Investing With IBD

Trust in time travel for trading in trendless times. Harold Morris, MarketSurge and Leaderboard senior product coach at IBD, discusses how investors can benefit from the passage of time even when the market is fluctuating. Learn how to protect yourself with time in Gold (GLD) and Netflix (NFLX) and why names like Toll Brothers (TOL) and Apple (AAPL) are stocks to look at — but not buy just yet. Learn more about your ad choices. Visit megaphone.fm/adchoices

Each market cycle is unique — shouldn’t your metrics be unique too? Matt Caruso, president of Caruso Insights, joins Investor’s Business Daily’s “Investing with IBD” podcast to discuss how the market rewards different winning stocks depending on its cycle. Learn about the critical metrics to analyze each time, and why AI adjacent names Palantir (PLTR) and GE Vernova (GEV) deserve a closer look alongside mainstays like Nvidia (NVDA) and Tesla (TSLA). Learn more about your ad choices. Visit megaphone.fm/adchoices

We’re set for some big headlines in the next few weeks from politics, tech and the Fed. One thing is certain: volatility is coming. Jay Woods, chief global strategist at Freedom Capital Markets, joins Investor’s Business Daily’s “Investing with IBD” podcast to discuss how the reaction around Nvidia (NVDA) earnings relates to market volatility and what to do with your portfolio when big market swings are expected. He also covers the trouble with trading Tesla (TSLA), risk management in Pfizer (PFE) and the two transportation stocks every investor should know. Learn more about your ad choices. Visit megaphone.fm/adchoices

Rewinding the ticker tape. Jim Roppel, founder of the Roppel Report, joins the “Investing with IBD” podcast to share his analysis of the panic bottom, strategies for removing hedges and the signals he’s seeing of a quiet bull case building in the market. Learn about the drug development potential of Eli Lilly (LLY), the bull case in Nvidia (NVDA) and why Cava (CAVA) is in a class of its own. Learn more about your ad choices. Visit megaphone.fm/adchoices

Charles Harris, a portfolio manager at O’Neil Global Advisors, shares insights on balancing conviction in trading with the flexibility to adapt to market changes. He discusses key habits for managing investment decisions, emphasizing emotional discipline during market volatility. Notably, Harris analyzes growth potential in stocks like SharkNinja, Eli Lilly, and Palantir, while drawing parallels to the 2007 financial crisis. His engaging anecdotes remind investors of the importance of navigating both optimism and caution in their strategies.

Mish Schneider, the chief strategist at MarketGauge.com, dives into the complexities of economic indicators and their impact on investing. She emphasizes the necessity of not getting locked into one sector amid mixed signals, urging a broad perspective. The conversation spans the correlations between stocks, ETFs, and commodities, particularly in light of microchip production strains. Mish also discusses inflation trends and the evolving landscape of commodities driven by AI and geopolitical factors, equipping listeners with essential insights for navigating market volatility.

Jason Shapiro, founder of Crowded Market Report, specializes in portfolio diversification with uncorrelated returns. He shares insights on trading against the trend and the importance of contrarian strategies. Listeners learn to identify setups in currencies like the yen and Bitcoin while embracing patience and disciplined investing. Shapiro emphasizes the necessity of clear trading objectives and the value of understanding market dynamics to navigate volatility and maintain a robust portfolio amidst changing conditions.

Guest Mark Minervini discusses the stealth rally happening in certain stocks and sectors not reflected in major indexes. Topics include INSM as a buy-high-sell-higher opportunity, AOSL showing strength in semiconductor stocks, and ONON as a watchlist contender.

Trading pro David Ryan shares strategies for identifying stocks needing more time to grow, managing overextended stocks like Nvidia, Ollie's Bargain Outlet, and Best Buy. Insights include recognizing patterns in rapid price climbs, analyzing sector rotations and stock trends, and navigating stock decisions with market feedback and growth prospects. The episode emphasizes the importance of understanding risks, managing positions, and monitoring institutional activity for investment decisions.

Kathy Donnelly, trader and co-author of “The Lifecycle Trade,” joins the podcast to discuss how she uses long-term hold rules to ride a winning stock to big gains. Learn how to preserve mental capital and hold through a pullback with examples from Nvidia (NVDA) and Microsoft (MSFT). Plus, we take a look at stocks setting up first stage bases including Reddit (RDDT), Robinhood (HOOD)and Arm Holdings (ARM). Learn more about your ad choices. Visit megaphone.fm/adchoices