, Uranium, and New Copper Picks
19:45 — Preview: Brodrick & Eade at MoneyShow Orlando
 
If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!
 
📅 Join us for the 2025 MoneyShow/TradersEXPO Orlando (Oct. 16-18)!
 
Register here: https://orlando.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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In this episode of the MoneyShow MoneyMasters Podcast, Jim Bianco, president of Bianco Research, and Steve Sosnick, chief strategist at Interactive Brokers, discuss how a 911,000-job revision is altering the outlook for the labor market and Fed policy.
 
Bianco explains why population growth may be the overlooked driver of employment trends, while Sosnick questions whether markets are misjudging the Fed’s next move as inflation lingers and the yield curve steepens. They also explore the gap between AI’s near-term reality and its long-term potential, along with the surprising strength in gold and metals amid rising political risk.
 
Find out how fast the markets are shifting.
 
CHAPTERS:
 
00:00 — Introduction & Labor Market Revisions
01:28 — Why Jobs Growth May Not Require Rate Cuts
03:00 — Fed Policy, Inflation Target, and Stagflation Risks
06:00 — Yield Curve Steepening and Political Risk in Europe
09:30 — Equities Resilience and Seasonality in September
13:00 — AI Spending: Short-Term Pain, Long-Term Revolution
18:30 — Lessons from the Dot-Com Bubble for Today’s AI Cycle
22:00 — Gold, Central Banks, and Political Risk in Europe
26:00 — The Fed Put: What It Really Protects
29:30 — Closing Thoughts & Upcoming MoneyShow Events
 
If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!
 
📅 Join us for the 2025 MoneyShow/TradersEXPO Orlando (Oct. 16-18)!
 
Register here: https://orlando.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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In this episode of the MoneyShow MoneyMasters Podcast, Nancy Davis, founder of Quadratic Capital Management, and Mike McGlone, senior macro strategist at Bloomberg Intelligence, dive into what the end of a historic yield-curve inversion and a Fed cutting cycle could mean for investors – particularly in precious metals and bonds. 
 
Nancy breaks down why traditional bond benchmarks may not offer the safety many assume, while Mike explains what’s fueling gold’s breakout and why deflation risks are back on the radar.
 
They also touch on central bank gold buying, ETF flows, and how investors can think about balancing inflation and deflation in their portfolios. It’s a timely look at the forces shaping bonds, gold, other commodities, and stocks as 2026 nears.
CHAPTERS:
 
00:00 — Intros and Guest Backgrounds
01:20 — Bond Market Shifts and Fed Policy
03:15 — Yield-Curve Inversion and What Comes Next
05:10 — Rate Cuts, Term Premium, and Real Rates
07:15 — Gold’s Breakout and Drivers
09:00 — Central Bank Buying and ETF Flows
11:00 — Silver, Platinum, and Broader Metals
13:00 — Inflation vs. Deflation Risks
15:10 — Core Bond Indices and Hidden Risks
19:50 — Final Takeaways and Event Details
 
If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!
 
📅 Join us for the 2025 MoneyShow/TradersEXPO Orlando (Oct. 16-18)!
 
Register here: https://orlando.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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In this episode of the MoneyShow MoneyMasters Podcast, Lyn Alden Schwartzer, founder of Lyn Alden Investment Strategy and contributing analyst to ElliottWaveTrader.net, discusses fiscal dominance — the rising influence of government deficits and spending over central banks on markets and inflation. She explains how this shift creates a hotter, less cyclical economic environment and what it means for investors navigating these changes in 2025.
 
Lyn also shares insights on the surge in precious metals, Bitcoin, and foreign markets, offers a cautious outlook on U.S. equities, and highlights the evolving impact of AI on the economy. This episode provides a clear, systems-based view to help listeners understand and adapt to today’s complex financial landscape.
CHAPTERS:
 
00:00 — Intros and Lyn Alden’s Background
00:24 — Engineering and Market Analysis
01:28 — Fiscal Dominance Explained
02:59 — Fiscal vs Monetary Dominance for Investors
04:45 — Fiscal Dominance: US Focus, Global Views
06:25 — Fed Dovish Signals and Challenges
09:10 — Precious Metals, Bitcoin, and Digital Assets
12:45 — Market Outlook: Bitcoin, Gold, Equities
17:00 — Fixed Income: Bonds, Yields, Credit
21:30 — Closing and Live Events Info
 
If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!
 
📅 Join us for the 2025 MoneyShow/TradersEXPO Orlando (Oct. 16-18)!
 
Register here: https://orlando.moneyshow.com/   
 
For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts 
 
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In this episode of the MoneyShow MoneyMasters Podcast, Nicholas Bohnsack, President and CEO of Strategas Securities, and Amy Zhang, Executive Vice President and Portfolio Manager at Alger, reveal the powerful currents driving markets in 2025.
 
Nicholas breaks down the real implications of monetary policy moves, inflation trends, and labor market pressures – and shares his favorite investing themes. Meanwhile, Amy explains why and where small and mid-cap stocks are quietly outperforming, details how in-depth research can help drive results in the SMID space, and spotlights sectors and companies that are often overlooked.
 
From AI’s growing influence to the realities of deglobalization, they challenge conventional thinking and offer precise strategies for navigating risk and opportunity in an unpredictable landscape.
CHAPTERS:
 
00:00 — Intros and Guest Backgrounds
02:30 — Macro Setup into Year End with Policy Tariffs and Positioning 
05:00 — When Growth Becomes Scarce with Quality Pricing Power 
07:31 — Labor as the Swing Factor and Reading Macro Signals 
10:01 — Defining the SMID Universe and Finding Durable Business Models
12:32 — Discovery in Small and Mid Caps 
15:02 — Innovation and AI Enablement with Case Studies
17:33 — Deglobalization, Supply Chains, and Security of Intellectual Property 
20:03 — Risk Management Scenario Planning and Final Takeaways
 
If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!
 
📅 Join us for the 2025 MoneyShow/TradersEXPO Orlando (Oct. 16-18)!
 
Register here: https://orlando.moneyshow.com/   
 
For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts 
 
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In this episode of the MoneyShow MoneyMasters Podcast, Peter Schiff, Chief Global Strategist at Euro Pacific Asset Management, returns with his most urgent warning yet about the U.S. dollar and the bond market.
 
He explains why de-dollarization is accelerating as foreign central banks dump U.S. Treasuries for gold, why silver may be ready to outperform, and how tariff policy will backfire on the U.S. government and the bond market. Schiff warns the Fed has lost control of long-term rates and says the real crash will come when rate cuts and QE return, locking in stagflation and sending the dollar index toward 40.
 
You will also hear his bullish outlook on emerging markets, mining stocks, and commodities, plus why he thinks investors are overlooking the biggest financial shift in decades.
 
CHAPTERS:
 
0:29 — Peter Schiff’s 2024 Predictions That Came True
1:47 — Why Silver Could Outperform Gold Next
1:58 — Shift From U.S. To Foreign Stocks
2:20 — How Tariffs Hurt The U.S. Economy
6:38 — Trouble Ahead For The Bond Market
7:01 — Why The Fed Has Lost Control Over Long-Term Rates
8:10 — Inflation Risks And The Case For Higher Rates
9:41 — Skepticism On GDP And Jobs Data
11:00 — How To Invest In Precious Metals Amid Volatility
13:25 — Opportunities In Emerging Markets And Mining Stocks
16:12 — The “Real Crash” And Dollar Index Down To 40 Prediction
 
If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!
 
📅 Join us at the 2025 The MoneyShow Orlando event (Oct. 16-18)!
 
Register here: https://orlando.moneyshow.com/