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Schwab Network
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Episodes
Mentioned books

Jan 8, 2026 • 6min
Using Options-Based ETFs to Invest in Semiconductors, Nvidia (NVDA), and Tesla (TSLA)
Another banner year for ETFs? Mike Khouw thinks so, touting the ease of moving in and out of the funds, regular distributions, and other advantages. He looks at option income ETFs in particular, highlighting his firm’s Yield Max (BIGY) ETF, which utilizes the top 50 big companies, and explaining how the strategy works. Other funds from his firm are the SOXY ETF, based on semiconductors, and options ETFs based on Nvidia (NVDA) and Tesla (TSLA).======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Jan 8, 2026 • 9min
Using Dan Ives' Tech Bull Cases & AI "Age of Monetization" in IVES ETF
It's no secret that Dan Ives is one of Wall Street's biggest tech bulls. Wedbush launched an ETF in June that focuses on Dan's AI research, and investors already saw a 25% return on investment since the launch. Cullen Rogers how AI's "age of monetization" plays a centric role in how Wedbush manages the IVES ETF. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Jan 8, 2026 • 6min
Connard: Tariffs Here to Stay for the Long Term, Expecting Volatility
Ben Connard expects volatility in the short term, partially due to investors feeling out the year. He thinks the market will shift away from big tech in 2026, perhaps into healthcare or consumer sectors. Regardless of a Supreme Court decision, he argues tariffs will be in place for the long term. He tells investors to be careful of concentration and anticipates two Fed rate cuts for the year. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Jan 8, 2026 • 9min
Ca$htag$: The ‘Worst is Behind’ Netflix (NFLX)
Likefolio’s Andy Swan thinks the “worst is behind” Netflix (NFLX), digging into consumer sentiment data. While their change in visits is still down 15% year-over-year, he points out that it is better than before. “The bar is really low going into Q4,” he notes, but Netflix has seen surges in the last few years after those results. He calls its management team “extraordinarily competent” as well. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Jan 8, 2026 • 8min
Holzer: AI Infrastructure 2026's Big Wild Card & Playing Volatility to Your Favor
Arnim Holzer says he's comfortable that AI will play a key role in 2026's price action, it's just the direction of price action that has him concerned. Ballooning debt is the central focus of Arnim's bear case, as companies piling on debt to build out AI infrastructure can have long-term consequences if use cases don't shake out. He adds that volatility looks "relatively cheap" due to current geopolitical conditions. However, Arnim says there are ways to play volatility to your favor. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Jan 8, 2026 • 6min
Constellation Brands (STZ) ‘Top Pick’ in Alcohol Sector as Pendulum Swings Towards Booze
Bill Kirk and Phil Kafarakis break down Constellation Brands (STZ) earnings, which sent the stock higher despite year-over-year contraction. Phil says the whole industry is suffering because of suppressed demand from consumers. Consumers are moving from quantity to quality, he argues, along with Gen Z’s more moderate drinking. Bill says the outlook is the real story as we’re beginning to lap last year’s disruptions. He thinks the pendulum may swing back from health and wellness towards alcohol, and says Constellation Brands is his top pick in the sector.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Jan 8, 2026 • 14min
The Big 3: BA, DHR, DG
Dan Deming offers a glimpse into companies outside the AI trade he sees rallying in 2026. He offers bullish perspective and example options trades for Boeing (BA), Danaher (DHR), and Dollar General (DG). Rick Ducat backs Dan's analysis by showcasing bearish and bullish trends behind all three stocks. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Jan 8, 2026 • 7min
2026 Global Trade: ‘Resiliency Costs More’, China Outgrowing U.S.
Marc Gilbert thinks global trading will split into four nodes: the U.S., China, BRICS, and the rest creating a patchwork of trade. He expects global trade to grow by 2.5%, and China to grow faster than the U.S. between tariffs and other countries looking for U.S. alternatives. He discusses how the events in Venezuela are changing trade and how companies are embedding geopolitics into their business strategies. “Resiliency costs more,” he says, forcing companies to diversify their supply chains and invest heavily in technology.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Jan 8, 2026 • 7min
Setting Foundation for Fragmented Housing Market & DHI Options Trade
David Trainer calls a push against corporate investors buying homes a "good thing for society," but believes the housing market as a whole will struggle from longstanding headwinds. Companies that can withstand margin pressure are the ones David likes the most. He explains why D.R. Horton is his top stock pick in the housing sector. George Tsilis offers an example options trade for D.R. Horton. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Jan 8, 2026 • 6min
GOOGL Adds to AI Bull Case in Cantor Fitzgerald Upgrade
Cantor Fitzgerald moved out of Alphabet's (GOOGL) neutral camp and turned bullish in its latest stock upgrade. Marley Kayden explains how Google's AI prospects through search, cloud, and Gemini add fuel to the analyst note. ElliottWaveTrader's Tammy Marshall, also known as the "Fibonacci Princess," offers an example options trade for Alphabet. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about


